McKinley Carter Wealth Services, Inc.
318 holdingsFiling period: 2026-06-30Current AUM: $1.94Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional ETF Trust | 3.64M | $150.0M | $150.3M | 7.76% | +152.7K | 2026-06-30 |
| 2 | IVV | iShares TR | 171.8K | $128.7M | $132.1M | 6.82% | +4.2K | 2026-06-30 |
| 3 | FBND | Fidelity Merrimack Str TR | 2.45M | $111.3M | $107.9M | 5.57% | +177.2K | 2026-06-30 |
| 4 | IWB | iShares TR | 249.4K | $102.1M | $104.3M | 5.39% | +2.1K | 2026-06-30 |
| 5 | DFAE | Dimensional ETF Trust | 2.30M | $92.5M | $84.0M | 4.34% | +120.6K | 2026-06-30 |
| 6 | AGG | iShares TR | 652.2K | $64.6M | $62.6M | 3.24% | +31.9K | 2026-06-30 |
| 7 | VXUS | Vanguard Star Fds | 519.6K | $44.4M | $42.9M | 2.22% | -9,991 | 2026-06-30 |
| 8 | VEA | Vanguard Tax-Managed Fds | 531.8K | $37.9M | $36.9M | 1.90% | +6.1K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 127.6K | $36.9M | $43.9M | 2.27% | -517 | 2026-06-30 |
| 10 | IVE | iShares TR | 162.6K | $36.9M | $38.8M | 2.01% | +2.3K | 2026-06-30 |
| 11 | IEFA | iShares TR | 368.5K | $35.6M | $35.4M | 1.83% | -8,216 | 2026-06-30 |
| 12 | ILCG | iShares TR | 279.2K | $32.7M | $31.5M | 1.63% | +8.4K | 2026-06-30 |
| 13 | AVGO | Broadcom Inc | 77.4K | $29.2M | $25.5M | 1.32% | -2,675 | 2026-06-30 |
| 14 | DYNF | BlackRock ETF Trust | 414.7K | $28.2M | $28.4M | 1.47% | +24.9K | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 73.7K | $26.4M | $23.4M | 1.21% | +11.0K | 2026-06-30 |
| 16 | IWF | iShares TR | 197.0K | $24.5M | $23.8M | 1.23% | +147.7K | 2026-06-30 |
| 17 | USIG | iShares TR | 399.3K | $20.5M | $19.7M | 1.02% | +41.1K | 2026-06-30 |
| 18 | MBB | iShares TR | 208.8K | $19.7M | $19.1M | 0.99% | +32.6K | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 96.3K | $19.3M | $20.8M | 1.07% | +17.1K | 2026-06-30 |
| 20 | IJR | iShares TR | 127.4K | $18.9M | $17.7M | 0.91% | -9 | 2026-06-30 |
| 21 | IXUS | iShares TR | 189.1K | $18.1M | $17.5M | 0.90% | -10,746 | 2026-06-30 |
| 22 | XLK | Select Sector Spdr TR | 89.8K | $17.1M | $16.7M | 0.86% | -1,423 | 2026-06-30 |
| 23 | TLH | iShares TR | 166.5K | $16.7M | $15.9M | 0.82% | +35.1K | 2026-06-30 |
| 24 | GRID | First TR Exchange-Traded FD | 85.1K | $16.3M | $13.9M | 0.72% | +5.7K | 2026-06-30 |
| 25 | IJH | iShares TR | 206.0K | $15.9M | $15.0M | 0.78% | -9,476 | 2026-06-30 |
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