McCartney Wealth Management LLC
65 holdingsFiling period: 2026-03-31Current AUM: $128.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 133.1K | $14.8M | $17.0M | 13.17% | +2.9K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 301.7K | $11.7M | $13.4M | 10.41% | -7,067 | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 58.3K | $4.9M | $5.3M | 4.13% | +449 | 2026-03-31 |
| 4 | DFLV | DIMENSIONAL ETF TRUST | 135.9K | $4.9M | $5.5M | 4.29% | +2.5K | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 40.8K | $4.5M | $5.1M | 3.97% | -1,122 | 2026-03-31 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 91.9K | $4.5M | $5.1M | 3.96% | -2,730 | 2026-03-31 |
| 7 | AVSF | AMERICAN CENTY ETF TR | 93.0K | $4.4M | $4.3M | 3.35% | +1.5K | 2026-03-31 |
| 8 | DFEV | DIMENSIONAL ETF TRUST | 116.7K | $4.2M | $4.6M | 3.60% | -1,001 | 2026-03-31 |
| 9 | DFIP | DIMENSIONAL ETF TRUST | 100.0K | $4.2M | $4.0M | 3.14% | +1.6K | 2026-03-31 |
| 10 | AVIG | AMERICAN CENTY ETF TR | 99.5K | $4.1M | $4.1M | 3.15% | +1.6K | 2026-03-31 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | 109.3K | $3.7M | $4.0M | 3.10% | -7,773 | 2026-03-31 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | 89.1K | $3.3M | $3.7M | 2.85% | +2.3K | 2026-03-31 |
| 13 | AVEM | AMERICAN CENTY ETF TR | 37.9K | $3.1M | $3.4M | 2.63% | -329 | 2026-03-31 |
| 14 | DFGX | DIMENSIONAL ETF TRUST | 57.4K | $3.0M | $3.0M | 2.32% | -1,538 | 2026-03-31 |
| 15 | VTV | VANGUARD INDEX FDS | 14.1K | $2.8M | $3.1M | 2.41% | -81 | 2026-03-31 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | 48.9K | $2.6M | $2.8M | 2.17% | -731 | 2026-03-31 |
| 17 | AVDV | AMERICAN CENTY ETF TR | 25.1K | $2.5M | $2.6M | 2.04% | -533 | 2026-03-31 |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | 40.9K | $2.4M | $2.4M | 1.85% | +2.5K | 2026-03-31 |
| 19 | AVGV | AMERICAN CENTY ETF TR | 28.5K | $2.2M | $2.4M | 1.90% | +2.3K | 2026-03-31 |
| 20 | DUSB | DIMENSIONAL ETF TRUST | 33.7K | $1.7M | $1.7M | 1.33% | -1,437 | 2026-03-31 |
| 21 | STIP | ISHARES TR | 16.5K | $1.7M | $1.7M | 1.29% | +323 | 2026-03-31 |
| 22 | DIHP | DIMENSIONAL ETF TRUST | 51.6K | $1.7M | $1.8M | 1.38% | +1.0K | 2026-03-31 |
| 23 | CL | COLGATE PALMOLIVE CO | 19.2K | $1.6M | $1.8M | 1.36% | -- | 2026-03-31 |
| 24 | GNMA | ISHARES TR | 36.3K | $1.6M | $1.6M | 1.22% | +808 | 2026-03-31 |
| 25 | MTUM | ISHARES TR | 6.1K | $1.5M | $1.8M | 1.41% | +22 | 2026-03-31 |
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