MCLEAN ASSET MANAGEMENT CORP

Filed: 10/7/2025ACC: 0001833140-25-000010

📋 What this filing means

MCLEAN ASSET MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $485.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

168

Positions

$485.35M

Total AUM (reported)

5.83M

Total Shares

Allocation by class

COM$84.50M17.4%

US EQT ETF$52.33M10.8%

US EQUITY MARKET$48.27M9.9%

INTL EQT ETF$30.31M6.2%

US MKTWIDE VALUE$28.53M5.9%

AVANTIS EMGMKT$26.55M5.5%

US SMALL CAP ETF$18.96M3.9%

Portfolio Concentration

Top 3$130.91M27.0%

4–10$143.47M29.6%

11–25$110.89M22.8%

Rest$100.08M20.6%

Top 3 weight

27.0%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 5.83M

Sole

Full voting authority

46.99K

% of voting shares0.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.79M

% of voting shares99.2%

Investment Discretion (by position count)

Sole168

Shared0

Other0

Dominant voting typeNone · 99.2% of voting shares

Institutional Holdings168

Rows:

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares478.29K

TypeSH

Market value$52.33M

10.78%

Sole

0.00

Shared

0.00

None

478.29K

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares660.18K

TypeSH

Market value$48.27M

9.94%

Sole

0.00

Shared

0.00

None

660.18K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares378.68K

TypeSH

Market value$30.31M

6.25%

Sole

0.00

Shared

0.00

None

378.68K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares633.10K

TypeSH

Market value$28.53M

5.88%

Sole

4.45K

Shared

0.00

None

628.65K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares347.14K

TypeSH

Market value$26.55M

5.47%

Sole

1.39K

Shared

0.00

None

345.75K

APPLE INC

SOLE

COM

Shares98.06K

TypeSH

Market value$25.17M

5.19%

Sole

709.00

Shared

0.00

None

97.36K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares274.28K

TypeSH

Market value$18.96M

3.91%

Sole

0.00

Shared

0.00

None

274.28K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares370.52K

TypeSH

Market value$17.25M

3.55%

Sole

9.30K

Shared

0.00

None

361.22K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares239.25K

TypeSH

Market value$14.07M

2.90%

Sole

609.00

Shared

0.00

None

238.64K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares220.33K

TypeSH

Market value$12.94M

2.67%

Sole

2.97K

Shared

0.00

None

217.36K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares19.05K

TypeSH

Market value$12.80M

2.64%

Sole

484.00

Shared

0.00

None

18.57K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares318.26K

TypeSH

Market value$12.36M

2.55%

Sole

0.00

Shared

0.00

None

318.26K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares47.90K

TypeSH

Market value$11.82M

2.44%

Sole

3.10K

Shared

0.00

None

44.80K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares144.03K

TypeSH

Market value$9.87M

2.03%

Sole

0.00

Shared

0.00

None

144.03K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares185.87K

TypeSH

Market value$9.16M

1.89%

Sole

0.00

Shared

0.00

None

185.87K

NVIDIA CORPORATION

SOLE

COM

Shares48.05K

TypeSH

Market value$8.91M

1.84%

Sole

1.75K

Shared

0.00

None

46.30K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares25.30K

TypeSH

Market value$8.38M

1.73%

Sole

0.00

Shared

0.00

None

25.30K

MICROSOFT CORP

SOLE

COM

Shares13.82K

TypeSH

Market value$7.31M

1.51%

Sole

398.00

Shared

0.00

None

13.42K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares35.32K

TypeSH

Market value$6.62M

1.36%

Sole

1.33K

Shared

0.00

None

33.99K

ISHARES TR

SOLE

RUS 2000 VAL ETF

Shares30.13K

TypeSH

Market value$5.42M

1.12%

Sole

891.00

Shared

0.00

None

29.24K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares64.27K

TypeSH

Market value$4.67M

0.96%

Sole

0.00

Shared

0.00

None

64.27K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares37.28K

TypeSH

Market value$3.75M

0.77%

Sole

0.00

Shared

0.00

None

37.28K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares35.58K

TypeSH

Market value$3.39M

0.70%

Sole

0.00

Shared

0.00

None

35.58K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares104.89K

TypeSH

Market value$3.39M

0.70%

Sole

0.00

Shared

0.00

None

104.89K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares124.87K

TypeSH

Market value$3.04M

0.63%

Sole

0.00

Shared

0.00

None

124.87K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
AMERICAN CENTY ETF TRSOLE	US EQT ETF	478.29K	SH	$52.33M 10.78%	0.00	478.29K
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	660.18K	SH	$48.27M 9.94%	0.00	660.18K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	378.68K	SH	$30.31M 6.25%	0.00	378.68K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	633.10K	SH	$28.53M 5.88%	4.45K	628.65K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	347.14K	SH	$26.55M 5.47%	1.39K	345.75K
APPLE INCSOLE	COM	98.06K	SH	$25.17M 5.19%	709.00	97.36K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	274.28K	SH	$18.96M 3.91%	0.00	274.28K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	370.52K	SH	$17.25M 3.55%	9.30K	361.22K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	239.25K	SH	$14.07M 2.90%	609.00	238.64K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	220.33K	SH	$12.94M 2.67%	2.97K	217.36K
SPDR S&P 500 ETF TRSOLE	TR UNIT	19.05K	SH	$12.80M 2.64%	484.00	18.57K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	318.26K	SH	$12.36M 2.55%	0.00	318.26K
ISHARES TRSOLE	RUSSELL 2000 ETF	47.90K	SH	$11.82M 2.44%	3.10K	44.80K
ISHARES TRSOLE	EAFE VALUE ETF	144.03K	SH	$9.87M 2.03%	0.00	144.03K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	185.87K	SH	$9.16M 1.89%	0.00	185.87K
NVIDIA CORPORATIONSOLE	COM	48.05K	SH	$8.91M 1.84%	1.75K	46.30K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	25.30K	SH	$8.38M 1.73%	0.00	25.30K
MICROSOFT CORPSOLE	COM	13.82K	SH	$7.31M 1.51%	398.00	13.42K
VANGUARD INDEX FDSSOLE	VALUE ETF	35.32K	SH	$6.62M 1.36%	1.33K	33.99K
ISHARES TRSOLE	RUS 2000 VAL ETF	30.13K	SH	$5.42M 1.12%	891.00	29.24K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	64.27K	SH	$4.67M 0.96%	0.00	64.27K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	37.28K	SH	$3.75M 0.77%	0.00	37.28K
ISHARES TRSOLE	MSCI EAFE ETF	35.58K	SH	$3.39M 0.70%	0.00	35.58K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	104.89K	SH	$3.39M 0.70%	0.00	104.89K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	124.87K	SH	$3.04M 0.63%	0.00	124.87K

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