The Analysis of William Mack & Associates, Inc.'s Holdings
Currently, William Mack & Associates, Inc. holds 88 types of securities in its portfolio with a total value $185.9M. In the most recent quarter, they have increased their positions in VEA (+88.9K shares, valued at $5.3M), VCSH (+45.6K shares, valued at $3.6M), VO (+11.7K shares, valued at $3.4M); decreased their positions in SCHG (-130.4K shares, valued at $4.2M), TSLA (-805 shares, valued at $358.0K), AAPL (-655 shares, valued at $166.8K); initiated new positions in SMMU (+6.1K shares, valued at $309.5K), TSM (+844 shares, valued at $235.7K), JNJ (+1.3K shares, valued at $234.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCSH VANGUARD SCOTTSDALE FDS479.3K shares10.50%2025-09-302025-11-14
VO VANGUARD INDEX FDS66.4K shares21.41%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR522.9K shares-19.96%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS264.7K shares50.57%2025-09-302025-11-14 CWB SPDR SERIES TRUST148.8K shares24.14%2025-09-302025-11-14 AAPL APPLE INC37.1K shares-1.73%2025-09-302025-11-14 DISV DIMENSIONAL ETF TRUST254.6K shares41.68%2025-09-302025-11-14 MSFT MICROSOFT CORP11.1K shares-0.36%2025-09-302025-11-14 FNDF SCHWAB STRATEGIC TR121.5K shares85.22%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS67.1K shares5.17%2025-09-302025-11-14 VV VANGUARD INDEX FDS9.7K shares-0.34%2025-09-302025-11-14 AMZN AMAZON COM INC10.9K shares48.26%2025-09-302025-11-14 TSLA TESLA INC4.6K shares-14.81%2025-09-302025-11-14 VOO VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC7.0K shares-4.79%2025-09-302025-11-14 VUG VANGUARD INDEX FDS3.3K shares-5.06%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR50.2K shares0.27%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS19.6K shares-8.18%2025-09-302025-11-14 VSS VANGUARD INTL EQUITY INDEX F9.1K shares0.00%2025-09-302025-11-14 JPIE J P MORGAN EXCHANGE TRADED F27.8K shares18.04%2025-09-302025-11-14 IJH ISHARES TR18.8K shares0.00%2025-09-302025-11-14 META META PLATFORMS INC1.6K shares0.00%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.6K shares-3.90%2025-09-302025-11-14 IVV ISHARES TR1.5K shares-0.13%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS20.6K shares0.00%2025-09-302025-11-14 NVDA NVIDIA CORPORATION5.4K shares5.15%2025-09-302025-11-14 VOE VANGUARD INDEX FDS5.2K shares-1.93%2025-09-302025-11-14 SPYM SPDR SERIES TRUST11.4K shares0.80%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR1.3K shares-0.62%2025-09-302025-11-14 CGCB CAPITAL GRP FIXED INCM ETF T31.9K shares5.46%2025-09-302025-11-14 PSTP INNOVATOR ETFS TRUST21.8K shares0.00%2025-09-302025-11-14 VBK VANGUARD INDEX FDS2.5K shares-6.75%2025-09-302025-11-14 IWV ISHARES TR1.9K shares0.16%2025-09-302025-11-14 DTE DTE ENERGY CO4.6K shares0.00%2025-09-302025-11-14 DIS DISNEY WALT CO5.6K shares0.12%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F11.5K shares0.10%2025-09-302025-11-14 COKE COCA COLA CONS INC5.1K shares0.22%2025-09-302025-11-14 SYK STRYKER CORPORATION1.6K shares-0.13%2025-09-302025-11-14 AVUS AMERICAN CENTY ETF TR5.2K shares0.02%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR20.3K shares0.32%2025-09-302025-11-14 IWR ISHARES TR5.4K shares0.30%2025-09-302025-11-14 SPYX SPDR SERIES TRUST9.4K shares1.25%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL948 shares-1.15%2025-09-302025-11-14 NFLX NETFLIX INC395 shares0.00%2025-09-302025-11-14 T AT&T INC16.3K shares0.27%2025-09-302025-11-14 QQQ INVESCO QQQ TR733 shares5.77%2025-09-302025-11-14 GOOG ALPHABET INC1.8K shares0.00%2025-09-302025-11-14 IVW ISHARES TR3.5K shares-5.64%2025-09-302025-11-14 XOM EXXON MOBIL CORP3.6K shares0.17%2025-09-302025-11-14 CGCP CAPITAL GRP FIXED INCM ETF T16.8K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC927 shares-6.36%2025-09-302025-11-14 CGNG CAPITAL GROUP NEW GEOGRAPHY12.1K shares1.08%2025-09-302025-11-14 SFLR INNOVATOR ETFS TRUST9.9K shares21.62%2025-09-302025-11-14 UDEC INNOVATOR ETFS TRUST9.2K shares0.00%2025-09-302025-11-14 F FORD MTR CO29.2K shares-2.13%2025-09-302025-11-14 SPSM SPDR SERIES TRUST7.3K shares0.00%2025-09-302025-11-14 VIGI VANGUARD WHITEHALL FDS3.7K shares0.00%2025-09-302025-11-14 VB VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-11-14 SPGI S&P GLOBAL INC651 shares0.00%2025-09-302025-11-14 SMMU PIMCO ETF TR6.1K sharesnew addition2025-09-302025-11-14 VOT VANGUARD INDEX FDS999 shares-2.63%2025-09-302025-11-14 MA MASTERCARD INCORPORATED495 shares-1.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW1.8K shares0.17%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC682 shares0.00%2025-09-302025-11-14 GLD SPDR GOLD TR745 shares0.00%2025-09-302025-11-14 IWF ISHARES TR565 shares0.00%2025-09-302025-11-14 DTM DT MIDSTREAM INC2.3K shares0.00%2025-09-302025-11-14 V VISA INC761 shares-2.56%2025-09-302025-11-14 MDY SPDR S&P MIDCAP 400 ETF TR431 shares0.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW268 shares-2.90%2025-09-302025-11-14 DFSV DIMENSIONAL ETF TRUST7.8K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP850 shares-8.60%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD844 sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-11-14 EFA ISHARES TR2.5K shares0.00%2025-09-302025-11-14 ABBV ABBVIE INC974 sharesnew addition2025-09-302025-11-14 KO COCA COLA CO3.4K shares0.03%2025-09-302025-11-14 EQT EQT CORP4.1K shares0.00%2025-09-302025-11-14 CIBR FIRST TR EXCHANGE TRADED FD2.9K shares0.00%2025-09-302025-11-14 CSCO CISCO SYS INC3.2K shares-1.53%2025-09-302025-11-14 EOCT INNOVATOR ETFS TRUST6.9K sharesnew addition2025-09-302025-11-14 XLG INVESCO EXCHANGE TRADED FD T3.7K sharesnew addition2025-09-302025-11-14 HON HONEYWELL INTL INC982 shares0.00%2025-09-302025-11-14 ALL ALLSTATE CORP956 sharesnew addition2025-09-302025-11-14 PJUL INNOVATOR ETFS TRUST4.5K sharesnew addition2025-09-302025-11-14 WMT WALMART INC2.0K sharesnew addition2025-09-302025-11-14 EEMX SPDR INDEX SHS FDS4.8K sharesnew addition2025-09-302025-11-14 IJUN INNOVATOR ETFS TRUST7.0K shares-18.61%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available