McMill Wealth Management
CIK 2056447 · Holdings on Dec 31, 2024 · First reported Feb 18, 2025
Top ten holdings
Q4 2024- SPIB20.45%
- SPYM8.37%
- DFIV6.48%
- AVUV6.03%
- DFAT5.97%
- 23320G5055.25%
- 20519U1005.04%
- DFUS5.01%
- AVDV4.48%
- AVLV3.97%
Share classes counted separately71.05%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $50.50M | 20.45% | 1.54M shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFLarge Cap ETF View history and evidence | $20.67M | 8.37% | 299.83K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNALVAL View history and evidence | $16.01M | 6.48% | 451.20K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML Value ETF View history and evidence | $14.90M | 6.03% | 154.33K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFATDIMENSIONAL US TARGET VALUEUS TARGETEDVLU View history and evidence | $14.75M | 5.97% | 265.02K shares | Prior unavailable — | — | ↗▾ |
| 06 | 23320G505DIMENSIONAL ETFTRUSTUS Small Cap View history and evidence | $12.96M | 5.25% | 199.08K shares | Prior unavailable — | — | ↗▾ |
| 07 | 20519U100DIMENSIONAL ETFTRUSTUS Marketwide Value ETF View history and evidence | $12.46M | 5.04% | 304.41K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFUS Large Cap View history and evidence | $12.37M | 5.01% | 194.08K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $11.07M | 4.48% | 170.03K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVLVAVANTIS US LARGE CAP VALUEUS LGEVAL View history and evidence | $9.80M | 3.97% | 146.79K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2056447 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 246980310
}Research all 44 reported holdings.
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