Mc Lean Asset Management Corp Incresed Positions in Q2 2025

Mc Lean Asset Management Corp

  • $381 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
965
+ 0.14%
$53.65 - $67.02 $51.8K - $64.7K
675K $45.5B
AAPL
Apple Inc.

Technology
447
+ 0.45%
$172.42 - $223.89 $77.1K - $100K
99K $21B
AVUS
American Centy ETF Tr Avantis

ETFs
8.98K
+ 6.26%
$81.38 - $100.82 $730K - $905K
152K $15.5B
AVDE
American Centy ETF Tr Avantis

ETFs
22.4K
+ 15.66%
$59.32 - $74.36 $1.33M - $1.67M
165K $12.3B
VTI
Vanguard Total Stock Market Et

ETFs
6.38K
+ 33.8%
$243.75 - $303.93 $1.56M - $1.94M
25.3K $7.72B
AVEM
American Centy ETF Tr Avantis

ETFs
17.1K
+ 14.21%
$53.08 - $68.54 $909K - $1.17M
138K $9.51B
NVDA
Nvidia Corp

Technology
904
+ 1.93%
$94.31 - $157.99 $85.3K - $143K
47.6K $7.49B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.21K
+ 1.45%
$29.12 - $35.84 $152K - $187K
365K $13.2B
IWM
Ishares Russell 2000 ETF

ETFs
409
+ 0.84%
$174.82 - $215.79 $71.5K - $88.3K
49.2K $10.9B
MSFT
Microsoft Corp

Technology
537
+ 4.15%
$354.56 - $497.45 $190K - $267K
13.5K $6.61B
BNDX
Vanguard Total International B

ETFs
19.4K
+ 16.36%
$48.77 - $49.55 $948K - $964K
138K $6.82B
AVUV
American Centy ETF Tr Avantis

ETFs
3.88K
+ 14.24%
$75.17 - $91.21 $292K - $354K
31.1K $2.95B
AVDV
American Centy ETF Tr Avantis

ETFs
2.42K
+ 7.86%
$61.76 - $79.32 $149K - $192K
33.2K $2.64B
AMZN
Amazon Com Inc

Consumer Cyclical
604
+ 6.21%
$167.32 - $223.3 $101K - $135K
10.3K $2.27B
META
Meta Platforms, Inc.

Communication Services
414
+ 28.24%
$484.66 - $738.09 $201K - $306K
1.88K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 2.27%
$210.28 - $289.91 $34.5K - $47.5K
7.39K $2.16B
VTWO
Vanguard Russell 2000 ETF

ETFs
674
+ 2.39%
$70.56 - $87.22 $47.6K - $58.8K
28.8K $2.57B
ORCL
Oracle Corp

Technology
106
+ 2.05%
$122.82 - $218.63 $13K - $23.2K
5.28K $1.21B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.32K
+ 13.19%
$57.14 - $72.68 $133K - $169K
19.9K $1.45B
GOOGL
Alphabet Inc.

Communication Services
721
+ 8.72%
$144.7 - $178.6 $104K - $129K
8.99K $1.61B
AVGO
Broadcom Inc.

Technology
265
+ 9.64%
$146.29 - $275.65 $38.8K - $73K
3.01K $813M
IWV
Ishares Russell 3000 ETF

ETFs
886
+ 115.82%
$281.67 - $351.0 $250K - $311K
1.65K $583M
IVV
Ishares Core S&P 500 ETF

ETFs
298
+ 20.69%
$498.8 - $620.9 $149K - $185K
1.74K $1.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.56K
+ 107.35%
$51.16 - $62.02 $233K - $283K
8.8K $558M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.39K
+ 40.19%
$39.89 - $49.46 $175K - $217K
15.3K $763M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.3K
+ 5.18%
$32.41 - $42.59 $42.3K - $55.5K
26.5K $1.13B
GOOG
Alphabet Inc.

Communication Services
550
+ 9.78%
$146.58 - $180.01 $80.6K - $99K
6.17K $1.11B
KLAC
Kla Corp

Technology
15
+ 1.94%
$576.53 - $902.94 $8.65K - $13.5K
788 $725M
AXP
American Express CO

Financial Services
63
+ 2.62%
$231.39 - $318.98 $14.6K - $20.1K
2.47K $805M
TSLA
Tesla, Inc.

Consumer Cyclical
55
+ 2.35%
$221.86 - $362.89 $12.2K - $20K
2.4K $757M
DGRO
Ishares Core Dividend Growth E

ETFs
31
+ 0.13%
$55.22 - $63.94 $1.71K - $1.98K
23.6K $1.53B
NFLX
Netflix Inc

Communication Services
32
+ 7.22%
$855.86 - $1339.13 $27.4K - $42.9K
475 $611M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 3.17%
$462.22 - $707.75 $11.6K - $17.7K
813 $582M
V
Visa Inc.

Financial Services
89
+ 2.4%
$308.27 - $373.31 $27.4K - $33.2K
3.8K $1.35B
MA
Mastercard Inc

Financial Services
93
+ 5.2%
$479.92 - $590.74 $44.6K - $54.9K
1.88K $1.06B
Lam Research Corp
82
+ 1.67%
N/A
4.99K $493M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.18%
$193.73 - $237.37 $1.36K - $1.66K
3.91K $944M
JBL
Jabil Inc

Technology
28
+ 1.63%
$116.88 - $218.1 $3.27K - $6.11K
1.75K $388M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
115
+ 1.48%
$83.8 - $101.39 $9.64K - $11.7K
7.9K $823M
VBR
Vanguard Small Cap Value ETF

ETFs
165
+ 4.63%
$162.76 - $195.77 $26.9K - $32.3K
3.73K $749M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.56%
$456.74 - $568.03 $3.65K - $4.54K
1.43K $815M
WMT
Walmart Inc.

Consumer Defensive
329
+ 4.02%
$81.79 - $99.98 $26.9K - $32.9K
8.52K $831M
AMP
Ameriprise Financial Inc

Financial Services
26
+ 2.16%
$422.19 - $533.73 $11K - $13.9K
1.23K $668M
DIS
Walt Disney CO

Communication Services
193
+ 6.64%
$81.72 - $124.01 $15.8K - $23.9K
3.1K $381M
EME
Emcor Group, Inc.

Industrials
19
+ 2.79%
$342.02 - $534.89 $6.5K - $10.2K
700 $379M
MS
Morgan Stanley

Financial Services
73
+ 2.49%
$99.83 - $140.86 $7.29K - $10.3K
3.01K $430M
MANH
Manhattan Associates Inc

Technology
25
+ 1.05%
$143.9 - $197.47 $3.6K - $4.94K
2.4K $477M
INTU
Intuit Inc

Technology
24
+ 4.82%
$544.07 - $787.63 $13.1K - $18.9K
522 $404M
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 2.04%
$335.24 - $380.78 $17.8K - $20.2K
2.65K $984M
Activity Summary
Buys All Purchases 115 New Holdings 17 Increased Positions 98 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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