Mcmill Wealth Management
$3.7B 13F equity value
43 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| INY | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 74,653,706 | $2.2B | 60.3% |
| RWR | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 27,002,353 | $307M | 8.3% |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 26,609,383 | $292M | 7.9% |
| XNTK | STATE STREET SPDR PORTFOLIO AGGREGATE BONDETF | 4,725,974 | $185M | 5.0% |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 18,434,018 | $179M | 4.8% |
| SPYG | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 2,963,412 | $99M | 2.7% |
| VCSH | VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES | 6,783,224 | $86M | 2.3% |
| TFI | STATE STREET IG PUBLIC &PRIVATE CREDIT ETF | 1,658,202 | $66M | 1.8% |
| AVSF | AVANTIS SHORT-TERM FIXEDINCOME ETF | 2,694,734 | $58M | 1.6% |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | 2,556,349 | $33M | 0.9% |
Track Mcmill Wealth Management's 13F portfolio: $3.7B in reported holdings, 43 positions. Top holdings and quarterly changes on SentiSense.
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