McClarren Financial Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in McClarren Financial Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 11.07% | 18.697 M $ | 58279 | 2020/12/31 | -960.519 K $ | -4.91 % |
| 2026/03/31 | VUSB | VANGUARD BD INDEX FDS | 9.13% | 15.423 M $ | 309795 | 2021/06/30 | -3.990 K $ | -0.03 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 8.64% | 14.599 M $ | 55739 | 2020/12/31 | 220.922 K $ | 1.56 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 7.57% | 12.792 M $ | 21407 | 2020/12/31 | -1.703 M $ | -12.73 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 5.74% | 9.698 M $ | 33769 | 2020/12/31 | -120.213 K $ | -1.24 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 4.59% | 7.757 M $ | 21112 | 2020/12/31 | -12.842 M $ | -150.59 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 4.40% | 7.431 M $ | 96363 | 2020/12/31 | 38.288 K $ | 0.54 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 4.07% | 6.867 M $ | 31930 | 2020/12/31 | -87.362 K $ | -1.28 % |
| 2026/03/31 | AAPL | APPLE INC | 3.12% | 5.263 M $ | 20739 | 2020/12/31 | -174.212 K $ | -3.09 % |
| 2026/03/31 | ISTB | ISHARES TR | 2.75% | 4.644 M $ | 95834 | 2020/12/31 | -1.806 K $ | -0.05 % |
| 2026/03/31 | DSI | ISHARES TR | 2.39% | 4.043 M $ | 33362 | 2020/12/31 | -98.067 K $ | -2.29 % |
| 2026/03/31 | SGOV | ISHARES TR | 2.34% | 3.948 M $ | 39217 | 2024/12/31 | 3.261 K $ | 0.11 % |
| 2026/03/31 | ESGV | VANGUARD WORLD FD | 2.28% | 3.857 M $ | 34352 | 2020/12/31 | -73.995 K $ | -1.79 % |
| 2026/03/31 | MGC | VANGUARD WORLD FD | 2.26% | 3.813 M $ | 16133 | 2020/12/31 | -153.624 K $ | -3.75 % |
| 2026/03/31 | IWV | ISHARES TR | 2.23% | 3.764 M $ | 10154 | 2020/12/31 | -104.733 K $ | -2.67 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 1.59% | 2.691 M $ | 9003 | 2020/12/31 | -50.816 K $ | -1.79 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 1.50% | 2.531 M $ | 4385 | 2020/12/31 | -274.502 K $ | -10.21 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 1.20% | 2.031 M $ | 10353 | 2020/12/31 | 35.089 K $ | 1.78 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 1.02% | 1.715 M $ | 11577 | 2020/12/31 | 35.343 K $ | 2.14 % |
| 2026/03/31 | SPTM | SPDR SERIES TRUST | 0.89% | 1.499 M $ | 18966 | 2020/12/31 | -15.920 K $ | -1.03 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.83% | 1.400 M $ | 25901 | 2020/12/31 | 1.722 K $ | 0.14 % |
| 2026/03/31 | IVV | ISHARES TR | 0.80% | 1.350 M $ | 2066 | 2020/12/31 | -348.966 K $ | -24.72 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.79% | 1.342 M $ | 20949 | 2020/12/31 | 13.219 K $ | 1.01 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.71% | 1.204 M $ | 3253 | 2020/12/31 | -395.146 K $ | -25.13 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 0.68% | 1.153 M $ | 5603 | 2020/12/31 | -13.047 K $ | -1.10 % |
| 2026/03/31 | VSGX | VANGUARD WORLD FD | 0.66% | 1.118 M $ | 15581 | 2020/12/31 | 150.000 $ | 0.01 % |
| 2026/03/31 | IWM | ISHARES TR | 0.66% | 1.115 M $ | 4495 | 2020/12/31 | 6.716 K $ | 0.58 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.65% | 1.098 M $ | 1574 | 2020/12/31 | -4.311 M $ | -419.00 % |
| 2026/03/31 | IWB | ISHARES TR | 0.65% | 1.090 M $ | 3057 | 2020/12/31 | -70.085 K $ | -6.15 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.64% | 1.084 M $ | 4989 | 2020/12/31 | 31.586 K $ | 3.00 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.59% | 992.871 K $ | 7021 | 2020/12/31 | -27.813 K $ | -2.66 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 0.58% | 975.811 K $ | 12993 | 2020/12/31 | 2.567 K $ | 0.27 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.57% | 968.292 K $ | 27634 | 2022/09/30 | 28.328 K $ | 3.10 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.55% | 933.002 K $ | 1947 | 2020/12/31 | -78.111 K $ | -7.74 % |
| 2026/03/31 | SUSA | ISHARES TR | 0.54% | 915.089 K $ | 6927 | 2020/12/31 | -21.068 K $ | -2.19 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 0.50% | 845.917 K $ | 4590 | 2020/12/31 | 15.029 K $ | 1.85 % |
| 2026/03/31 | SPDW | SPDR INDEX SHS FDS | 0.49% | 834.605 K $ | 18283 | 2020/12/31 | 3.672 K $ | 0.45 % |
| 2026/03/31 | VBK | VANGUARD INDEX FDS | 0.49% | 832.084 K $ | 2753 | 2020/12/31 | 495.000 $ | 0.06 % |
| 2026/03/31 | ITOT | ISHARES TR | 0.48% | 803.589 K $ | 5642 | 2020/12/31 | -3.724 K $ | -0.45 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.42% | 716.314 K $ | 2491 | 2020/12/31 | -73.750 K $ | -9.46 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.41% | 696.990 K $ | 4825 | 2020/12/31 | 1.928 K $ | 0.28 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.41% | 695.568 K $ | 7104 | 2020/12/31 | -33.199 K $ | -4.37 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.39% | 664.590 K $ | 3191 | 2020/12/31 | -84.968 K $ | -11.54 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.38% | 635.670 K $ | 8107 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CATH | GLOBAL X FDS | 0.36% | 610.810 K $ | 7816 | 2020/12/31 | -22.811 K $ | -3.57 % |
| 2026/03/31 | WMT | WALMART INC | 0.35% | 591.940 K $ | 4763 | 2020/12/31 | 51.827 K $ | 9.78 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.35% | 586.189 K $ | 12131 | 2020/12/31 | 7.644 K $ | 1.33 % |
| 2026/03/31 | VPU | VANGUARD WORLD FD | 0.34% | 579.924 K $ | 2927 | 2021/09/30 | 25.020 K $ | 7.24 % |
| 2026/03/31 | VDE | VANGUARD WORLD FD | 0.33% | 552.902 K $ | 3195 | 2022/09/30 | 53.151 K $ | 25.13 % |
| 2026/03/31 | HSY | HERSHEY CO | 0.28% | 479.338 K $ | 2306 | 2022/09/30 | 7.436 K $ | 1.77 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.28% | 478.301 K $ | 520 | 2020/12/31 | -332.901 K $ | -59.57 % |
| 2026/03/31 | DFLV | DIMENSIONAL ETF TRUST | 0.28% | 475.721 K $ | 10948 | 2023/03/31 | 3.241 K $ | 0.71 % |
| 2026/03/31 | NUSC | NUSHARES ETF TR | 0.24% | 411.240 K $ | 9127 | 2021/06/30 | 2.072 K $ | 0.51 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.23% | 389.999 K $ | 4046 | 2020/12/31 | -15.494 K $ | -3.37 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.23% | 384.199 K $ | 1339 | 2020/12/31 | -49.758 K $ | -11.84 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.22% | 378.620 K $ | 2438 | 2020/12/31 | 6.520 K $ | 1.87 % |
| 2026/03/31 | IWR | ISHARES TR | 0.22% | 378.192 K $ | 3890 | 2020/12/31 | 3.759 K $ | 1.00 % |
| 2026/03/31 | BLD | TOPBUILD COR | 0.21% | 347.436 K $ | 989 | 2020/12/31 | -27.476 K $ | -8.91 % |
| 2026/03/31 | EFIV | SPDR SERIES TRUST | 0.21% | 346.308 K $ | 5490 | 2024/06/30 | -202.000 $ | -0.06 % |
| 2026/03/31 | EFA | ISHARES TR | 0.20% | 336.914 K $ | 3469 | 2020/12/31 | 1.224 K $ | 0.37 % |
| 2026/03/31 | IWD | ISHARES TR | 0.20% | 331.296 K $ | 1551 | 2020/12/31 | 4.921 K $ | 1.51 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.19% | 324.283 K $ | 375 | 2023/12/31 | 16.856 K $ | 5.49 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.19% | 323.723 K $ | 3650 | 2020/12/31 | 338.000 $ | 0.11 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.19% | 323.069 K $ | 1098 | 2020/12/31 | -57.102 K $ | -16.18 % |
| 2026/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 0.18% | 310.103 K $ | 5297 | 2021/12/31 | -22.000 $ | -0.01 % |
| 2026/03/31 | MGV | VANGUARD WORLD FD | 0.18% | 304.339 K $ | 2100 | 2021/06/30 | 3.744 K $ | 1.27 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.18% | 304.331 K $ | 3397 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NUMG | NUSHARES ETF TR | 0.18% | 300.497 K $ | 7315 | 2021/06/30 | -12.334 K $ | -3.53 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.18% | 296.875 K $ | 1215 | 2020/12/31 | 44.800 K $ | 17.86 % |
| 2026/03/31 | IYJ | ISHARES TR | 0.14% | 242.861 K $ | 1646 | 2020/12/31 | -93.000 $ | -0.04 % |
| 2026/03/31 | ESML | ISHARES TR | 0.14% | 230.403 K $ | 4900 | 2020/12/31 | 3.746 K $ | 1.66 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.13% | 222.209 K $ | 1847 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.13% | 221.819 K $ | 508 | 2025/12/31 | -67.769 K $ | -27.37 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.13% | 218.996 K $ | 622 | 2025/12/31 | 8.024 K $ | 3.97 % |
| 2026/03/31 | VDC | VANGUARD WORLD FD | 0.13% | 218.885 K $ | 975 | 2025/12/31 | 14.965 K $ | 7.31 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.13% | 214.961 K $ | 886 | 2020/12/31 | 10.011 K $ | 4.89 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 0.13% | 214.322 K $ | 6032 | 2025/09/30 | 221.000 $ | 0.10 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.13% | 213.049 K $ | 1256 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWN | ISHARES TR | 0.12% | 208.748 K $ | 1101 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | CEG | CONSTELLATION ENERGY CORP | 0.00% | 0.000 $ | 0 | 2022/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | INTU | INTUIT | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |