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McLean Asset Management Corp

166 holdingsFiling period: 2026-03-31Current AUM: $641.2Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1AVUSAMERICAN CENTY ETF TR741.5K$82.4M$94.6M14.75%+64.3K2026-03-31
2AVDEAMERICAN CENTY ETF TR544.2K$46.2M$49.6M7.74%+47.0K2026-03-31
3DFUSDIMENSIONAL ETF TRUST642.6K$45.6M$52.4M8.18%-8,6292026-03-31
4AVEMAMERICAN CENTY ETF TR491.8K$39.6M$44.0M6.86%+26.5K2026-03-31
5DFUVDIMENSIONAL ETF TRUST614.5K$29.8M$34.2M5.33%-13,1792026-03-31
6AAPLAPPLE INC97.9K$24.9M$30.3M4.72%+2192026-03-31
7DFIVDIMENSIONAL ETF TRUST358.3K$18.9M$20.5M3.20%-2,4302026-03-31
8DFASDIMENSIONAL ETF TRUST257.6K$18.3M$20.9M3.25%-5,6132026-03-31
9VGSHVANGUARD SCOTTSDALE FDS281.7K$16.5M$16.4M2.55%+33.0K2026-03-31
10DFATDIMENSIONAL ETF TRUST231.0K$14.4M$16.3M2.55%-3,0962026-03-31
11BNDXVANGUARD CHARLOTTE FDS270.1K$13.0M$12.9M2.01%+79.4K2026-03-31
12SPYSTATE STR SPDR S&P 500 ETF T19.0K$12.4M$14.2M2.22%-52026-03-31
13DFACDIMENSIONAL ETF TRUST306.4K$11.9M$13.6M2.13%-5,2222026-03-31
14IWMISHARES TR46.6K$11.6M$13.6M2.12%-2652026-03-31
15AVLVAMERICAN CENTY ETF TR142.5K$11.5M$13.1M2.05%+34.0K2026-03-31
16EFVISHARES TR139.8K$10.4M$11.3M1.76%-2,1552026-03-31
17NVDANVIDIA CORPORATION49.9K$8.7M$10.0M1.56%-2722026-03-31
18DFSVDIMENSIONAL ETF TRUST236.7K$8.3M$9.4M1.46%+35.1K2026-03-31
19VTIVANGUARD INDEX FDS25.4K$8.1M$9.3M1.46%--2026-03-31
20DFGRDIMENSIONAL ETF TRUST267.3K$7.1M$8.0M1.24%+119.7K2026-03-31
21VTVVANGUARD INDEX FDS29.4K$5.8M$6.5M1.01%+332026-03-31
22IWNISHARES TR29.7K$5.6M$6.6M1.02%-512026-03-31
23MSFTMICROSOFT CORP13.0K$4.8M$6.1M0.94%-5922026-03-31
24AVIVAMERICAN CENTY ETF TR61.5K$4.6M$5.0M0.77%+13.8K2026-03-31
25AVUVAMERICAN CENTY ETF TR36.7K$4.1M$4.6M0.72%-1,6752026-03-31
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