Sponsored

The Analysis of McLean Asset Management Corp's Holdings & P&L

Currently, McLean Asset Management Corp holds 165 types of securities in its portfolio with a total value $571.6M. In the most recent quarter, they have increased their positions in AVUS (+64.3K shares, valued at $7.1M), AVDE (+47.0K shares, valued at $4.0M), BNDX (+79.4K shares, valued at $3.8M); decreased their positions in DFUV (-13.2K shares, valued at $638.7K), DFUS (-8.6K shares, valued at $611.9K), DFAS (-5.6K shares, valued at $399.3K); initiated new positions in AJG (+10.4K shares, valued at $2.2M), N/A (+3.4K shares, valued at $674.1K), MPC (+913 shares, valued at $222.9K).

1M P&L

+22.4M+3.68%

3M P&L

+23.7M+3.89%

HY P&L

+73.7M+13.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A471.6M

84.5%

2Consumer Electronics24.9M

4.5%

3Semiconductors10.2M

1.8%

Top Industries by Stock Count

1N/A59 stocks

40.1%

2Drug Manufacturers - General7 stocks

4.8%

3Semiconductors5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR741.5K shares9.49%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR544.2K shares9.45%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST642.6K shares-1.33%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR491.8K shares5.71%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST614.5K shares-2.10%2026-03-312026-04-22

AAPL APPLE INC97.9K shares0.22%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST358.3K shares-0.67%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST257.6K shares-2.13%2026-03-312026-04-22

Sponsored

VGSH VANGUARD SCOTTSDALE FDS281.7K shares13.25%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST231.0K shares-1.32%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS270.1K shares41.60%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T19.0K shares-0.03%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST306.4K shares-1.68%2026-03-312026-04-22

IWM ISHARES TR46.6K shares-0.57%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR142.5K shares31.28%2026-03-312026-04-22

EFV ISHARES TR139.8K shares-1.52%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION49.9K shares-0.54%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST236.7K shares17.44%2026-03-312026-04-22

VTI VANGUARD INDEX FDS25.4K shares0.00%2026-03-312026-04-22

DFGR DIMENSIONAL ETF TRUST267.3K shares81.11%2026-03-312026-04-22

VTV VANGUARD INDEX FDS29.4K shares0.11%2026-03-312026-04-22

IWN ISHARES TR29.7K shares-0.17%2026-03-312026-04-22

MSFT MICROSOFT CORP13.0K shares-4.34%2026-03-312026-04-22

AVIV AMERICAN CENTY ETF TR61.5K shares28.91%2026-03-312026-04-22

Sponsored

AVUV AMERICAN CENTY ETF TR36.7K shares-4.36%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST98.5K shares18.92%2026-03-312026-04-22

AGG ISHARES TR36.6K shares96.83%2026-03-312026-04-22

EFA ISHARES TR33.6K shares-5.03%2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR123.5K shares0.52%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR30.0K shares-2.36%2026-03-312026-04-22

VTWO VANGUARD SCOTTSDALE FDS26.8K shares-8.48%2026-03-312026-04-22

ALPHABET INC ALPHABET INC8.9K shares-2.12%2026-03-312026-04-22

Sponsored

SCHP SCHWAB STRATEGIC TR92.7K shares3.68%2026-03-312026-04-22

AMZN AMAZON COM INC11.6K shares-0.20%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO10.4K sharesnew addition2026-03-312026-04-22

JPM JPMORGAN CHASE & CO6.8K shares-11.04%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.2K shares-0.05%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS24.2K shares90.59%2026-03-312026-04-22

ALPHABET INC ALPHABET INC6.1K shares0.64%2026-03-312026-04-22

DLS WISDOMTREE TR19.2K shares-3.03%2026-03-312026-04-22

Sponsored

CART MAPLEBEAR INC41.5K shares-3.02%2026-03-312026-04-22

FSLR FIRST SOLAR INC7.4K shares-9.82%2026-03-312026-04-22

ESGV VANGUARD WORLD FD12.6K shares12.40%2026-03-312026-04-22

LLY ELI LILLY & CO1.4K shares0.56%2026-03-312026-04-22

DGRO ISHARES TR17.2K shares2.15%2026-03-312026-04-22

BAC BANK AMERICA CORP24.5K shares-3.23%2026-03-312026-04-22

KLAC KLA CORP805 shares0.37%2026-03-312026-04-22

IVV ISHARES TR1.8K shares0.00%2026-03-312026-04-22

Sponsored

VSS VANGUARD INTL EQUITY INDEX F8.0K shares0.17%2026-03-312026-04-22

BROADCOM INC BROADCOM INC3.7K shares2.24%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP5.3K shares4.63%2026-03-312026-04-22

META META PLATFORMS INC2.0K shares-1.70%2026-03-312026-04-22

WMT WALMART INC8.9K shares0.49%2026-03-312026-04-22

V VISA INC3.6K shares-2.29%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS15.0K shares60.00%2026-03-312026-04-22

XOM EXXON MOBIL CORP5.6K shares1.31%2026-03-312026-04-22

Sponsored

COST COSTCO WHOLESALE CORPORATION938 shares2.07%2026-03-312026-04-22

SPHD INVESCO EXCH TRADED FD TR II18.8K shares0.00%2026-03-312026-04-22

EUSA ISHARES INC9.1K shares0.00%2026-03-312026-04-22

VTWV VANGUARD SCOTTSDALE FDS5.5K shares-0.67%2026-03-312026-04-22

VUG VANGUARD INDEX FDS2.1K shares1.81%2026-03-312026-04-22

VIOO VANGUARD ADMIRAL FDS INC7.8K shares-0.32%2026-03-312026-04-22

HD HOME DEPOT INC2.7K shares1.33%2026-03-312026-04-22

MA MASTERCARD INCORPORATED1.7K shares-3.59%2026-03-312026-04-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F15.4K shares0.12%2026-03-312026-04-22

SCZ ISHARES TR10.4K shares-18.78%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON3.3K shares5.20%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2026-03-312026-04-22

ASML ASML HLDG NV581 shares7.39%2026-03-312026-04-22

VB VANGUARD INDEX FDS2.9K shares0.10%2026-03-312026-04-22

SO SOUTHERN CO7.8K shares0.32%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO2.5K shares-1.01%2026-03-312026-04-22

Sponsored

ORCL ORACLE CORP5.0K shares-3.29%2026-03-312026-04-22

SCHC SCHWAB STRATEGIC TR15.7K shares-7.29%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC836 shares0.72%2026-03-312026-04-22

ABBV ABBVIE INC3.2K shares3.22%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS7.7K shares0.71%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC3.4K sharesnew addition2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.77%2026-03-312026-04-22

Sponsored

IWV ISHARES TR1.8K shares0.00%2026-03-312026-04-22

ISHG ISHARES TR8.6K shares-0.67%2026-03-312026-04-22

TSLA TESLA INC1.6K shares-6.79%2026-03-312026-04-22

IJH ISHARES TR8.7K shares0.00%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP3.2K shares-1.52%2026-03-312026-04-22

CAT CATERPILLAR INC823 shares0.98%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS936 shares-7.42%2026-03-312026-04-22

AMP AMERIPRISE FINL INC1.2K shares-1.72%2026-03-312026-04-22

Sponsored

IVW ISHARES TR4.7K shares0.09%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC2.0K shares-2.45%2026-03-312026-04-22

EME EMCOR GROUP INC702 shares0.29%2026-03-312026-04-22

CSX CSX CORP12.3K shares0.14%2026-03-312026-04-22

CSCO CISCO SYS INC6.5K shares8.29%2026-03-312026-04-22

MS MORGAN STANLEY3.1K shares0.13%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC5.4K shares0.75%2026-03-312026-04-22

CVX CHEVRON CORPORATION2.4K shares8.15%2026-03-312026-04-22

Sponsored

RTX RTX CORPORATION2.5K shares0.57%2026-03-312026-04-22

MCD MCDONALDS CORP1.5K shares0.52%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC4.0K shares3.07%2026-03-312026-04-22

UNP UNION PAC CORP1.9K shares-5.66%2026-03-312026-04-22

JBL JABIL INC1.7K shares0.11%2026-03-312026-04-22

NFLX NETFLIX INC.4.7K shares4.93%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP652 shares0.62%2026-03-312026-04-22

TJX TJX COS INC NEW2.7K shares-0.22%2026-03-312026-04-22

Sponsored

VEU VANGUARD INTL EQUITY INDEX F5.7K shares0.00%2026-03-312026-04-22

MCK MCKESSON CORP492 shares0.20%2026-03-312026-04-22

CENCORA INC CENCORA INC1.3K shares0.37%2026-03-312026-04-22

VXUS VANGUARD STAR FDS5.3K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC2.1K shares8.29%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC8.0K shares-7.85%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO6.5K shares1.16%2026-03-312026-04-22

AMGN AMGEN INC1.1K shares1.86%2026-03-312026-04-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-0.70%2026-03-312026-04-22

KO COCA COLA CO4.9K shares0.22%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.1K shares2.19%2026-03-312026-04-22

HON HONEYWELL INTL INC1.6K shares1.26%2026-03-312026-04-22

CASY CASEYS GEN STORES INC494 shares0.20%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.1K shares8.51%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC2.1K shares1.92%2026-03-312026-04-22

ADI ANALOG DEVICES INC1.1K shares0.66%2026-03-312026-04-22

Sponsored

NSC NORFOLK SOUTHN CORP1.2K shares0.09%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.6K shares1.87%2026-03-312026-04-22

MCO MOODYS CORP736 shares-2.65%2026-03-312026-04-22

TER TERADYNE INC1.1K shares0.37%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC2.8K shares0.91%2026-03-312026-04-22

MANH MANHATTAN ASSOCIATES INC2.3K shares-0.09%2026-03-312026-04-22

REET ISHARES TR12.4K shares-0.05%2026-03-312026-04-22

VO VANGUARD INDEX FDS1.1K shares3.05%2026-03-312026-04-22

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.1K shares15.08%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC686 shares4.26%2026-03-312026-04-22

AZO AUTOZONE INC87 shares0.00%2026-03-312026-04-22

NEE NEXTERA ENERGY INC3.1K shares16.39%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP475 shares1.71%2026-03-312026-04-22

DE DEERE & CO498 shares-0.60%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC784 shares1.95%2026-03-312026-04-22

Sponsored

TRV TRAVELERS COMPANIES INC957 shares-4.30%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC567 shares-9.57%2026-03-312026-04-22

DIS DISNEY WALT CO2.9K shares-5.29%2026-03-312026-04-22

IBTG ISHARES TR12.0K shares0.00%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC286 shares7.52%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW805 shares1.51%2026-03-312026-04-22

ALL ALLSTATE CORP1.3K shares0.63%2026-03-312026-04-22

ROST ROSS STORES INC1.2K shares0.43%2026-03-312026-04-22

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares0.99%2026-03-312026-04-22

GILD GILEAD SCIENCES INC1.8K shares0.83%2026-03-312026-04-22

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-04-22

PFE PFIZER INC8.9K shares13.35%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP707 shares8.77%2026-03-312026-04-22

LOW LOWES COS INC1.0K shares0.99%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC1.8K shares0.45%2026-03-312026-04-22

AN AUTONATION INC1.2K shares-0.81%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO3.0K shares-2.95%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC54 shares3.85%2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC641 shares-2.88%2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares-0.46%2026-03-312026-04-22

MPC MARATHON PETE CORP913 sharesnew addition2026-03-312026-04-22

IGRO ISHARES TR2.6K shares0.00%2026-03-312026-04-22

FICO FAIR ISAAC CORP204 shares-3.32%2026-03-312026-04-22

ABT ABBOTT LABORATORIES2.1K shares-1.63%2026-03-312026-04-22

Sponsored

GWW WW GRAINGER INC193 shares1.05%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS272 sharesnew addition2026-03-312026-04-22

VBR VANGUARD INDEX FDS958 shares0.00%2026-03-312026-04-22

AON PLC AON PLC638 shares-10.14%2026-03-312026-04-22

DY DYCOM INDS INC604 shares0.17%2026-03-312026-04-22

AVUS

AMERICAN CENTY ETF TR

9.49%

Shares741.5K

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

9.45%

Shares544.2K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

-1.33%

Shares642.6K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

5.71%

Shares491.8K

Event2026-03-31

Filed2026-04-22

DFUV

DIMENSIONAL ETF TRUST

-2.10%

Shares614.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.22%

Shares97.9K

Event2026-03-31

Filed2026-04-22

DFIV

DIMENSIONAL ETF TRUST

-0.67%

Shares358.3K

Event2026-03-31

Filed2026-04-22

DFAS

DIMENSIONAL ETF TRUST

-2.13%

Shares257.6K

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

13.25%

Shares281.7K

Event2026-03-31

Filed2026-04-22

DFAT

DIMENSIONAL ETF TRUST

-1.32%

Shares231.0K

Event2026-03-31

Filed2026-04-22

BNDX

VANGUARD CHARLOTTE FDS

41.60%

Shares270.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-0.03%

Shares19.0K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

-1.68%

Shares306.4K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-0.57%

Shares46.6K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

31.28%

Shares142.5K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-1.52%

Shares139.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-0.54%

Shares49.9K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

17.44%

Shares236.7K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-22

DFGR

DIMENSIONAL ETF TRUST

81.11%

Shares267.3K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

0.11%

Shares29.4K

Event2026-03-31

Filed2026-04-22

IWN

ISHARES TR

-0.17%

Shares29.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-4.34%

Shares13.0K

Event2026-03-31

Filed2026-04-22

AVIV

AMERICAN CENTY ETF TR

28.91%

Shares61.5K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

-4.36%

Shares36.7K

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

18.92%

Shares98.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

96.83%

Shares36.6K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

-5.03%

Shares33.6K

Event2026-03-31

Filed2026-04-22

SCHO

SCHWAB STRATEGIC TR

0.52%

Shares123.5K

Event2026-03-31

Filed2026-04-22

AVDV

AMERICAN CENTY ETF TR

-2.36%

Shares30.0K

Event2026-03-31

Filed2026-04-22

VTWO

VANGUARD SCOTTSDALE FDS

-8.48%

Shares26.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-2.12%

Shares8.9K

Event2026-03-31

Filed2026-04-22

SCHP

SCHWAB STRATEGIC TR

3.68%

Shares92.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-0.20%

Shares11.6K

Event2026-03-31

Filed2026-04-22

AJG

GALLAGHER ARTHUR J & CO

New

Shares10.4K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-11.04%

Shares6.8K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-0.05%

Shares4.2K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

90.59%

Shares24.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.64%

Shares6.1K

Event2026-03-31

Filed2026-04-22

DLS

WISDOMTREE TR

-3.03%

Shares19.2K

Event2026-03-31

Filed2026-04-22

CART

MAPLEBEAR INC

-3.02%

Shares41.5K

Event2026-03-31

Filed2026-04-22

FSLR

FIRST SOLAR INC

-9.82%

Shares7.4K

Event2026-03-31

Filed2026-04-22

ESGV

VANGUARD WORLD FD

12.40%

Shares12.6K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

0.56%

Shares1.4K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

2.15%

Shares17.2K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

-3.23%

Shares24.5K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

0.37%

Shares805

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

VSS

VANGUARD INTL EQUITY INDEX F

0.17%

Shares8.0K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

2.24%

Shares3.7K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

4.63%

Shares5.3K

Event2026-03-31

Filed2026-04-22