The Analysis of McClarren Financial Advisors, Inc.'s Holdings
Currently, McClarren Financial Advisors, Inc. holds 77 types of securities in its portfolio with a total value $167.6M. In the most recent quarter, they have increased their positions in N/A (+23.7K shares, valued at $5.5M), MGK (+8.7K shares, valued at $2.0M), VO (+7.4K shares, valued at $1.8M); decreased their positions in ISTB (-57.1K shares, valued at $35.3M), EFIV (-5.4K shares, valued at $29.6M), VGSH (-8.4K shares, valued at $27.9M); initiated new positions in VUG (+1.3K shares, valued at $247.6K), VDC (+1.1K shares, valued at $204.8K), AMGN (+327 shares, valued at $202.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS66.4K shares9.63%2025-12-312026-01-13
VB VANGUARD INDEX FDS55.6K shares3.22%2025-12-312026-01-13 VUSB VANGUARD BD INDEX FDS79.8K shares-54.63%2025-12-312026-01-13 VO VANGUARD INDEX FDS39.5K shares22.98%2025-12-312026-01-13 MGK VANGUARD WORLD FD37.9K shares29.93%2025-12-312026-01-13 VXUS VANGUARD STAR FDS22.9K shares-70.29%2025-12-312026-01-13 VIG VANGUARD SPECIALIZED FUNDS18.5K shares-22.99%2025-12-312026-01-13 AAPL APPLE INC9.6K shares-47.07%2025-12-312026-01-13 DSI ISHARES TR12.8K shares-40.30%2025-12-312026-01-13 ESGV VANGUARD WORLD FD8.5K shares-70.86%2025-12-312026-01-13 MGC VANGUARD WORLD FD10.4K shares8.43%2025-12-312026-01-13 IWV ISHARES TR6.5K shares-9.25%2025-12-312026-01-13 ISTB ISHARES TR6.2K shares-90.17%2025-12-312026-01-13 SGOV ISHARES TR11.6K shares-49.17%2025-12-312026-01-13 VV VANGUARD INDEX FDS3.2K shares-64.95%2025-12-312026-01-13 VTV VANGUARD INDEX FDS6.7K shares-35.13%2025-12-312026-01-13 VYM VANGUARD WHITEHALL FDS7.7K shares30.84%2025-12-312026-01-13 MSFT MICROSOFT CORP3.5K shares-27.86%2025-12-312026-01-13 SPTM SPDR SERIES TRUST4.6K shares-71.97%2025-12-312026-01-13 IVV ISHARES TR11.0K shares310.22%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS8.2K shares-39.83%2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX5.9K shares-71.39%2025-12-312026-01-13 VXF VANGUARD INDEX FDS3.9K shares-23.03%2025-12-312026-01-13 IWM ISHARES TR3.6K shares-28.54%2025-12-312026-01-13 IWB ISHARES TR4.2K shares157.09%2025-12-312026-01-13 VSGX VANGUARD WORLD FD1.4K shares-90.80%2025-12-312026-01-13 VBR VANGUARD INDEX FDS5.8K shares12.57%2025-12-312026-01-13 ESGU ISHARES TR3.7K shares-23.31%2025-12-312026-01-13 VGT VANGUARD WORLD FD6.5K shares62.68%2025-12-312026-01-13 SUSA ISHARES TR2.9K shares-35.57%2025-12-312026-01-13 VEU VANGUARD INTL EQUITY INDEX1.7K shares-85.93%2025-12-312026-01-13 DFSV DIMENSIONAL ETF TRUST13.2K shares-14.15%2025-12-312026-01-13 ITOT ISHARES TR595 shares-89.70%2025-12-312026-01-13 VBK VANGUARD INDEX FDS3.5K shares19.12%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS3.0K shares-82.49%2025-12-312026-01-13 VOE VANGUARD INDEX FDS2.2K shares-47.84%2025-12-312026-01-13 ALPHABET INC ALPHABET INC2.9K shares31.83%2025-12-312026-01-13 SPYG SPDR SERIES TRUST3.8K shares-26.65%2025-12-312026-01-13 AMZN AMAZON COM INC3.8K shares45.65%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO1.7K shares-59.14%2025-12-312026-01-13 CATH GLOBAL X FDS5.6K shares69.27%2025-12-312026-01-13 SPSM SPDR SERIES TRUST5.2K shares-38.49%2025-12-312026-01-13 LLY ELI LILLY & CO2.1K shares313.27%2025-12-312026-01-13 WMT WALMART INC4.0K shares193.73%2025-12-312026-01-13 DIS DISNEY WALT CO891 shares-76.75%2025-12-312026-01-13 DFLV DIMENSIONAL ETF TRUST2.2K shares-75.74%2025-12-312026-01-13 ALPHABET INC ALPHABET INC1.8K shares3.07%2025-12-312026-01-13 HSY HERSHEY CO287 shares-87.98%2025-12-312026-01-13 NUSC NUSHARES ETF TR5.1K shares14.23%2025-12-312026-01-13 VGSH VANGUARD SCOTTSDALE FDS117 shares-98.62%2025-12-312026-01-13 IWR ISHARES TR3.9K shares2259.04%2025-12-312026-01-13 EFIV SPDR SERIES TRUST66 shares-98.79%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.2.0K shares56.54%2025-12-312026-01-13 PEP PEPSICO INC554 shares-77.37%2025-12-312026-01-13 NUMG NUSHARES ETF TR1.9K shares-67.52%2025-12-312026-01-13 VPU VANGUARD WORLD FD1.9K shares32.27%2025-12-312026-01-13 EFA ISHARES TR1.1K shares-61.34%2025-12-312026-01-13 IWD ISHARES TR1.5K shares-16.17%2025-12-312026-01-13 VNQ VANGUARD INDEX FDS1.6K shares-50.02%2025-12-312026-01-13 BLD TOPBUILD CORP417 shares-43.57%2025-12-312026-01-13 MCK MCKESSON CORP374 shares-51.62%2025-12-312026-01-13 INTU INTUIT662 shares47.44%2025-12-312026-01-13 MGV VANGUARD WORLD FD988 shares-52.15%2025-12-312026-01-13 ORCL ORACLE CORP1.5K shares30.66%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON1.2K shares16.25%2025-12-312026-01-13 VUG VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-13 IYJ ISHARES TR148 shares-90.98%2025-12-312026-01-13 CEG CONSTELLATION ENERGY CORP353 shares-48.39%2025-12-312026-01-13 ESML ISHARES TR3.6K shares152.77%2025-12-312026-01-13 DFIC DIMENSIONAL ETF TRUST207 shares-96.71%2025-12-312026-01-13 VDE VANGUARD WORLD FD1.1K shares-27.18%2025-12-312026-01-13 UNP UNION PAC CORP886 shares275.42%2025-12-312026-01-13 VDC VANGUARD WORLD FD1.1K sharesnew addition2025-12-312026-01-13 AMGN AMGEN INC327 sharesnew addition2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available