Filer Name: MCMILL WEALTH MANAGEMENT
CIK: 2056447
Period: 2024-12-31
Filed At: 2025-02-18
Number of Holdings: 44
Portfolio Value: $0.25B

Mcmill Wealth Management Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPIB US SPDR PORT INT CORP BOND ETF 1,541,549 $51M 20.45% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 299,834 $21M 8.37% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 451,203 $16M 6.48% - -
AVUV US AVANTIS US SMALL CAP VALUE 154,332 $15M 6.03% - -
DFAT US DIMENSIONAL US TARGET VALUE 265,023 $15M 5.97% - -
23320G505 - DIMENSIONAL ETFTRUST 199,082 $13M 5.25% - -
20519U100 - DIMENSIONAL ETFTRUST 304,408 $12M 5.04% - -
DFUS US DIMENSIONAL US EQ MKT ETF 194,080 $12M 5.01% - -
AVDV US AVANTIS INTL S/C VALUE ETF 170,028 $11M 4.48% - -
AVLV US AVANTIS US LARGE CAP VALUE 146,790 $10M 3.97% - -
VCSH US VANGUARD S/T CORP BOND ETF 124,290 $10M 3.93% - -
IVV US ISHARES CORE S&P 500 ETF 9,337 $5M 2.23% - -
SPAB US SPDR PORTFOLIO AGGREGATE BON 207,025 $5M 2.09% - -
VT US VANGUARD TOT WORLD STK ETF 43,789 $5M 2.08% - -
DFAE US DIMENSIONAL EMERGING CORE EQ 197,462 $5M 2.03% - -
DFAW US DIMENSTIONAL WORLD EQTY ETF 78,438 $5M 1.98% - -
VCIT US VANGUARD INT-TERM CORPORATE 56,037 $4M 1.82% - -
DFGR US DIM GLOBAL REAL ESTATE ETF 140,472 $4M 1.45% - -
669988206 - NUCOR CORP 26,790 $3M 1.27% - -
DFIS US DIMENSIONAL INTERNATIONAL SM 111,121 $3M 1.10% - -
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