Top 50 McLean Asset Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 14.42% | 741.5K | $82.4M | +9.49%(+64.28K) | $101.71(+22.97%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 8.08% | 544.2K | $46.2M | +9.45%(+46.98K) | $73.17(+24.88%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.97% | 642.6K | $45.6M | -1.33%(-8.63K) | $47.43(+70.18%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.93% | 491.8K | $39.6M | +5.71%(+26.54K) | $68.71(+38.09%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.21% | 614.5K | $29.8M | -2.10%(-13.18K) | $31.42(+67.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.35% | 97.9K | $24.9M | +0.22%(+219) | $173.59(+72.17%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.31% | 358.3K | $18.9M | -0.67%(-2.43K) | $33.27(+67.28%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.21% | 257.6K | $18.3M | -2.13%(-5.61K) | $55.67(+37.42%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.88% | 281.7K | $16.5M | +13.25%(+32.96K) | $58.83(-0.96%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.52% | 231.0K | $14.4M | -1.32%(-3.10K) | $43.31(+52.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.11% |
| Top 20 Holdings Unweighted | +12.71% | +43.18% |
Sign up free to track McLean Asset Management Corp, compare funds side by side, and get alerts the moment positions change.