account_balance
Investment manager · 13F filer · SEC CIK 2056447
McMill Wealth Management
Reported value$440Mas of Sep 30, 2026
Positions61 31 new, 30 sold out
Top 10 weight71.9%SPIB alone is 18%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPIBSPDR Intrmdt TRM Crpratebnd ETF
17.8%New
AVUVAvantis US Small Cap Value ETF
8.9%New
DFIVDFA International Value
7.0%New
AVLVAvantis U S Large Cap Value ETF
6.8%Trimmed −99%
SPYMState Street SPDR Portfolio S&P 500 ETF
6.3%Trimmed −70%
DFUSDFA US Equity
5.9%New
DFASDimensional U S Small Cap ETF
5.8%New
AVDVAvantis Internatnl SML Cp Vl ETF
4.7%Trimmed −99%
DFAWDimensional World Equity
4.4%New
DFUVDimensional US Marketwide Value ETF
4.3%New
DFATDFA Targeted Value
4.2%New
IVV2.2%
SPIBSPDR Intrmdt TRM Crpratebnd ETF
17.8%New
AVUVAvantis US Small Cap Value ETF
8.9%
DFIVDFA International Value
7.0%New
AVLVAvantis U S Large Cap Value ETF
6.8%−99%
SPYMState Street SPDR Portfolio S&P 500 ETF
6.3%−70%
DFUSDFA US Equity
5.9%
DFASDimensional U S Small Cap ETF
5.8%
AVDVAvantis Internatnl SML Cp Vl ETF
4.7%
DFAWDimensional World Equity
4.4%
DFUV4.3%
DFAT4.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPIB SPDR Intrmdt TRM Crpratebnd ETF 17.8% New
AVUV Avantis US Small Cap Value ETF 8.9% New
DFIV DFA International Value 7.0% New
AVLV Avantis U S Large Cap Value ETF 6.8% Trimmed −99%
SPYM State Street SPDR Portfolio S&P 500 ETF 6.3% Trimmed −70%
DFUS DFA US Equity 5.9% New
DFAS Dimensional U S Small Cap ETF 5.8% New
AVDV Avantis Internatnl SML Cp Vl ETF 4.7% Trimmed −99%
DFAW Dimensional World Equity 4.4% New
DFUV Dimensional US Marketwide Value ETF 4.3% New
DFAT DFA Targeted Value 4.2% New
IVV iShares Core S&P 500 ETF 2.2% Trimmed −100%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SPIB $78.2M
- AVUV $39.2M
- DFIV $30.7M
- DFUS $26M
arrow_upwardAdded
None
remove_circleSold out
- State Street SPDR Portfolio Intermediate Term Corporate Bond ETF $2.23M
- Dimensional International Value ETF $498K
- Dimensional US Marketwide Value ETF $351K
- Avantis US Small Cap Value ETF $309K
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