$114 Million is the total value of McLean Asset Management Corp's 95 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-27
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q4 2023 | 11.0% |
| ISHARES TR | 13 | Q4 2023 | 9.4% |
| SPDR S&P 500 ETF TR | 13 | Q4 2023 | 10.1% |
| APPLE INC | 13 | Q4 2023 | 8.3% |
| VANGUARD INDEX FDS | 13 | Q4 2023 | 5.7% |
| ISHARES TR | 13 | Q4 2023 | 4.7% |
| ISHARES TR | 13 | Q4 2023 | 4.0% |
| MICROSOFT CORP | 13 | Q4 2023 | 3.1% |
| VANGUARD INDEX FDS | 13 | Q4 2023 | 3.1% |
| WISDOMTREE TR | 13 | Q4 2023 | 3.6% |
View McLean Asset Management Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-14 |
View McLean Asset Management Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.