account_balance
Investment manager · 13F filer · SEC CIK 2159252
McCarley & Cook Financial Planners
Reported value$132Mas of Sep 30, 2026
Positions275 20 new, 7 sold out
Top 10 weight75.7%IVV alone is 34%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 ETF
34.4%Added +12%
VEAVanguard Ftse Developed Markets ETF
16.6%Added +3%
DFACDimensional US Core Equity 2 ETF
4.6%
AVUVAvantis U.S. Small Cap Value ETF
3.6%Added +4%
IJHiShares Core S&P Mid-Cap ETF
3.5%
DFLVDimensional US Large Cap Value ETF
3.2%Trimmed −47%
IEMGiShares Core MSCI Emerging Markets ETF
3.0%+3%
CGCPCapital Group Core Plus Income ETF
2.4%+40%
XCEMColumbia EM Core Ex-China ETF
2.3%
PGProcter & Gamble Co
2.2%−22%
DFICDimensional International Core Equity 2 ETF
1.8%
IWF1.5%
IVViShares Core S&P 500 ETF
34.4%Added +12%
VEAVanguard Ftse Developed Markets ETF
16.6%+3%
DFAC4.6%
AVUV3.6%
IJH3.5%
DFLV3.2%
IEMG3.0%
CGCP
XCEM2.3%
PG2.2%DFIC
IWF
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
IVV iShares Core S&P 500 ETF 34.4% Added +12%
VEA Vanguard Ftse Developed Markets ETF 16.6% Added +3%
DFAC Dimensional US Core Equity 2 ETF 4.6% Held
AVUV Avantis U.S. Small Cap Value ETF 3.6% Added +4%
IJH iShares Core S&P Mid-Cap ETF 3.5% Held
DFLV Dimensional US Large Cap Value ETF 3.2% Trimmed −47%
IEMG iShares Core MSCI Emerging Markets ETF 3.0% Added +3%
CGCP Capital Group Core Plus Income ETF 2.4% Added +40%
XCEM Columbia EM Core Ex-China ETF 2.3% Held
PG Procter & Gamble Co 2.2% Trimmed −22%DFIC Dimensional International Core Equity 2 ETF 1.8% Held
IWF iShares Russell 1000 Growth ETF 1.5% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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