account_balance
Investment manager · 13F filer · SEC CIK 2096700
William Mack & Associates, Inc.
Reported value$319Mas of Sep 30, 2026
Positions875 768 new, 1 sold out
Top 10 weight71.1%VCSH alone is 16%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCSHVanguard Scottsdale FDS
15.6%Added +6%
VEAVanguard Tax-Managed FDS
14.7%Added +11%
VOVanguard Index FDS
12.9%Added +6%
DISVDimensional ETF Trust
8.6%Added +8%
FNDFSchwab Strategic Tr
5.6%Added +15%
SCHGSchwab Strategic Tr
4.0%Trimmed −7%
CWBSPDR Series Trust
3.2%−15%
AAPLApple Inc.
3.2%
MSFTMicrosoft Corp
1.9%
JPIE1.4%
VVVanguard Index FDS
1.1%
VTEBVanguard Mun Bd FDS
1.0%
VCSHVanguard Scottsdale FDS
15.6%Added +6%
VEAVanguard Tax-Managed FDS
14.7%Added +11%
VOVanguard Index FDS
12.9%Added +6%
DISVDimensional ETF Trust
8.6%Added +8%
FNDFSchwab Strategic Tr
5.6%
SCHG
CWB3.2%
AAPL3.2%MSFT1.9%VTEB
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
VCSH Vanguard Scottsdale FDS 15.6% Added +6%
VEA Vanguard Tax-Managed FDS 14.7% Added +11%
VO Vanguard Index FDS 12.9% Added +6%
DISV Dimensional ETF Trust 8.6% Added +8%
FNDF Schwab Strategic Tr 5.6% Added +15%
SCHG Schwab Strategic Tr 4.0% Trimmed −7%
CWB SPDR Series Trust 3.2% Trimmed −15%
AAPL Apple Inc. 3.2% Trimmed −13%MSFT Microsoft Corp 1.9% HeldJPIE J P Morgan Exchange Traded F 1.4% Added +96%
VV Vanguard Index FDS 1.1% Held
VTEB Vanguard Mun Bd FDS 1.0% Held
What changed
Biggest moves since Jun 30, 2026
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