McMill Wealth Management
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in McMill Wealth Management
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 18.59% | 69.910 M $ | 2084365 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | AVANTIS EMERGING MARKETSEQUITY ETF | 9.01% | 33.884 M $ | 307764 | 2025/12/31 | 108.006 K $ | 42.95 % | |
| 2026/03/31 | DIMENSIONAL INTERNATIONAL VALUE ETF | 7.18% | 27.012 M $ | 511789 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 6.24% | 23.472 M $ | 306668 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVLV | AVANTIS US LARGE CAP VALUE ETF | 6.21% | 23.359 M $ | 289783 | 2024/12/31 | 1.303 M $ | 6.39 % |
| 2026/03/31 | DIMENSIONAL U.S. SMALL CAP ETF | 5.46% | 20.532 M $ | 288649 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | DIMENSIONAL U.S. EQUITY MARKET ETF | 5.41% | 20.355 M $ | 287058 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 4.73% | 17.805 M $ | 178302 | 2024/12/31 | 1.069 M $ | 6.27 % |
| 2026/03/31 | DIMENSIONAL U.S. TARGETED VALUE ETF | 4.62% | 17.368 M $ | 278116 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | DIMENSIONAL US MARKETWIDE VALUE ETF | 4.56% | 17.160 M $ | 354109 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | DIMENSIONAL WORLD EQUITYETF | 4.12% | 15.488 M $ | 209915 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | IVV | ISHARES CORE S&P 500 ETF | 2.29% | 8.607 M $ | 13175 | 2024/12/31 | -416.456 K $ | -4.63 % |
| 2026/03/31 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 2.03% | 7.630 M $ | 225349 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | VCLT | VANGUARD SHORT TERM COR BD ETF | 1.98% | 7.451 M $ | 93998 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIMENSIONAL GLOBAL REAL ESTATE ETF | 1.79% | 6.730 M $ | 253190 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 1.45% | 5.453 M $ | 161968 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 1.23% | 4.644 M $ | 181247 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIMENSIONAL US SMALL CAPVALUE ETF | 1.22% | 4.584 M $ | 130828 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN | 1.18% | 4.439 M $ | 53646 | 2024/12/31 | -53.666 K $ | -1.19 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 0.83% | 3.122 M $ | 6516 | 2024/12/31 | -152.589 K $ | -4.67 % |
| 2026/03/31 | SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 0.79% | 2.969 M $ | 98747 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 0.67% | 2.522 M $ | 33699 | 2024/12/31 | 129.693 K $ | 5.05 % |
| 2026/03/31 | MGK | VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES | 0.66% | 2.498 M $ | 18057 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MADISON CNTY FINL INC | 0.65% | 2.457 M $ | 81874 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | AVSF | AVANTIS SHORT-TERM FIXEDINCOME ETF | 0.63% | 2.367 M $ | 50578 | 2024/12/31 | -13.744 K $ | -0.62 % |
| 2026/03/31 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 0.61% | 2.279 M $ | 11618 | 2024/12/31 | 60.529 K $ | 2.73 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DCLASS A | 0.57% | 2.154 M $ | 3 | 2024/12/31 | -109.980 K $ | -4.86 % |
| 2026/03/31 | DIMENSIONAL US LARGE CAPVALUE ETF | 0.53% | 1.995 M $ | 55875 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | NUE | NUCOR CORP | 0.51% | 1.930 M $ | 11414 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EFV | ISHARES MSCI EAFE VALUE ETF | 0.38% | 1.448 M $ | 19473 | 2024/12/31 | 58.094 K $ | 4.12 % |
| 2026/03/31 | AAPL | APPLE INC | 0.32% | 1.199 M $ | 4722 | 2024/12/31 | -85.669 K $ | -6.65 % |
| 2026/03/31 | XME | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 0.31% | 1.177 M $ | 24349 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.27% | 1.027 M $ | 4231 | 2024/12/31 | 47.810 K $ | 4.89 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.25% | 955.779 K $ | 2582 | 2024/12/31 | -261.388 K $ | -23.46 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.25% | 942.960 K $ | 1331 | 2024/12/31 | 180.470 K $ | 23.67 % |
| 2026/03/31 | SPLG | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 0.24% | 904.658 K $ | 9565 | 2024/12/31 | -1.119 M $ | -4.59 % |
| 2026/03/31 | AMZN | AMAZON.COM INC | 0.22% | 833.705 K $ | 4003 | 2024/12/31 | -85.983 K $ | -9.77 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INCLASS CLASS A | 0.16% | 587.607 K $ | 4017 | 2024/12/31 | -126.194 K $ | -17.70 % |
| 2026/03/31 | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 0.15% | 576.494 K $ | 14617 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | 0.15% | 547.470 K $ | 2520 | 2025/03/31 | 13.737 K $ | 2.58 % |
| 2026/03/31 | AVUS | AVANTIS US EQUITY ETF | 0.14% | 543.593 K $ | 4889 | 2025/03/31 | -2.964 K $ | -0.54 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.14% | 520.884 K $ | 1676 | 2025/03/31 | 8.648 K $ | 1.69 % |
| 2026/03/31 | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | 0.13% | 484.537 K $ | 19208 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.11% | 408.568 K $ | 676 | 2024/12/31 | 81.606 K $ | 24.96 % |
| 2026/03/31 | DGT | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 0.11% | 399.115 K $ | 7054 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IWN | ISHARES RUSSELL 2000 VALUE ETF | 0.10% | 369.391 K $ | 1948 | 2024/12/31 | 16.324 K $ | 4.62 % |
| 2026/03/31 | RTX | RTX CORP | 0.09% | 338.154 K $ | 1753 | 2024/12/31 | 16.653 K $ | 5.18 % |
| 2026/03/31 | DIMENSIONAL EMERGING MARKETS VALUE ETF | 0.09% | 319.802 K $ | 8938 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | FIDELITY WISE ORIGIN BITCOIN FUND | 0.08% | 317.463 K $ | 5378 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.07% | 277.919 K $ | 3491 | 2024/12/31 | -47.442 K $ | -14.58 % |
| 2026/03/31 | VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 0.07% | 275.316 K $ | 5093 | 2025/03/31 | 1.504 K $ | 0.54 % |
| 2026/03/31 | DIMENSIONAL US REAL ESTATE ETF | 0.07% | 253.292 K $ | 10710 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | AVANTIS REAL ESTATE ETF | 0.06% | 235.771 K $ | 5356 | 2025/12/31 | 2.624 K $ | 1.13 % | |
| 2026/03/31 | ALPHABET INC CLASS CLASS A | 0.06% | 210.206 K $ | 731 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.05% | 205.458 K $ | 1211 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NOC | NORTHROP GRUMMAN CORP | 0.05% | 201.943 K $ | 296 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 0.05% | 200.808 K $ | 2561 | 2024/12/31 | -43.239 K $ | -0.58 % |
| 2026/03/31 | F | FORD MTR CO DEL | 0.05% | 178.628 K $ | 15479 | 2025/03/31 | -24.456 K $ | -12.04 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAW | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPAB | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFGR | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFIS | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPSB | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFLV | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPSM | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SLYV | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DISV | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPYV | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSLA | TESLA | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVDA | NVIDIA CORP | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFEV | DIMENSIONAL EMERGING MARKTS VALU ETF | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAR | DIMENSIONAL US REAL ESTATE ETF | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | PRIV | SPDR SSGA IG PUBLIC AND PRVT CRT ETF | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | US BANCORP DEL | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | FBTC | FIDELITY WISE ORIGIN | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | Nucor Corp | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | BSV | VANGUARDSCOTTSDALE FDS | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPIB | SPDR SER TR | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIMENSIONAL ETFTRUST | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |