Mullaney, Keating & Wright, Inc.
69 holdingsFiling period: 2026-03-31Current AUM: $210.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 215.5K | $54.7M | $66.6M | 31.63% | +256 | 2026-03-31 |
| 2 | IWB | ISHARES TR | 52.0K | $18.5M | $21.2M | 10.08% | -1,661 | 2026-03-31 |
| 3 | IWR | ISHARES TR | 95.7K | $9.3M | $10.5M | 4.99% | -632 | 2026-03-31 |
| 4 | ACWI | ISHARES TR | 61.6K | $8.5M | $9.6M | 4.58% | +733 | 2026-03-31 |
| 5 | IWD | ISHARES TR | 36.9K | $7.9M | $9.3M | 4.41% | -1,255 | 2026-03-31 |
| 6 | VTIP | VANGUARD MALVERN FDS | 122.7K | $6.1M | $6.1M | 2.90% | -4,259 | 2026-03-31 |
| 7 | IWS | ISHARES TR | 40.3K | $5.9M | $6.7M | 3.20% | -643 | 2026-03-31 |
| 8 | EFA | ISHARES TR | 58.4K | $5.7M | $6.2M | 2.93% | +341 | 2026-03-31 |
| 9 | IWN | ISHARES TR | 29.5K | $5.6M | $6.5M | 3.10% | -224 | 2026-03-31 |
| 10 | SHW | SHERWIN WILLIAMS CO | 15.5K | $5.0M | $5.3M | 2.51% | -- | 2026-03-31 |
| 11 | ICSH | ISHARES TR | 93.6K | $4.7M | $4.7M | 2.25% | +7.5K | 2026-03-31 |
| 12 | MINT | PIMCO ETF TR | 42.7K | $4.3M | $4.3M | 2.05% | +2.4K | 2026-03-31 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 57.9K | $3.7M | $4.1M | 1.94% | +111 | 2026-03-31 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | 64.7K | $3.3M | $3.3M | 1.55% | +4.9K | 2026-03-31 |
| 15 | IVV | ISHARES TR | 4.8K | $3.1M | $3.6M | 1.71% | +17 | 2026-03-31 |
| 16 | IJR | ISHARES TR | 23.6K | $2.9M | $3.4M | 1.63% | -2,733 | 2026-03-31 |
| 17 | EMGF | ISHARES INC | 45.9K | $2.6M | $2.9M | 1.39% | -251 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 3.8K | $2.3M | $2.6M | 1.24% | +60 | 2026-03-31 |
| 19 | IJH | ISHARES TR | 27.6K | $1.9M | $2.1M | 0.99% | -9,926 | 2026-03-31 |
| 20 | IVE | ISHARES TR | 8.3K | $1.7M | $1.9M | 0.91% | -383 | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 5.4K | $1.7M | $2.0M | 0.94% | +1 | 2026-03-31 |
| 22 | BIV | VANGUARD BD INDEX FDS | 17.0K | $1.3M | $1.3M | 0.61% | +1.3K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 6.9K | $1.2M | $1.1M | 0.51% | -- | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 6.9K | $1.2M | $1.1M | 0.51% | -- | 2026-03-31 |
| 25 | COKE | COCA COLA CONS INC | 14.8K | $1.1M | $1.1M | 0.52% | -- | 2026-03-31 |
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