MCMILL WEALTH MANAGEMENT 13F Portfolio
MCMILL WEALTH MANAGEMENT runs MCMILL WEALTH MANAGEMENT and currently holds 62 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $427.07M. Their top holdings are RWR, AVLV, XNTK, AVDV, SPYG. The top five represent 15.1% of reported portfolio weight. MCMILL WEALTH MANAGEMENT ranks #771 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MCMILL WEALTH MANAGEMENT initiated 3 new positions. They added to 36 existing positions. Their current best-performing preview position is XNTK with returns of +528.38%.
Portfolio Value
$427.07M
Alpha Score
29.5
#771 of 1000
Holdings
62
MCMILL WEALTH MANAGEMENT Current 13F Holdings
Reported holdings from MCMILL WEALTH MANAGEMENT's latest SEC 13F filing, ranked by portfolio weight.
62 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RWR STATE STREET SPDR PORTFOLIO S&P 500 ETF | 4.38% | $112.83 | $104.62 | -7.28% | Added +8705.08% |
 AVLV AVANTIS US LARGE CAP VALUE ETF | 4.16% | $90.97 | $92.41 | +1.58% | Added +9082.52% |
 XNTK STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 2.64% | $385.46 | $385.47 | +0.00% | Added +2507.48% |
 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 2.55% | $102.69 | $108.42 | +5.58% | Added +10238.65% |
 SPYG STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1.41% | $118.29 | $125.69 | +6.26% | Added +2901.01% |
 VCSH VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 1.22% | $79.03 | $77.30 | -2.19% | Added +264766.22% |
 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | 1.13% | $82.63 | $78.41 | -5.11% | Added +12138.50% |
 AVSF AVANTIS SHORT-TERM FIXEDINCOME ETF | 0.82% | $46.57 | $45.61 | -2.07% | Added +5227.88% |
 AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 0.47% | $77.09 | $78.98 | +2.45% | Added +7485.83% |
 XME STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 0.33% | $106.95 | $106.31 | -0.60% | Added +5348.91% |
Showing 1-10 of 62