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CIK: 0002056447
Total reported value
$7.0B
$7.0B
44 檔
1.7%
At the close of Q4 2024, McMill Wealth Management disclosed equity holdings valued at approximately $7.0B, spread across 44 reported holdings.
During Q4 2024, McMill Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, SPYM, DFIV) accounted for 1.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 20.45% | — | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 8.37% | -0.10% | — | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.48% | — | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.03% | — | — | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 5.97% | — | — | |
| 6 | ✓ | Dimensional Etftrust | ETF-Other | 5.25% | — | — | |
| 7 | ✓ | Stock-Other | 5.04% | — | — | ||
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.01% | — | — | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.48% | -2.18% | — | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.97% | -2.05% | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.93% | +1.17% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | -2.11% | — | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.09% | — | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.08% | — | — | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.03% | — | — | |
| 16 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.98% | — | — | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.82% | -0.05% | — | |
| 18 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.45% | — | — | |
| 19 | NUEPF | Nu E Power CORP | Stock-Other | 1.27% | — | — | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 1.10% | — | — | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.98% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.83% | — | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.48% | — | |
| 24 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.82% | -0.20% | — | |
| 25 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.25% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.22% | — | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | — | — | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.41% | — | — | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | — | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | -0.21% | — | |
| 32 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.37% | +0.19% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | -0.16% | — | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.27% | -0.10% | — | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.20% | -0.44% | — | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.23% | — | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.16% | -0.10% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 39 | REET | Ishares Global Reit ETF | ETF-Other | 0.15% | +0.11% | NEW | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.13% | — | — | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.13% | -0.10% | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.12% | -0.07% | — | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.10% | -0.02% | — | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.08% | -0.07% | — |
According to official SEC Form 13F filings, McMill Wealth Management reported a total U.S. public equity portfolio value of $7.0B across 44 disclosed positions in Q4 2024.
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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.
During Q4 2024, McMill Wealth Management's top holdings by market value included SPIB (20.4%)、SPYM (8.4%)、DFIV (6.5%). The largest single position, SPIB, represented 20.4% of total portfolio value.
In Q4 2024, McMill Wealth Management made 0 total portfolio adjustments, initiating 0 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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