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CIK: 0001833140
Total reported value
$756.5M
$756.5M
149 檔
14.1%
In Q1 2025, McLean Asset Management Corp's U.S. equity holdings reached a combined market value of $756.5M, distributed across 149 disclosed stock positions.
In Q1 2025, McLean Asset Management Corp displayed an active expansion posture, initiating 149 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 11.95% | -1.27% | -1.76% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.20% | -0.80% | -2.76% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.61% | -0.40% | +60.48% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.00% | -0.62% | +2.32% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 4.58% | -0.64% | -0.78% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 3.86% | -0.40% | +5.95% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.85% | -1.75% | +15.13% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.62% | -0.30% | +1.56% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.55% | +3.02% | +10.59% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.46% | -0.30% | +28.52% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.82% | -0.29% | -3.40% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.80% | -1.02% | +15.71% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.56% | -0.37% | -4.44% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.11% | -1.14% | +34.05% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.92% | +1.22% | +29.49% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.86% | -0.16% | -1.68% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | -0.18% | +22.90% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.03% | -3.18% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | -0.24% | -2.48% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.23% | -0.14% | -4.70% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.95% | -0.16% | -10.17% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.13% | -9.82% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.86% | +4.14% | -0.28% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.77% | -0.13% | -3.50% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.07% | +50.17% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.68% | -0.16% | -10.68% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.66% | -0.09% | -6.56% | |
| 28 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.63% | -0.14% | +4.86% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.01% | +2.81% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.03% | -3.98% | |
| 31 | FSLR | First Solar Inc | Stock-Tech | 0.47% | -0.10% | -12.64% | |
| 32 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.44% | -0.06% | -0.57% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | -0.03% | +4.62% | |
| 34 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.43% | -0.02% | +299.23% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | -0.02% | -3.12% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.02% | +3.14% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.02% | -3.83% | |
| 38 | ISHG | Ishares -3 Year Internationa | ETF-Other | 0.38% | -0.02% | -8.39% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.37% | -0.05% | -29.79% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.36% | -0.01% | +1.98% | |
| 41 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.34% | -0.06% | +31.73% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | -0.01% | -3.50% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.04% | -3.39% | |
| 44 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.28% | -0.03% | — | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | -0.02% | +3.05% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.28% | -0.04% | +2.07% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.03% | -5.58% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.27% | -0.05% | +4.01% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.02% | -3.20% | |
| 50 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.25% | -0.02% | — |
According to official SEC Form 13F filings, McLean Asset Management Corp reported a total U.S. public equity portfolio value of $756.5M across 149 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUS, DFUV, AAPL) accounted for 14.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFUS
市值: $36.2M
During Q1 2025, McLean Asset Management Corp's top holdings by market value included DFUS (11.9%)、DFUV (8.2%)、AAPL (5.6%). The largest single position, DFUS, represented 11.9% of total portfolio value.
In Q1 2025, McLean Asset Management Corp made 149 total portfolio adjustments, initiating 149 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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