McLean Asset Management Corp

Est. AUM

$570.6M

13F long equity, this entity only

Positions

164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$82.4M	741463	14.45%	SOLE
2	AMERICAN CENTY ETF TR	INTL EQT ETF	$46.2M	544215	8.09%	SOLE
3	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$45.6M	642571	7.99%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$39.6M	491761	6.94%	SOLE
5	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$29.8M	614532	5.22%	SOLE
6	APPLE INC	COM	$24.9M	97935	4.36%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.9M	358292	3.31%	SOLE
8	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.3M	257550	3.21%	SOLE
9	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.5M	281653	2.89%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.4M	230975	2.53%	SOLE
11	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.0M	270129	2.27%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$12.4M	19024	2.17%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$11.9M	306393	2.09%	SOLE
14	ISHARES TR	RUSSELL 2000 ETF	$11.6M	46633	2.03%	SOLE
15	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$11.5M	142533	2.01%	SOLE
16	ISHARES TR	EAFE VALUE ETF	$10.4M	139822	1.82%	SOLE
17	NVIDIA CORPORATION	COM	$8.7M	49919	1.53%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$8.3M	236681	1.45%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$8.1M	25364	1.43%	SOLE
20	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$7.1M	267340	1.25%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$5.8M	29355	1.01%	SOLE
22	ISHARES TR	RUS 2000 VAL ETF	$5.6M	29699	0.99%	SOLE
23	MICROSOFT CORP	COM	$4.8M	13038	0.85%	SOLE
24	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$4.6M	61532	0.81%	SOLE
25	AMERICAN CENTY ETF TR	US SML CP VALU	$4.1M	36706	0.71%	SOLE
26	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.9M	98529	0.68%	SOLE
27	ISHARES TR	CORE US AGGBD ET	$3.6M	36568	0.64%	SOLE
28	ISHARES TR	MSCI EAFE ETF	$3.3M	33590	0.57%	SOLE
29	AMERICAN CENTY ETF TR	INTL SMCP VLU	$3.0M	30009	0.53%	SOLE
30	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.0M	123493	0.53%	SOLE
31	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.7M	26769	0.47%	SOLE
32	ALPHABET INC	CAP STK CL A	$2.6M	8873	0.45%	SOLE
33	SCHWAB STRATEGIC TR	US TIPS ETF	$2.5M	92688	0.43%	SOLE
34	AMAZON COM INC	COM	$2.4M	11646	0.43%	SOLE
35	GALLAGHER ARTHUR J & CO	COM	$2.2M	10386	0.39%	SOLE
36	JPMORGAN CHASE & CO	COM	$2.0M	6811	0.35%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	4173	0.35%	SOLE
38	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.8M	24157	0.31%	SOLE
39	ALPHABET INC	CAP STK CL C	$1.7M	6093	0.31%	SOLE
40	WISDOMTREE TR	INTL SMCAP DIV	$1.6M	19181	0.27%	SOLE
41	MAPLEBEAR INC	COM	$1.6M	41454	0.27%	SOLE
42	FIRST SOLAR INC	COM	$1.5M	7423	0.26%	SOLE
43	VANGUARD WORLD FD	ESG US STK ETF	$1.4M	12589	0.25%	SOLE
44	ELI LILLY & CO	COM	$1.3M	1441	0.23%	SOLE
45	ISHARES TR	CORE DIV GRWTH	$1.2M	17162	0.21%	SOLE
46	BANK AMERICA CORP	COM	$1.2M	24494	0.21%	SOLE
47	KLA CORP	COM NEW	$1.2M	805	0.21%	SOLE
48	ISHARES TR	CORE S&P500 ETF	$1.2M	1803	0.21%	SOLE
49	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$1.2M	8035	0.21%	SOLE
50	BROADCOM INC	COM	$1.2M	3735	0.20%	SOLE

1–50 of 164

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.