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McLean Asset Management Corp

Portfolio Manager
McLean Asset Management Corp
Performance
+0.08% (2026 Q1)
AUM (13F)
$571.56M
# of Holdings
165
Performance Rank
Allocation (Top 20)
76.87%

McLean Asset Management Corp Holdings Map

Top 50 McLean Asset Management Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
14.42%741.5K$82.4M
+9.49%(+64.28K)
2025-Q1: 143.4K shares2025-Q2: 152.3K shares2025-Q3: 478.3K shares2025-Q4: 677.2K shares2026-Q1: 741.5K shares
$101.71(+22.97%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
8.08%544.2K$46.2M
+9.45%(+46.98K)
2025-Q1: 143.1K shares2025-Q2: 165.4K shares2025-Q3: 378.7K shares2025-Q4: 497.2K shares2026-Q1: 544.2K shares
$73.17(+24.88%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
7.97%642.6K$45.6M
-1.33%(-8.63K)
2025-Q1: 674.5K shares2025-Q2: 675.4K shares2025-Q3: 660.2K shares2025-Q4: 651.2K shares2026-Q1: 642.6K shares
$47.43(+70.18%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
6.93%491.8K$39.6M
+5.71%(+26.54K)
2025-Q1: 120.6K shares2025-Q2: 137.7K shares2025-Q3: 347.1K shares2025-Q4: 465.2K shares2026-Q1: 491.8K shares
$68.71(+38.09%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
5.21%614.5K$29.8M
-2.10%(-13.18K)
2025-Q1: 685.1K shares2025-Q2: 674.6K shares2025-Q3: 633.1K shares2025-Q4: 627.7K shares2026-Q1: 614.5K shares
$31.42(+67.53%)
2026-03-31
AAPL
APPLE INC
4.35%97.9K$24.9M
+0.22%(+219)
2025-Q1: 98.5K shares2025-Q2: 99.0K shares2025-Q3: 98.1K shares2025-Q4: 97.7K shares2026-Q1: 97.9K shares
$173.59(+72.17%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
3.31%358.3K$18.9M
-0.67%(-2.43K)
2025-Q1: 399.8K shares2025-Q2: 397.4K shares2025-Q3: 370.5K shares2025-Q4: 360.7K shares2026-Q1: 358.3K shares
$33.27(+67.28%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
3.21%257.6K$18.3M
-2.13%(-5.61K)
2025-Q1: 289.4K shares2025-Q2: 288.9K shares2025-Q3: 274.3K shares2025-Q4: 263.2K shares2026-Q1: 257.6K shares
$55.67(+37.42%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
2.88%281.7K$16.5M
+13.25%(+32.96K)
2025-Q1: 182.9K shares2025-Q2: 172.8K shares2025-Q3: 220.3K shares2025-Q4: 248.7K shares2026-Q1: 281.7K shares
$58.83(-0.96%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
2.52%231.0K$14.4M
-1.32%(-3.10K)
2025-Q1: 261.2K shares2025-Q2: 258.5K shares2025-Q3: 239.2K shares2025-Q4: 234.1K shares2026-Q1: 231.0K shares
$43.31(+52.02%)
2026-03-31

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