| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STK MKT ETF | 12 | Q3 2023 | 11.9% |
| VANGUARD SMALL CP ETF | 12 | Q3 2023 | 9.8% |
| ISHARES TRUST CORE 1 5 YR USD ETF | 12 | Q3 2023 | 22.9% |
| VANGUARD S&P 500 ETF SHS | 12 | Q3 2023 | 11.4% |
| VANGUARD MID-CAP INDEX FUND | 12 | Q3 2023 | 6.2% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | 12 | Q3 2023 | 6.1% |
| VANGUARD WORLD FD | 12 | Q3 2023 | 6.2% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 12 | Q3 2023 | 3.9% |
| ISHARES TRUST RUSSELL 3000 ETF | 12 | Q3 2023 | 6.3% |
| APPLE INC COM USD0.00001 | 12 | Q3 2023 | 6.8% |
View McClarren Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-19 |
View McClarren Financial Advisors, Inc.'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.