StockDriftsStockDriftsTop 39 McMill Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| INY | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 18.59% | 2.08M | $69.9M | new | $33.54(-27.18%) | 2026-03-31 | |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 6.24% | 306.7K | $23.5M | new | $99.60(+10.39%) | 2026-03-31 | |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 6.21% | 289.8K | $23.4M | +7.63%(+20.54K) | $68.41(+29.64%) | 2026-03-31 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 4.73% | 178.3K | $17.8M | -1.71%(-3.11K) | $67.94(+62.08%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.29% | 13.2K | $8.6M | +0.38%(+50) | $580.70(+29.42%) | 2026-03-31 | |
| VCLT | VANGUARD SHORT TERM COR BD ETF | 1.98% | 94.0K | $7.5M | new | $75.28(-1.02%) | 2026-03-31 | |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 1.23% | 181.2K | $4.6M | new | $266.58(+28.82%) | 2026-03-31 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | 1.18% | 53.6K | $4.4M | -0.04%(-20) | $81.99(+0.57%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 0.83% | 6.5K | $3.1M | +0.14%(+9) | $465.03(+4.09%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 0.79% | 98.7K | $3.0M | new | $102.31(+17.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.67% | +50.79% |
| Top 20 Holdings Unweighted | +15.67% | +54.75% |
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