McLean Asset Management Corp holdings history

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186 is the total number of securities McLean Asset Management Corp has owned. The longest McLean Asset Management Corp has owned a single stock is 13 quarters.

McLean Asset Management Corp historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWM ISHARES TR13133.46%5.60%10.97%Q4 2020Q4 202313
EFV ISHARES TR13133.18%5.01%9.41%Q4 2020Q4 202313
SPY SPDR S&P 500 ETF TR13133.11%4.97%10.12%Q4 2020Q4 202313
AAPL APPLE INC13132.66%4.80%8.27%Q4 2020Q4 202313
VTV VANGUARD INDEX FDS13132.17%3.31%5.70%Q4 2020Q4 202313
IWN ISHARES TR13131.54%2.40%4.68%Q4 2020Q4 202313
EFA ISHARES TR13131.05%1.86%3.97%Q4 2020Q4 202313
MSFT MICROSOFT CORP13131.08%1.85%3.07%Q4 2020Q4 202313
VTI VANGUARD INDEX FDS13131.09%1.74%3.07%Q4 2020Q4 202313
DLS WISDOMTREE TR13130.76%1.66%3.58%Q4 2020Q4 202313
FSLR FIRST SOLAR INC13130.49%1.11%2.01%Q4 2020Q4 202313
VB VANGUARD INDEX FDS13130.62%0.97%2.07%Q4 2020Q4 202313
VSS VANGUARD INTL EQUITY I...13130.51%0.87%1.84%Q4 2020Q4 202313
AMZN AMAZON COM INC13130.30%0.74%1.47%Q4 2020Q4 202313
BNDX VANGUARD CHARLOTTE FDS13130.50%0.74%1.19%Q4 2020Q4 202313
BAC BK OF AMERICA CORP13130.33%0.58%1.10%Q4 2020Q4 202313
BRKB BERKSHIRE HATHAWAY INC...13130.32%0.51%1.02%Q4 2020Q4 202313
UNH UNITEDHEALTH GROUP INC13130.37%0.49%1.08%Q4 2020Q4 202313
JPM JPMORGAN CHASE & CO13130.26%0.46%0.80%Q4 2020Q4 202313
GOOGL ALPHABET INC13130.28%0.45%0.81%Q4 2020Q4 202313
V VISA INC13130.29%0.45%0.77%Q4 2020Q4 202313
HD HOME DEPOT INC13130.31%0.43%0.72%Q4 2020Q4 202313
DWM WISDOMTREE TR13130.25%0.42%0.81%Q4 2020Q4 202313
DGRO ISHARES TR13130.16%0.40%0.75%Q4 2020Q4 202313
XOM EXXON MOBIL CORP13130.20%0.37%0.75%Q4 2020Q4 202313
GOOG ALPHABET INC13130.19%0.37%0.64%Q4 2020Q4 202313
ORCL ORACLE CORP13130.19%0.35%0.61%Q4 2020Q4 202313
ANTM ELEVANCE HEALTH INC13130.28%0.35%0.62%Q4 2020Q4 202313
VBR VANGUARD INDEX FDS13130.20%0.33%0.62%Q4 2020Q4 202313
MA MASTERCARD INCORPORATED13130.22%0.33%0.54%Q4 2020Q4 202313
SCZ ISHARES TR13130.22%0.32%0.55%Q4 2020Q4 202313
VOO VANGUARD INDEX FDS13130.16%0.29%0.65%Q4 2020Q4 202313
CMCSA COMCAST CORP NEW13130.12%0.29%0.66%Q4 2020Q4 202313
DIS DISNEY WALT CO13130.10%0.29%0.79%Q4 2020Q4 202313
JNJ JOHNSON & JOHNSON13130.22%0.28%0.48%Q4 2020Q4 202313
PFE PFIZER INC13130.14%0.26%0.52%Q4 2020Q4 202313
UNP UNION PAC CORP13130.16%0.25%0.46%Q4 2020Q4 202313
COST COSTCO WHSL CORP NEW13130.17%0.23%0.43%Q4 2020Q4 202313
BMY BRISTOL-MYERS SQUIBB CO13130.15%0.23%0.42%Q4 2020Q4 202313
BRKA BERKSHIRE HATHAWAY INC...13130.16%0.22%0.39%Q4 2020Q4 202313
TMO THERMO FISHER SCIENTIF...13130.14%0.21%0.37%Q4 2020Q4 202313
IVV ISHARES TR13130.14%0.21%0.36%Q4 2020Q4 202313
HON HONEYWELL INTL INC13130.13%0.21%0.42%Q4 2020Q4 202313
CSX CSX CORP13130.14%0.21%0.37%Q4 2020Q4 202313
MANH MANHATTAN ASSOCS INC13130.12%0.20%0.29%Q4 2020Q4 202313
AXP AMERICAN EXPRESS CO13130.14%0.20%0.37%Q4 2020Q4 202313
MCD MCDONALDS CORP13130.15%0.19%0.30%Q4 2020Q4 202313
NSC NORFOLK SOUTHN CORP13130.12%0.19%0.38%Q4 2020Q4 202313
VUG VANGUARD INDEX FDS13130.08%0.19%0.31%Q4 2020Q4 202313
ABBV ABBVIE INC13130.13%0.19%0.36%Q4 2020Q4 202313
TXN TEXAS INSTRS INC13130.12%0.18%0.32%Q4 2020Q4 202313
AMP AMERIPRISE FINL INC13130.12%0.18%0.30%Q4 2020Q4 202313
ASML ASML HOLDING N V13130.09%0.18%0.36%Q4 2020Q4 202313
NOC NORTHROP GRUMMAN CORP13130.12%0.18%0.28%Q4 2020Q4 202313
WMT WALMART INC13130.13%0.17%0.31%Q4 2020Q4 202313
VIG VANGUARD SPECIALIZED F...13130.12%0.17%0.28%Q4 2020Q4 202313
QQQ INVESCO QQQ TR13130.09%0.16%0.38%Q4 2020Q4 202313
PG PROCTER AND GAMBLE CO13130.12%0.16%0.28%Q4 2020Q4 202313
ORLY OREILLY AUTOMOTIVE INC13130.12%0.16%0.25%Q4 2020Q4 202313
MRK MERCK & CO. INC13130.10%0.15%0.23%Q4 2020Q4 202313
ROP ROPER TECHNOLOGIES INC13130.10%0.15%0.27%Q4 2020Q4 202313
PM PHILIP MORRIS INTL INC13130.10%0.14%0.23%Q4 2020Q4 202313
ABT ABBOTT LABS13130.08%0.14%0.27%Q4 2020Q4 202313
TYL TYLER TECHNOLOGIES INC13130.07%0.14%0.25%Q4 2020Q4 202313
CSCO CISCO SYS INC13130.09%0.13%0.23%Q4 2020Q4 202313
TM TOYOTA MOTOR CORP13130.07%0.12%0.20%Q4 2020Q4 202313
STZ CONSTELLATION BRANDS INC13130.08%0.11%0.18%Q4 2020Q4 202313
VGSH VANGUARD SCOTTSDALE FDS12120.34%1.85%3.37%Q1 2021Q4 202312
BSV VANGUARD BD INDEX FDS12120.28%0.61%1.21%Q4 2020Q3 202312
VTIP VANGUARD MALVERN FDS12120.12%0.24%0.43%Q1 2021Q4 202312
LLY LILLY ELI & CO12120.13%0.21%0.34%Q1 2021Q4 202312
VNQ VANGUARD INDEX FDS12120.10%0.18%0.33%Q1 2021Q4 202312
VZ VERIZON COMMUNICATIONS...12120.09%0.15%0.30%Q1 2021Q4 202312
KLAC KLA CORP12120.09%0.13%0.20%Q1 2021Q4 202312
AMGN AMGEN INC1020.08%0.12%0.23%Q4 2020Q4 202312
MCO MOODYS CORP750.07%0.12%0.19%Q4 2020Q4 202312
REGN REGENERON PHARMACEUTICALS1110.08%0.12%0.19%Q4 2020Q4 202312
MS MORGAN STANLEY12120.08%0.11%0.19%Q1 2021Q4 202312
AGG ISHARES TR1010.11%0.54%1.19%Q1 2021Q4 202311
FB META PLATFORMS INC740.10%0.16%0.26%Q4 2020Q4 202311
DHR DANAHER CORPORATION11110.08%0.14%0.26%Q4 2020Q2 202311
LRCX LAM RESEARCH CORP650.07%0.14%0.24%Q4 2020Q4 202311
NEE NEXTERA ENERGY INC11110.08%0.14%0.26%Q4 2020Q2 202311
SYK STRYKER CORPORATION650.08%0.13%0.20%Q4 2020Q4 202311
IJH ISHARES TR650.07%0.11%0.20%Q4 2020Q4 202311
TJX TJX COS INC NEW650.08%0.11%0.20%Q4 2020Q4 202311
GS GOLDMAN SACHS GROUP INC11110.09%0.11%0.18%Q2 2021Q4 202311
DFUS DIMENSIONAL ETF TRUST7311.37%13.86%17.11%Q2 2021Q4 202310
DFAS DIMENSIONAL ETF TRUST735.95%7.02%9.23%Q2 2021Q4 202310
DFAC DIMENSIONAL ETF TRUST732.68%6.84%10.60%Q2 2021Q4 202310
DFAT DIMENSIONAL ETF TRUST734.37%4.95%5.68%Q2 2021Q4 202310
EUSA ISHARES INC10100.18%0.28%0.54%Q3 2021Q4 202310
NVDA NVIDIA CORPORATION10100.08%0.23%0.42%Q3 2021Q4 202310
SO SOUTHERN CO10100.19%0.22%0.41%Q3 2021Q4 202310
NKE NIKE INC730.08%0.15%0.29%Q4 2020Q2 202310
INTU INTUIT640.08%0.13%0.18%Q4 2020Q4 202310
COO COOPER COS INC610.07%0.12%0.20%Q4 2020Q4 202310
AON AON PLC10100.09%0.11%0.20%Q3 2021Q4 202310
DIMENSIONAL ETF TRUST724.72%5.35%5.87%Q3 2021Q4 20239
WRB BERKLEY W R CORP990.43%0.85%1.82%Q4 2020Q4 20229
VWO VANGUARD INTL EQUITY I...810.13%0.35%1.26%Q4 2020Q4 20239
AVUV AMERICAN CENTY ETF TR990.16%0.32%0.52%Q4 2021Q4 20239
SPHD INVESCO EXCH TRADED FD...990.10%0.29%0.42%Q4 2021Q4 20239
LOW LOWES COS INC710.08%0.13%0.21%Q1 2021Q4 20239
CVX CHEVRON CORP NEW990.09%0.12%0.22%Q4 2021Q4 20239
AZO AUTOZONE INC990.08%0.10%0.15%Q4 2021Q4 20239
KO COCA COLA CO990.08%0.09%0.16%Q4 2021Q4 20239
AVDE AMERICAN CENTY ETF TR880.20%0.81%1.35%Q1 2022Q4 20238
IBM INTERNATIONAL BUSINESS...880.14%0.35%0.69%Q4 2020Q3 20228
TIP ISHARES TR880.10%0.17%0.27%Q4 2020Q3 20228
XSOE WISDOMTREE TR880.08%0.14%0.22%Q4 2020Q3 20228
TSLA TESLA INC530.10%0.14%0.28%Q3 2021Q4 20238
ABC CENCORA INC880.08%0.10%0.17%Q1 2022Q4 20238
DIMENSIONAL ETF TRUST7710.14%10.45%10.97%Q2 2022Q4 20237
AVUS AMERICAN CENTY ETF TR770.62%1.69%2.57%Q2 2022Q4 20237
AVEM AMERICAN CENTY ETF TR770.28%1.14%1.76%Q2 2022Q4 20237
BND VANGUARD BD INDEX FDS770.17%0.72%2.13%Q2 2022Q4 20237
ISHG ISHARES TR770.11%0.54%0.84%Q2 2022Q4 20237
VTWO VANGUARD SCOTTSDALE FDS770.11%0.25%0.45%Q2 2022Q4 20237
ADBE ADOBE SYSTEMS INCORPOR...520.08%0.20%0.38%Q4 2020Q4 20237
AZN ASTRAZENECA PLC770.13%0.16%0.18%Q2 2022Q4 20237
INTC INTEL CORP610.08%0.15%0.24%Q4 2020Q4 20237
VTWV VANGUARD SCOTTSDALE FDS770.08%0.13%0.23%Q2 2022Q4 20237
EXR EXTRA SPACE STORAGE INC770.07%0.11%0.21%Q2 2021Q4 20227
ADP AUTOMATIC DATA PROCESS...520.08%0.10%0.15%Q4 2021Q4 20237
BKNG BOOKING HOLDINGS INC430.08%0.10%0.15%Q3 2021Q4 20237
DE DEERE & CO610.08%0.10%0.17%Q1 2022Q4 20237
CB CHUBB LIMITED520.08%0.10%0.17%Q4 2021Q4 20237
SCHP SCHWAB STRATEGIC TR660.29%1.15%1.59%Q3 2022Q4 20236
AVDV AMERICAN CENTY ETF TR660.27%0.42%0.50%Q3 2022Q4 20236
PYPL PAYPAL HLDGS INC660.14%0.29%0.47%Q4 2020Q1 20226
IBHC ISHARES TR660.14%0.28%0.66%Q3 2021Q4 20226
JNK SPDR SER TR660.10%0.11%0.12%Q3 2022Q4 20236
CVS CVS HEALTH CORP660.08%0.11%0.20%Q3 2021Q4 20226
ESGV VANGUARD WORLD FD660.08%0.11%0.12%Q3 2022Q4 20236
DUK DUKE ENERGY CORP NEW410.07%0.10%0.16%Q3 2021Q4 20236
RTX RAYTHEON TECHNOLOGIES ...310.08%0.10%0.16%Q3 2021Q2 20236
SCHO SCHWAB STRATEGIC TR550.67%1.43%1.93%Q4 2022Q4 20235
SCHC SCHWAB STRATEGIC TR550.26%0.27%0.29%Q4 2022Q4 20235
VO VANGUARD INDEX FDS310.08%0.13%0.20%Q4 2020Q4 20235
VGIT VANGUARD SCOTTSDALE FDS550.09%0.13%0.18%Q4 2022Q4 20235
IBHB ISHARES TR550.10%0.13%0.19%Q3 2021Q3 20225
VXUS VANGUARD STAR FDS550.11%0.13%0.13%Q4 2022Q4 20235
DFS DISCOVER FINL SVCS410.08%0.10%0.15%Q2 2021Q2 20235
BA BOEING CO440.08%0.15%0.21%Q4 2020Q3 20214
MMM 3M CO440.09%0.15%0.20%Q4 2020Q3 20214
SBNY SIGNATURE BK NEW YORK N Y310.10%0.14%0.18%Q1 2021Q1 20224
CHTR CHARTER COMMUNICATIONS...440.09%0.13%0.18%Q4 2020Q3 20214
EW EDWARDS LIFESCIENCES CORP440.09%0.11%0.18%Q2 2021Q1 20224
MAA MID-AMER APT CMNTYS INC440.09%0.11%0.17%Q2 2021Q1 20224
EL LAUDER ESTEE COS INC440.08%0.10%0.16%Q1 2021Q4 20214
LMT LOCKHEED MARTIN CORP220.08%0.10%0.15%Q1 2022Q1 20234
IBHD ISHARES TR440.10%0.10%0.11%Q1 2023Q4 20234
SPDN DIREXION SHS ETF TR440.07%0.09%0.13%Q1 2022Q4 20224
SCOR COMSCORE INC440.02%0.02%0.03%Q4 2020Q3 20214
PFF ISHARES TR330.09%0.11%0.16%Q3 2021Q1 20223
AMT AMERICAN TOWER CORP NEW210.08%0.10%0.12%Q2 2021Q2 20223
DIMENSIONAL ETF TRUST210.07%0.09%0.10%Q3 2021Q4 20223
VCSH VANGUARD SCOTTSDALE FDS220.68%0.70%0.71%Q3 2022Q4 20222
AMERICAN CENTY ETF TR110.18%0.19%0.19%Q4 2021Q2 20222
BLK BLACKROCK INC220.10%0.10%0.10%Q3 2021Q4 20212
WST WEST PHARMACEUTICAL SV...220.10%0.10%0.10%Q2 2021Q3 20212
JBL JABIL INC220.08%0.09%0.09%Q3 2023Q4 20232
MCK MCKESSON CORP220.08%0.09%0.09%Q3 2023Q4 20232
CRM SALESFORCE INC110.08%0.09%0.09%Q3 2021Q4 20232
ADI ANALOG DEVICES INC220.08%0.08%0.08%Q1 2023Q2 20232
CI CIGNA CORP NEW220.08%0.08%0.08%Q3 2022Q4 20222
PNC PNC FINL SVCS GROUP INC220.08%0.08%0.08%Q3 2021Q4 20212
FS CREDIT OPPORTUNITIE...220.03%0.04%0.04%Q2 2023Q3 20232
VEA VANGUARD TAX-MANAGED I...110.29%0.29%0.29%Q4 2020Q4 20201
ROST ROSS STORES INC110.16%0.16%0.16%Q1 2021Q1 20211
T AT&T INC110.14%0.14%0.14%Q3 2021Q3 20211
SUB ISHARES TR110.12%0.12%0.12%Q4 2023Q4 20231
AVGO BROADCOM INC110.11%0.11%0.11%Q4 2023Q4 20231
VSGX VANGUARD WORLD FD110.11%0.11%0.11%Q4 2023Q4 20231
IBTF ISHARES TR110.10%0.10%0.10%Q4 2023Q4 20231
REET ISHARES TR110.10%0.10%0.10%Q4 2023Q4 20231
NFLX NETFLIX INC110.09%0.09%0.09%Q3 2021Q3 20211
FICO FAIR ISAAC CORP110.09%0.09%0.09%Q4 2023Q4 20231
IBHA ISHARES TR110.08%0.08%0.08%Q3 2021Q3 20211
AMERICAN CENTY ETF TR110.08%0.08%0.08%Q2 2022Q2 20221
PEP PEPSICO INC110.08%0.08%0.08%Q4 2022Q4 20221
NVMI NOVA LTD110.08%0.08%0.08%Q4 2021Q4 20211
AN AUTONATION INC110.08%0.08%0.08%Q2 2023Q2 20231
VONE VANGUARD SCOTTSDALE FDS110.08%0.08%0.08%Q4 2023Q4 20231
CAT CATERPILLAR INC110.08%0.08%0.08%Q4 2023Q4 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of McLean Asset Management Corp.

The conviction is calculated by counting the number of quarters a security has been reported by McLean Asset Management Corp. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that McLean Asset Management Corp owns currently or has owned in the past.