MCLEAN ASSET MANAGEMENT CORP

Filed: 4/9/2025ACC: 0001833140-25-000002

📋 What this filing means

MCLEAN ASSET MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $302.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

149

Positions

$302.77M

Total AUM (reported)

4.77M

Total Shares

Allocation by class

COM$58.24M19.2%

US EQUITY MARKET$36.18M12.0%

US MKTWIDE VALUE$24.84M8.2%

US SMALL CAP ETF$15.14M5.0%

INTERNATNAL VAL$13.86M4.6%

US TARGETED VLU$11.70M3.9%

US EQT ETF$11.67M3.9%

Portfolio Concentration

Top 3$78.01M25.8%

4–10$84.54M27.9%

11–25$72.71M24.0%

Rest$67.52M22.3%

Top 3 weight

25.8%

Top 10 weight

53.7%

Voting Authority Distribution

Total shares with voting rights: 4.77M

Sole

Full voting authority

45.77K

% of voting shares1.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.72M

% of voting shares99.0%

Investment Discretion (by position count)

Sole149

Shared0

Other0

Dominant voting typeNone · 99.0% of voting shares

Institutional Holdings149

Rows:

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares674.46K

TypeSH

Market value$36.18M

11.95%

Sole

0.00

Shared

0.00

None

674.46K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares685.11K

TypeSH

Market value$24.84M

8.20%

Sole

4.45K

Shared

0.00

None

680.65K

APPLE INC

SOLE

COM

Shares98.51K

TypeSH

Market value$16.99M

5.61%

Sole

778.00

Shared

0.00

None

97.73K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares289.44K

TypeSH

Market value$15.14M

5.00%

Sole

0.00

Shared

0.00

None

289.44K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares399.84K

TypeSH

Market value$13.86M

4.58%

Sole

9.30K

Shared

0.00

None

390.54K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares261.18K

TypeSH

Market value$11.70M

3.86%

Sole

609.00

Shared

0.00

None

260.57K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares143.37K

TypeSH

Market value$11.67M

3.85%

Sole

0.00

Shared

0.00

None

143.37K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares22.05K

TypeSH

Market value$10.95M

3.62%

Sole

484.00

Shared

0.00

None

21.56K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares182.87K

TypeSH

Market value$10.74M

3.55%

Sole

3.09K

Shared

0.00

None

179.77K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares359.99K

TypeSH

Market value$10.48M

3.46%

Sole

0.00

Shared

0.00

None

359.99K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares48.76K

TypeSH

Market value$8.52M

2.82%

Sole

3.10K

Shared

0.00

None

45.67K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares143.05K

TypeSH

Market value$8.49M

2.80%

Sole

0.00

Shared

0.00

None

143.05K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares147.66K

TypeSH

Market value$7.74M

2.56%

Sole

0.00

Shared

0.00

None

147.66K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares120.60K

TypeSH

Market value$6.40M

2.11%

Sole

1.39K

Shared

0.00

None

119.21K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares118.89K

TypeSH

Market value$5.82M

1.92%

Sole

0.00

Shared

0.00

None

118.89K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares36.65K

TypeSH

Market value$5.63M

1.86%

Sole

1.33K

Shared

0.00

None

35.32K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares18.88K

TypeSH

Market value$4.60M

1.52%

Sole

0.00

Shared

0.00

None

18.88K

MICROSOFT CORP

SOLE

COM

Shares12.93K

TypeSH

Market value$4.58M

1.51%

Sole

397.00

Shared

0.00

None

12.53K

NVIDIA CORPORATION

SOLE

COM

Shares46.74K

TypeSH

Market value$4.50M

1.49%

Sole

1.75K

Shared

0.00

None

45K

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares28.15K

TypeSH

Market value$3.71M

1.23%

Sole

891.00

Shared

0.00

None

27.26K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares108.20K

TypeSH

Market value$2.86M

0.95%

Sole

0.00

Shared

0.00

None

108.20K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares38.04K

TypeSH

Market value$2.78M

0.92%

Sole

0.00

Shared

0.00

None

38.04K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares26.60K

TypeSH

Market value$2.60M

0.86%

Sole

0.00

Shared

0.00

None

26.60K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares96.01K

TypeSH

Market value$2.34M

0.77%

Sole

0.00

Shared

0.00

None

96.01K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares4.33K

TypeSH

Market value$2.13M

0.70%

Sole

279.00

Shared

0.00

None

4.05K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	674.46K	SH	$36.18M 11.95%	0.00	674.46K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	685.11K	SH	$24.84M 8.20%	4.45K	680.65K
APPLE INCSOLE	COM	98.51K	SH	$16.99M 5.61%	778.00	97.73K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	289.44K	SH	$15.14M 5.00%	0.00	289.44K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	399.84K	SH	$13.86M 4.58%	9.30K	390.54K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	261.18K	SH	$11.70M 3.86%	609.00	260.57K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	143.37K	SH	$11.67M 3.85%	0.00	143.37K
SPDR S&P 500 ETF TRSOLE	TR UNIT	22.05K	SH	$10.95M 3.62%	484.00	21.56K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	182.87K	SH	$10.74M 3.55%	3.09K	179.77K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	359.99K	SH	$10.48M 3.46%	0.00	359.99K
ISHARES TRSOLE	RUSSELL 2000 ETF	48.76K	SH	$8.52M 2.82%	3.10K	45.67K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	143.05K	SH	$8.49M 2.80%	0.00	143.05K
ISHARES TRSOLE	EAFE VALUE ETF	147.66K	SH	$7.74M 2.56%	0.00	147.66K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	120.60K	SH	$6.40M 2.11%	1.39K	119.21K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	118.89K	SH	$5.82M 1.92%	0.00	118.89K
VANGUARD INDEX FDSSOLE	VALUE ETF	36.65K	SH	$5.63M 1.86%	1.33K	35.32K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	18.88K	SH	$4.60M 1.52%	0.00	18.88K
MICROSOFT CORPSOLE	COM	12.93K	SH	$4.58M 1.51%	397.00	12.53K
NVIDIA CORPORATIONSOLE	COM	46.74K	SH	$4.50M 1.49%	1.75K	45K
ISHARES TRSOLE	RUS 2000 VAL ETF	28.15K	SH	$3.71M 1.23%	891.00	27.26K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	108.20K	SH	$2.86M 0.95%	0.00	108.20K
ISHARES TRSOLE	MSCI EAFE ETF	38.04K	SH	$2.78M 0.92%	0.00	38.04K
ISHARES TRSOLE	CORE US AGGBD ET	26.60K	SH	$2.60M 0.86%	0.00	26.60K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	96.01K	SH	$2.34M 0.77%	0.00	96.01K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	4.33K	SH	$2.13M 0.70%	279.00	4.05K

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