McKinley Carter Wealth Services, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MC McKinley Carter Wealth Services, Inc. | Institutional Filer | ▼ 3.09% | $1.73B | 300 |
Current Portfolio Holdings
Showing all 300 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 3.5M | $135.8M | 7.83% |
| 2 | IVV | ISHARES TR | — | 168K | $109.5M | 6.31% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | — | 2.3M | $103.5M | 5.97% |
| 4 | IWB | iShares Russell 1000 ETF | — | 247K | $88.2M | 5.08% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | — | 2.2M | $73.8M | 4.25% |
| 6 | AGG | ISHARES TR | — | 620K | $61.6M | 3.55% |
| 7 | VXUS | VANGUARD STAR FDS | — | 530K | $40.8M | 2.35% |
| 8 | IEFA | ISHARES TR | — | 377K | $34.1M | 1.97% |
| 9 | IVE | ISHARES TR | — | 160K | $33.8M | 1.95% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 526K | $33.7M | 1.94% |
| 11 | AAPL | Apple Inc. | Technology | 128K | $32.5M | 1.87% |
| 12 | ILCG | ISHARES TR | — | 271K | $25.9M | 1.49% |
| 13 | AVGO | Broadcom Inc. | Technology | 80K | $24.8M | 1.43% |
| 14 | DYNF | BLACKROCK ETF TRUST | — | 390K | $22.7M | 1.31% |
| 15 | IWF | ISHARES TR | — | 49K | $21.0M | 1.21% |
Showing 1 to 15 of 300 holdings