McMill Wealth Management: 13F holdings
CIK 20564472026Q2
| Positions | 60 |
|---|---|
| Reported value | $3.7bn |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK.A BERKSHIRE HATHAWAY INC DCLASS A | 6,522 | $3.3bn | 88.8% |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 2,231,133 | $74.7m | 2.0% |
| AVANTIS EMERGING MARKETSEQUITY ETF | 308,882 | $38.4m | 1.0% |
| RWR STATE STREET SPDR PORTFOLIO S&P 500 ETF | 307,264 | $27.0m | 0.7% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 498,066 | $26.9m | 0.7% |
| AVLV AVANTIS US LARGE CAP VALUE ETF | 291,738 | $26.6m | 0.7% |
| DIMENSIONAL U.S. SMALL CAP ETF | 294,250 | $24.2m | 0.7% |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 282,909 | $23.2m | 0.6% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 277,931 | $19.4m | 0.5% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 350,929 | $19.3m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056447")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.