McMill Wealth Management - Portfolio overview

McMill Wealth Management has 67 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. INY - STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, 15.59%
2. SPIB - SPDR SER TR, 13.91%
3. DFUV - DIMENSIONAL US MARKETWIDE VALUE ETF, 7.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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