McCartney Wealth Management LLC
65 holdingsFiling period: 2026-06-30Current AUM: $128.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | American Centy ETF TR | 135.4K | $17.3M | $16.9M | 13.14% | +2.3K | 2026-06-30 |
| 2 | DFAC | Dimensional ETF Trust | 300.1K | $13.3M | $13.1M | 10.24% | -1,570 | 2026-06-30 |
| 3 | DFLV | Dimensional ETF Trust | 139.7K | $5.5M | $5.7M | 4.46% | +3.8K | 2026-06-30 |
| 4 | AVDE | American Centy ETF TR | 59.6K | $5.3M | $5.2M | 4.07% | +1.3K | 2026-06-30 |
| 5 | AVUV | American Centy ETF TR | 41.8K | $5.2M | $5.0M | 3.90% | +1.0K | 2026-06-30 |
| 6 | DFEV | Dimensional ETF Trust | 119.4K | $5.1M | $4.5M | 3.53% | +2.7K | 2026-06-30 |
| 7 | DFUV | Dimensional ETF Trust | 91.3K | $5.0M | $5.1M | 3.94% | -641 | 2026-06-30 |
| 8 | AVSF | American Centy ETF TR | 97.0K | $4.5M | $4.5M | 3.48% | +4.0K | 2026-06-30 |
| 9 | DFIP | Dimensional ETF Trust | 106.1K | $4.4M | $4.2M | 3.30% | +6.1K | 2026-06-30 |
| 10 | AVIG | American Centy ETF TR | 103.3K | $4.3M | $4.2M | 3.24% | +3.8K | 2026-06-30 |
| 11 | DFAX | Dimensional ETF Trust | 108.2K | $4.0M | $3.8M | 2.95% | -1,140 | 2026-06-30 |
| 12 | DUHP | Dimensional ETF Trust | 92.8K | $3.9M | $3.8M | 2.98% | +3.7K | 2026-06-30 |
| 13 | AVEM | American Centy ETF TR | 37.9K | $3.7M | $3.2M | 2.46% | -2 | 2026-06-30 |
| 14 | DFGX | Dimensional ETF Trust | 63.4K | $3.4M | $3.3M | 2.58% | +6.0K | 2026-06-30 |
| 15 | VTV | Vanguard Index Fds | 14.2K | $3.1M | $3.2M | 2.47% | +131 | 2026-06-30 |
| 16 | DFIV | Dimensional ETF Trust | 49.3K | $2.7M | $2.7M | 2.14% | +490 | 2026-06-30 |
| 17 | AVDV | American Centy ETF TR | 25.5K | $2.6M | $2.6M | 2.04% | +425 | 2026-06-30 |
| 18 | AVGV | American Centy ETF TR | 29.3K | $2.5M | $2.4M | 1.91% | +712 | 2026-06-30 |
| 19 | VGIT | Vanguard Scottsdale Fds | 41.9K | $2.5M | $2.4M | 1.88% | +952 | 2026-06-30 |
| 20 | MTUM | iShares TR | 6.1K | $2.1M | $1.5M | 1.21% | +18 | 2026-06-30 |
| 21 | DIHP | Dimensional ETF Trust | 53.2K | $1.8M | $1.8M | 1.38% | +1.7K | 2026-06-30 |
| 22 | CL | Colgate Palmolive Co | 19.2K | $1.8M | $1.9M | 1.45% | -- | 2026-06-30 |
| 23 | STIP | iShares TR | 16.6K | $1.7M | $1.7M | 1.30% | +173 | 2026-06-30 |
| 24 | GNMA | iShares TR | 37.0K | $1.6M | $1.6M | 1.24% | +683 | 2026-06-30 |
| 25 | DUSB | Dimensional ETF Trust | 27.3K | $1.4M | $1.4M | 1.08% | -6,394 | 2026-06-30 |
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