The Analysis of McMill Wealth Management's Holdings
Currently, McMill Wealth Management holds 55 types of securities in its portfolio with a total value $351.0M. In the most recent quarter, they have increased their positions in DFUV (+713.5K shares, valued at $31.9M), SPIB (+153.8K shares, valued at $5.2M), AVLV (+66.7K shares, valued at $4.8M); decreased their positions in N/A (-13.4K shares, valued at $1.8M), VT (-6.8K shares, valued at $943.0K), SPYM (-7.1K shares, valued at $558.0K); initiated new positions in DFUV (+713.5K shares, valued at $31.9M), BOXX (+3.6K shares, valued at $414.2K), DFEV (+7.8K shares, valued at $248.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPIB SPDR SER TR1.8M shares9.11%2025-09-302025-11-07
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF713.5K sharesnew addition2025-09-302025-11-07 AVUV AMERICAN CENTY ETF TR260.9K shares15.53%2025-09-302025-11-07 SPYM SPDR SER TR305.9K shares-2.28%2025-09-302025-11-07 DFIV DIMENSIONAL ETFTRUST490.9K shares-0.18%2025-09-302025-11-07 DFUS DIMENSIONAL ETFTRUST274.5K shares0.59%2025-09-302025-11-07 AVLV AMERICAN CENTY ETF TR255.0K shares35.43%2025-09-302025-11-07 DFAT DIMENSIONAL ETFTRUST282.8K shares-1.31%2025-09-302025-11-07 AVDV AMERICAN CENTY ETF TR180.5K shares-1.81%2025-09-302025-11-07 DFAW DIMENSIONAL ETFTRUST147.8K shares20.59%2025-09-302025-11-07 IVV ISHARES TR13.3K shares-0.46%2025-09-302025-11-07 VCSH VANGUARDSCOTTSDALE FDS95.2K shares-0.29%2025-09-302025-11-07 DFAE DIMENSIONAL ETFTRUST218.3K shares0.17%2025-09-302025-11-07 DFGR DIMENSIONAL ETFTRUST193.9K shares10.67%2025-09-302025-11-07 SPAB SPDR SER TR187.9K shares-0.10%2025-09-302025-11-07 VT VANGUARD INTL EQUITY INDEX F34.2K shares-16.68%2025-09-302025-11-07 DFIS DIMENSIONAL ETFTRUST145.2K shares0.99%2025-09-302025-11-07 VCIT VANGUARDSCOTTSDALE FDS53.6K shares-0.55%2025-09-302025-11-07 DFSV DIMENSIONAL ETFTRUST117.5K shares18.23%2025-09-302025-11-07 BRK.B Berkshire Hathaway Inc CL B6.6K shares-1.34%2025-09-302025-11-07 SPSB SPDR SER TR98.8K shares15.36%2025-09-302025-11-07 AVIV AMERICAN CENTY ETF TR36.8K shares-1.11%2025-09-302025-11-07 BRK.A BERKSHIRE HATHAWAY INC-DEL CL A3 shares0.00%2025-09-302025-11-07 VTV VANGUARD INDEX FDS11.6K shares0.00%2025-09-302025-11-07 Nucor Corp Nucor Corp14.2K shares-48.61%2025-09-302025-11-07 AVSF AMERICAN CENTY ETF TR34.9K shares12.29%2025-09-302025-11-07 DFLV DIMENSIONAL ETFTRUST50.0K shares5.29%2025-09-302025-11-07 EFV ISHARES TR19.6K shares0.00%2025-09-302025-11-07 AAPL APPLE INC COM4.7K shares0.00%2025-09-302025-11-07 MSFT Microsoft Corp2.3K shares0.00%2025-09-302025-11-07 SPSM SPDR SER TR24.3K shares-1.83%2025-09-302025-11-07 UNP UNION PACIFIC CORP4.2K shares-0.02%2025-09-302025-11-07 SLYV SPDR SER TR9.8K shares-0.49%2025-09-302025-11-07 AMZN AMAZON.COM INC COM3.8K shares0.21%2025-09-302025-11-07 PLTR Palantir Technologies In4.0K shares-11.09%2025-09-302025-11-07 CAT CATERPILLAR INC COM1.3K shares0.00%2025-09-302025-11-07 AVUS AMERICAN CENTY ETF TR4.8K shares0.21%2025-09-302025-11-07 VBR VANGUARD SMALL CAP VALUEETF2.5K shares0.00%2025-09-302025-11-07 MCD MCDONALDS CORP1.7K shares0.00%2025-09-302025-11-07 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF3.6K sharesnew addition2025-09-302025-11-07 DISV DIMENSIONAL ETFTRUST11.1K shares-17.78%2025-09-302025-11-07 SPYV SPDR SER TR7.1K shares0.00%2025-09-302025-11-07 IWN ISHARES TR1.9K shares0.00%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP COM676 shares0.00%2025-09-302025-11-07 RTX RAYTHEON TECH CORP1.8K shares0.00%2025-09-302025-11-07 WFC WELLS FARGO & COMPANY3.5K shares0.00%2025-09-302025-11-07 VWO VANGUARD FTSE EMERGING MARKETS ETF5.0K shares0.00%2025-09-302025-11-07 DFEV DIMENSIONAL EMERGING MARKTS VALU ETF7.8K sharesnew addition2025-09-302025-11-07 TSLA TESLA527 sharesnew addition2025-09-302025-11-07 FBTC FIDELITY WISE ORIGIN2.3K shares2.16%2025-09-302025-11-07 NVDA NVIDIA CORP1.2K sharesnew addition2025-09-302025-11-07 DFAR DIMENSIONAL US REAL ESTATE ETF8.9K sharesnew addition2025-09-302025-11-07 BSV VANGUARDSCOTTSDALE FDS8.9K shares249.36%2025-09-302025-11-07 F FORD MTR CO DEL15.5K shares0.00%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available