Mc Mill Wealth Management New Holdings in Q4 2024

Mc Mill Wealth Management

  • $247 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.54M
New
$32.65 - $33.68 $50.3M - $51.9M
1.54M $50.5B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
300K
New
$66.77 - $71.52 $20M - $21.4M
300K $20.7B
DFIV
Dimensional ETF Tr

ETFs
451K
New
$34.86 - $37.97 $15.7M - $17.1M
451K $16B
AVUV
American Centy ETF Tr Avantis

ETFs
154K
New
$94.37 - $106.41 $14.6M - $16.4M
154K $14.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
265K
New
$54.54 - $61.04 $14.5M - $16.2M
265K $14.8B
Dimensional Etftrust
199K
New
N/A
199K $13B
Dimensional Etftrust
304K
New
N/A
304K $12.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
194K
New
$61.52 - $66.5 $11.9M - $12.9M
194K $12.4B
AVDV
American Centy ETF Tr Avantis

ETFs
170K
New
$63.85 - $70.4 $10.9M - $12M
170K $11.1B
AVLV
American Centy ETF Tr Avantis
147K
New
$65.51 - $71.22 $9.62M - $10.5M
147K $9.8B
IVV
Ishares Core S&P 500 ETF

ETFs
9.34K
New
$570.51 - $610.59 $5.33M - $5.7M
9.34K $5.5B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
207K
New
$24.94 - $26.14 $5.16M - $5.41M
207K $5.17B
VT
Vanguard Total World Stk Index

ETFs
43.8K
New
$117.09 - $123.07 $5.13M - $5.39M
43.8K $5.14B
DFAE
Dimensional ETF Tr

ETFs
197K
New
$25.36 - $28.15 $5.01M - $5.56M
197K $5.01B
Dimensional Etftrust
78.4K
New
N/A
78.4K $4.9B
VCIT
Vanguard Intermediate Term Cor

ETFs
56K
New
$80.13 - $83.77 $4.49M - $4.69M
56K $4.5B
Dimensional Etftrust
140K
New
N/A
140K $3.59B
Nucor Corp
26.8K
New
N/A
26.8K $3.13B
DFIS
Dimensional ETF Tr Dimensional

ETFs
111K
New
$24.25 - $26.7 $2.69M - $2.97M
111K $2.73B
SPSB
Spdr Portfolio Short Term Corp

ETFs
81.1K
New
$29.77 - $30.19 $2.41M - $2.45M
81.1K $2.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.22K
New
$442.29 - $483.08 $2.31M - $2.52M
5.22K $2.36B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$664750.0 - $724132.5 $1.99M - $2.17M
3 $2.04B
AVIV
American Centy ETF Tr Avantis
39.1K
New
$51.24 - $55.81 $2M - $2.18M
39.1K $2.03B
Dimensional Etftrust
38.7K
New
N/A
38.7K $1.16B
AAPL
Apple Inc.

Technology
4.57K
New
$221.69 - $259.02 $1.01M - $1.18M
4.57K $1.14B
MSFT
Microsoft Corp

Technology
2.56K
New
$406.35 - $454.46 $1.04M - $1.16M
2.56K $1.08B
DFSV
Dimensional ETF Tr Dimensional

ETFs
34.3K
New
$30.18 - $33.87 $1.04M - $1.16M
34.3K $1.06B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11.7K
New
$84.34 - $95.14 $990K - $1.12M
11.7K $1.02B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.2K
New
$44.33 - $49.55 $983K - $1.1M
22.2K $996M
UNP
Union Pacific Corp

Industrials
4.22K
New
$223.15 - $249.32 $942K - $1.05M
4.22K $962M
AVSF
American Centy ETF Tr Avantis

ETFs
19.6K
New
$46.02 - $47.0 $903K - $922K
19.6K $905M
AMZN
Amazon Com Inc

Consumer Cyclical
3.63K
New
$180.88 - $232.93 $657K - $846K
3.63K $797M
EFV
Msci Eafe Value ETF

ETFs
12.7K
New
$51.78 - $57.15 $656K - $724K
12.7K $665M
VTV
Vanguard Value ETF

ETFs
2.92K
New
$168.32 - $181.87 $491K - $531K
2.92K $494M
CAT
Caterpillar Inc

Industrials
1.31K
New
$360.37 - $416.88 $472K - $547K
1.31K $476M
PLTR
Palantir Technologies Inc.

Technology
5.18K
New
$36.46 - $82.38 $189K - $426K
5.18K $391M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.05K
New
$51.09 - $55.27 $360K - $390K
7.05K $361M
REET
Ishares Global Reit ETF

ETFs
15K
New
$23.43 - $26.54 $352K - $399K
15K $360M
DISV
Dimensional ETF Tr Dimensional

ETFs
12.4K
New
$26.18 - $28.77 $325K - $357K
12.4K $330M
LMT
Lockheed Martin Corp

Industrials
672
New
$479.66 - $614.62 $322K - $413K
672 $327M
IWN
Ishares Russell2000 Val ETF

ETFs
1.87K
New
$162.69 - $181.35 $305K - $340K
1.87K $307M
WFC
Wells Fargo & Company

Financial Services
3.45K
New
$54.98 - $77.35 $190K - $267K
3.45K $242M
RTX
Raytheon Technologies Corp

Industrials
1.74K
New
$114.45 - $127.21 $199K - $221K
1.74K $201M
Activity Summary
Buys All Purchases 44 New Holdings 44 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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