McClarren Financial Advisors, Inc. - Q4 2020 holdings

$104 Million is the total value of McClarren Financial Advisors, Inc.'s 319 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
ISTB NewISHARES TRUST CORE 1 5 YR USD ETF$20,730,000401,450
+100.0%
19.92%
VOO NewVANGUARD S&P 500 ETF SHS$10,240,00029,797
+100.0%
9.84%
VB NewVANGUARD SMALL CP ETF$7,912,00040,644
+100.0%
7.60%
MGK NewVANGUARD MEGA GRWTH IND ETF$6,439,00031,607
+100.0%
6.19%
VIG NewVANGUARD SPECIALIZED FUNDS DIV APP ETF$6,359,00045,056
+100.0%
6.11%
VTI NewVANGUARD TOTAL STK MKT ETF$5,364,00027,563
+100.0%
5.15%
VO NewVANGUARD MID-CAP INDEX FUND$5,290,00025,586
+100.0%
5.08%
VXUS NewVANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND$3,635,00060,444
+100.0%
3.49%
IVV NewISHARES TRUST CORE S&P500 ETF$2,640,0007,035
+100.0%
2.54%
IWV NewISHARES TRUST RUSSELL 3000 ETF$2,448,00011,114
+100.0%
2.35%
DSI NewISHARES TRUST MSCI KLD400 SOC ETF$2,136,00029,869
+100.0%
2.05%
SPTM NewSPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF$1,996,00043,317
+100.0%
1.92%
VV NewVANGUARD LARGE-CAP INDEX FUND$1,621,0009,231
+100.0%
1.56%
AAPL NewAPPLE INC COM USD0.00001$1,500,00011,313
+100.0%
1.44%
MGC NewVANGUARD MEGA CAP INDEX FUND$1,398,00010,476
+100.0%
1.34%
VWO NewVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF$1,289,00025,749
+100.0%
1.24%
IWB NewISHARES TRUST RUS 1000 ETF$1,198,0005,658
+100.0%
1.15%
IWM NewISHARES TRUST RUSSELL 2000 ETF$1,096,0005,597
+100.0%
1.05%
ESGV NewVANGUARD WORLD FD ESG US STK ETF$984,00014,024
+100.0%
0.95%
VYM NewVANGUARD WHITEHALL FDS HIGH DIV YLD$922,00010,092
+100.0%
0.89%
SPDW NewSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$857,00025,404
+100.0%
0.82%
SPYG NewSPDR SERIES TRUST PRTFLO S&P500 GW ETF$856,00015,497
+100.0%
0.82%
SPSM NewSPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF$790,00022,111
+100.0%
0.76%
VEA NewVANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF$735,00015,605
+100.0%
0.71%
AMZN NewAMAZON COM INC COM$628,000193
+100.0%
0.60%
MSFT NewMICROSOFT CORP COM$569,0002,437
+100.0%
0.55%
SUSA NewISHARES TRUST MSCI USA ESG SLC ETF$558,0006,788
+100.0%
0.54%
VEU NewVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US$555,0009,527
+100.0%
0.53%
VSGX NewVANGUARD WORLD FD ESG INTL STK ETF$532,0009,995
+100.0%
0.51%
ITOT NewISHARES TRUST CORE S&P TTL STK ETF$496,0005,760
+100.0%
0.48%
ESGU NewISHARES TRUST ESG AWARE MSCI USA ETF$467,0005,440
+100.0%
0.45%
VXF NewVANGUARD EXTEND MKT ETF$428,0002,603
+100.0%
0.41%
EFA NewISHARES TRUST MSCI EAFE ETF$357,0004,898
+100.0%
0.34%
IWR NewISHARES TRUST RUS MID CAP ETF$341,0004,982
+100.0%
0.33%
IWD NewISHARES TRUST RUS 1000 VAL ETF$321,0002,350
+100.0%
0.31%
VBR NewVANGUARD SM CP VAL ETF$292,0002,057
+100.0%
0.28%
JNJ NewJOHNSON & JOHNSON COM$283,0001,802
+100.0%
0.27%
CSX NewCSX CORP COM USD1$243,0002,686
+100.0%
0.23%
SPEM NewSPDR PORTFOLIO EMERGING MARKETS ETF$239,0005,715
+100.0%
0.23%
PG NewPROCTER & GAMBLE CO COM$237,0001,708
+100.0%
0.23%
CATH NewGLOBAL X FDS S&P 500 CATHOLIC ETF$228,0004,945
+100.0%
0.22%
VIGI NewVANGUARD WHITEHALL FDS INTL DVD ETF$219,0002,699
+100.0%
0.21%
XEL NewXCEL ENERGY INC COM$214,0003,224
+100.0%
0.21%
GOOGL NewALPHABET INC COM CL A$206,000117
+100.0%
0.20%
NSC NewNORFOLK SOUTHN CORP COM$204,000859
+100.0%
0.20%
UNP NewUNION PAC CORP COM$198,000953
+100.0%
0.19%
VTV NewVANGUARD VALUE ETF$192,0001,630
+100.0%
0.18%
SPMD NewSPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF$189,0004,678
+100.0%
0.18%
HIW NewHIGHWOODS PROPERTIES INC COM USD0.01$174,0004,405
+100.0%
0.17%
BLD NewTOPBUILD CORP COM$171,000929
+100.0%
0.16%
PFE NewPFIZER INC COM$170,0004,648
+100.0%
0.16%
VNQ NewVANGUARD REAL ESTATE ETF$160,0001,890
+100.0%
0.15%
IJH NewISHARES TRUST CORE S&P MCP ETF$159,000694
+100.0%
0.15%
VUG NewVANGUARD GROWTH ETF$159,000628
+100.0%
0.15%
QQQ NewINVESCO QQQ TRUST UNIT SER 1 ETF$159,000507
+100.0%
0.15%
DIS NewWALT DISNEY COMPANY (THE) COM$154,000854
+100.0%
0.15%
IYJ NewISHARES TRUST US INDUSTRIALS ETF$152,0001,565
+100.0%
0.15%
PEIPRC NewFLAHERTY & CRUMRINE PFD INCOME COM$150,0007,965
+100.0%
0.14%
BRKB NewBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B$150,000652
+100.0%
0.14%
VBK NewVANGUARD SML CP GRW ETF$147,000552
+100.0%
0.14%
VT NewVANGUARD TT WRLD ST ETF$147,0001,597
+100.0%
0.14%
GOOG NewALPHABET INC COM CL C$143,00081
+100.0%
0.14%
PFF NewISHARES TRUST PFD AND INCM SEC ETF$141,0003,672
+100.0%
0.14%
IWN NewISHARES TRUST RUS 2000 VAL ETF$135,0001,030
+100.0%
0.13%
ROK NewROCKWELL AUTOMATION INC COM$132,000526
+100.0%
0.13%
PNC NewPNC FINANCIAL SERVICES GROUP COM$130,000873
+100.0%
0.12%
BGRN NewISHARES TRUST GBL GREEN ETF$127,0002,269
+100.0%
0.12%
IWC NewISHARES TRUST MICRO-CAP ETF$120,0001,015
+100.0%
0.12%
CP NewCANADIAN PACIFIC RAILWAY COMPANY COM NPV ISIN #CA13645T1003 SEDOL #2793115$118,000343
+100.0%
0.11%
EEM NewISHARES TRUST MSCI EMG MKTS ETF USD DIS$117,0002,266
+100.0%
0.11%
OEF NewISHARES TRUST S&P 100 ETF$116,000676
+100.0%
0.11%
VZ NewVODAFONE GROUP ADR SPONSORED$111,0002,009
+100.0%
0.11%
PM NewPHILIP MORRIS INTL INC COM$110,0001,333
+100.0%
0.11%
SPY NewSPDR SERIES TRUST PORTFOLIO S&P 500 ETF$103,0002,357
+100.0%
0.10%
VGT NewVANGUARD INF TECH ETF$98,000277
+100.0%
0.09%
SCZ NewISHARES TR EAFE SML CP ETF$96,0001,407
+100.0%
0.09%
ULST NewSSGA ACTIVE ETF TR ULTRA SHORT TERM BD ETF$94,0002,327
+100.0%
0.09%
IDXX NewIDEXX LABORATORIES INC COM$92,000185
+100.0%
0.09%
BMTC NewBRYN MAWR BANK CORP$85,0002,794
+100.0%
0.08%
FB NewFACEBOOK INC COM CL A$83,000307
+100.0%
0.08%
POOL NewPOOL CORPORATION COM$82,000220
+100.0%
0.08%
T NewAT&T INC COM$82,0002,871
+100.0%
0.08%
SYK NewSTRYKER CORP COM$81,000333
+100.0%
0.08%
MO NewALTRIA GROUP INC COM$81,0001,991
+100.0%
0.08%
ESML NewISHARES TRUST ESG AWARE MSCI USA SML CAP$81,0002,411
+100.0%
0.08%
IWS NewISHARES TRUST RUS MDCP VAL ETF$74,000766
+100.0%
0.07%
LLY NewELI LILLY AND COMPANY COM$73,000437
+100.0%
0.07%
LQD NewISHARES TRUST IBOXX INV CP ETF$72,000523
+100.0%
0.07%
CZA NewINVESCO EXCHANGE TRADED FD TR ZACKS MID CAP ETF$69,000912
+100.0%
0.07%
CAT NewCATERPILLAR INC COM$64,000361
+100.0%
0.06%
MDLZ NewMONDELEZ INTL INC COM CL A$62,0001,075
+100.0%
0.06%
CMCSA NewCOMCAST CORP COM CL A$58,0001,110
+100.0%
0.06%
ABM NewABM INDUSTRIES INC COM$58,0001,552
+100.0%
0.06%
JPM NewJP MORGAN CHASE & CO COM$58,000460
+100.0%
0.06%
LMT NewLOCKHEED MARTIN CORP COM USD1.00$57,000163
+100.0%
0.06%
TT NewTRANE TECHNOLOGIES PLC COM$56,000389
+100.0%
0.05%
SHOP NewSHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7$56,00050
+100.0%
0.05%
IMCG NewISHARES TRUST MRGSTR MD CP GRW ETF$55,000144
+100.0%
0.05%
GLD NewSPDR GOLD TRUST GOLD SHS ETF$54,000312
+100.0%
0.05%
IJR NewISHARES TRUST CORE S&P SCP ETF$51,000569
+100.0%
0.05%
WMT NewWALMART INC COM$50,000346
+100.0%
0.05%
IBM NewINTERNATIONAL BUS MACH CORP COM USD0.20$46,000375
+100.0%
0.04%
SYY NewSYSCO CORP COM$45,000617
+100.0%
0.04%
TGT NewTARGET CORP COM$44,000253
+100.0%
0.04%
TXT NewTEXTRON INC COM$43,000895
+100.0%
0.04%
SCHH NewSCHWAB STRATEGIC TR US REIT ETF$42,0001,107
+100.0%
0.04%
INTC NewINTEL CORP COM USD0.001$42,000876
+100.0%
0.04%
MMM New3M COMPANY COM$41,000235
+100.0%
0.04%
TMUS NewT-MOBILE US INC COM$40,000299
+100.0%
0.04%
IEMG NewISHARES INC CORE MSCI EMKT ETF$40,000665
+100.0%
0.04%
VHT NewVANGUARD HEALTH CAR ETF$39,000174
+100.0%
0.04%
MMC NewMARSH &MCLENNAN COMPANIES INC COM USD1.00$38,000328
+100.0%
0.04%
ABBV NewABBVIE INC COM USD0.01$38,000357
+100.0%
0.04%
ENZL NewISHARES TRUST NEW ZEALAND ETF$39,000585
+100.0%
0.04%
XCEM NewCOLUMBIA ETF TR II EM CORE EX ETF$39,0001,328
+100.0%
0.04%
VOE NewVANGUARD MCAP VL IDXVIP ETF$37,000317
+100.0%
0.04%
PRU NewPRUDENTIAL FINANCIAL INC COM$36,000464
+100.0%
0.04%
IVW NewISHARES S&P 500 GROWTH ETF$35,000553
+100.0%
0.03%
WM NewWASTE MANAGEMENT INC COM$34,000295
+100.0%
0.03%
CINF NewCINCINNATI FINANCIAL CORP COM$33,000387
+100.0%
0.03%
MRK NewMERCK &CO. INC COM$32,000400
+100.0%
0.03%
IEUS NewISHARES TRUST DEVSMCP EXNA ETF$30,000495
+100.0%
0.03%
FULT NewFULTON FINANCIAL CORP COM$30,0002,395
+100.0%
0.03%
VNQI NewVANGUARD GLB EX US ETF$28,000528
+100.0%
0.03%
PFG NewPRINCIPAL FINANCIAL GROUP COM$27,000546
+100.0%
0.03%
PEP NewPEPSICO INC COM$27,000182
+100.0%
0.03%
KO NewCOCA-COLA CO COM$26,000484
+100.0%
0.02%
AMT NewAMERICAN TOWER CORP COM USD0.01$26,000115
+100.0%
0.02%
VCSH NewVANGUARD SHRT TRM CORP BD ETF$25,000305
+100.0%
0.02%
TRN NewTRINITY INDUSTRIES INC COM$24,000943
+100.0%
0.02%
PCF NewHIGH INCOME SECURITIES FUND SHS BEN INT$24,0002,888
+100.0%
0.02%
ISCG NewISHARES TRUST MRGSTR SM CP GR ETF$23,00077
+100.0%
0.02%
ZTS NewZOETIS INC COM CL A$23,000143
+100.0%
0.02%
ALLE NewALLEGION PLC COM$22,000189
+100.0%
0.02%
RTX NewRAYTHEON TECH CORP COM$22,000310
+100.0%
0.02%
V NewVISA INC COM CL A$22,000100
+100.0%
0.02%
QCOM NewQUALCOMM INC COM$21,000143
+100.0%
0.02%
KR NewKROGER CO COM$21,000679
+100.0%
0.02%
NVS NewNOVARTIS AG SPONSORED ADR$20,000212
+100.0%
0.02%
UBER NewUBER TECHNOLOGIES INC COM$20,000405
+100.0%
0.02%
CME NewCME GROUP INC COM$19,000105
+100.0%
0.02%
HOG NewHARLEY DAVIDSON COM$18,000495
+100.0%
0.02%
AMTR NewEATON CORPORATION PLC COM$18,000155
+100.0%
0.02%
DLR NewDIGITAL REALTY TRUST INC COM STK USD0.01$18,000131
+100.0%
0.02%
FNB NewFNB CORP PA COM$17,0001,872
+100.0%
0.02%
CSCO NewCISCO SYSTEMS INC COM$17,000388
+100.0%
0.02%
WMK NewWEIS MARKETS INC$17,000357
+100.0%
0.02%
APD NewAIR PRODUCTS & CHEMICALS INC COM$16,00061
+100.0%
0.02%
NewARCOSA INC COM$16,000294
+100.0%
0.02%
BK NewBANK OF NEW YORK MELLON CORP COM$15,000362
+100.0%
0.01%
HRL NewHORMEL FOODS CORP COM$14,000309
+100.0%
0.01%
AZN NewASTRAZENECA ADR SPONSORED$14,000298
+100.0%
0.01%
BMY NewBRISTOL-MYERS SQUIBB CO COM$14,000231
+100.0%
0.01%
AFL NewAFLAC INC COM$14,000321
+100.0%
0.01%
AEP NewAMERICAN ELECTRIC POWER CO INC COM$13,000157
+100.0%
0.01%
GLW NewCORNING INC COM$13,000379
+100.0%
0.01%
DNP NewDNP SELECT INCOME FUND INC COM$12,0001,260
+100.0%
0.01%
YUM NewYUM BRANDS INC COM$13,000125
+100.0%
0.01%
ESGD NewISHARES TRUST ESG AWARE MSCI EAFE ETF$12,000164
+100.0%
0.01%
NEE NewNEXTERA ENERGY INC COM$12,000162
+100.0%
0.01%
FVD NewFIRST TR VALUE LINE DIVID INDE SHS$13,000374
+100.0%
0.01%
SPYX NewSPDR SERIES TRUST SPDR S&P 500 ETF$12,000135
+100.0%
0.01%
MCD NewMCDONALD'S CORPORATION COM$13,00063
+100.0%
0.01%
TXN NewTEXAS INSTRUMENTS INC COM$11,00068
+100.0%
0.01%
HAL NewHALLIBURTON CO COM USD2.50$11,000600
+100.0%
0.01%
IYT NewISHARES TRUST TRANS AVG ETF$11,00051
+100.0%
0.01%
NewCARRIER GLOBAL CORPORATION COM$11,000311
+100.0%
0.01%
ORCL NewORACLE CORP$10,000165
+100.0%
0.01%
MDU NewMDU RESOURCES GROUP INC COM$10,000395
+100.0%
0.01%
VTRS NewVIATRIS INC COM$10,000569
+100.0%
0.01%
OTIS NewOTIS WORLDWIDE CORP COM$10,000152
+100.0%
0.01%
NewJOHNSON CONTROLS INTL PLC COM$9,000202
+100.0%
0.01%
TAN NewINVESCO EXCHANGE TRADED FUND T SOLAR ETF$9,00090
+100.0%
0.01%
VSS NewVANGUARD FTSE SMCAP ETF$9,00079
+100.0%
0.01%
ATVI NewACTIVISION BLIZZARD INC COM$9,000100
+100.0%
0.01%
JONE NewJONESTOWN BK &TR CO PA COM$8,000400
+100.0%
0.01%
VFC NewV F CORP COM$8,00099
+100.0%
0.01%
DOW NewDOW INC COM$8,000161
+100.0%
0.01%
DD NewDUPONT DE NEMOURS INC COM$8,000118
+100.0%
0.01%
GXF NewGLOBAL X FDS FTSE NORDIC REG ETF$7,000265
+100.0%
0.01%
BA NewBOEING CO COM$7,00035
+100.0%
0.01%
CTVA NewCORTEVA INC COM$7,000173
+100.0%
0.01%
BLK NewBLACKROCK INC COM$7,00010
+100.0%
0.01%
NewPLANET FITNESS INC COM CL A$6,00078
+100.0%
0.01%
YUMC NewYUM CHINA HOLDINGS INC COM$6,000119
+100.0%
0.01%
KIRK NewKIRKLAND'S INC COM$6,000336
+100.0%
0.01%
FTEC NewFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$5,00052
+100.0%
0.01%
SOXX NewISHARES TRUST PHLX SEMICND ETF$5,00014
+100.0%
0.01%
QSR NewRESTAURANT BRANDS INTL INC COM$5,00087
+100.0%
0.01%
TRGP NewTARGA RESOURCES CORPORATION COM$4,000153
+100.0%
0.00%
ZM NewZOOM VIDEO COMMUNICATIONS INC COM CL A$4,00014
+100.0%
0.00%
HXL NewHEXCEL CORPORATION COM$4,000100
+100.0%
0.00%
VOT NewVANGUARD MCAP GR IDXVIP ETF$4,00019
+100.0%
0.00%
ITA NewISHARES TRUST US AER DEF ETF$3,00037
+100.0%
0.00%
INSP NewINSPIRE MEDICAL SYSTEMS INC COM$3,00016
+100.0%
0.00%
CI NewCIGNA CORP NEW COM$3,00018
+100.0%
0.00%
TRV NewTRAVELERS COMPANIES INC COM$2,00016
+100.0%
0.00%
PINS NewPINTEREST INC COM CL A$2,00039
+100.0%
0.00%
PNR NewPENTAIR PLC COM$2,00048
+100.0%
0.00%
GWPH NewGW PHARMACEUTICALS PLC ADS$2,00018
+100.0%
0.00%
NewTRUIST FINANCIAL CORPORATION COM$2,00049
+100.0%
0.00%
NKTR NewNEKTAR THERAPEUTICS COM$2,000157
+100.0%
0.00%
MAGA NewETF SERIES SOLUTIONS POINT BRIDGE GOP ETF$2,00096
+100.0%
0.00%
GM NewGENERAL MOTORS CO COM$2,00067
+100.0%
0.00%
ALC NewALCON INC$2,00042
+100.0%
0.00%
XSD NewSPDR SERIES TRUST S&P SEMICNDCTR ETF$2,00017
+100.0%
0.00%
SIRI NewSIRIUS XM HOLDINGS INC COM$2,000328
+100.0%
0.00%
LOB NewLIVE OAK BANCSHARES INC COM$2,00054
+100.0%
0.00%
LOW NewLOWE'S COMPANIES INC COM$2,00017
+100.0%
0.00%
MDT NewMEDTRONIC PLC COM$2,00020
+100.0%
0.00%
LIT NewGLOBAL X FDS LITHIUM BTRY ETF$2,00032
+100.0%
0.00%
NewAMERICAN AIRLINES GROUP INC COM$2,000137
+100.0%
0.00%
NVT NewNVENT ELECTRIC PLC COM$1,00048
+100.0%
0.00%
DDD New3 D SYSTEMS INC COM$1,000150
+100.0%
0.00%
FEYE NewFIREEYE INC COM$1,00058
+100.0%
0.00%
CRON NewCRONOS GROUP INC COM NPV ISIN #CA22717L1013 SEDOL #BF01YS3$1,000244
+100.0%
0.00%
CGC NewCANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0$1,00071
+100.0%
0.00%
BYND NewBEYOND MEAT INC COM$1,00010
+100.0%
0.00%
ZNGA NewZYNGA INC$1,000160
+100.0%
0.00%
TEL NewTE CONNECTIVITY LTD COM$1,00016
+100.0%
0.00%
CRWD NewCROWDSTRIKE HOLDINGS INC COM CL A$03
+100.0%
0.00%
KTB NewKONTOOR BRANDS INC COM$012
+100.0%
0.00%
NewMASTERCARD INCORPORATED COM CL A$01
+100.0%
0.00%
DAL NewDELTA AIR LINES INC COM$09
+100.0%
0.00%
DXCM NewDEXCOM INC COM$01
+100.0%
0.00%
CYBR NewCYBERARK SOFTWARE LTD COM$03
+100.0%
0.00%
DOCU NewDOCUSIGN INC COM$02
+100.0%
0.00%
ACB NewAURORA CANNABIS INC COM NPV POST REV SPLIT ISIN #CA05156X8843 SEDOL #BLB8BC8$06
+100.0%
0.00%
MJNA NewMEDICAL MARIJUANA INC$02,000
+100.0%
0.00%
AIG NewAMER INTL GRP INC COM$014
+100.0%
0.00%
MTLQU NewMOTORS LIQUIDATION COMPANY COM$012
+100.0%
0.00%
AMED NewAMEDISYS INC COM$02
+100.0%
0.00%
PYPL NewPAYPAL HOLDINGS INC COM$02
+100.0%
0.00%
PANW NewPALO ALTO NETWORKS INC COM$02
+100.0%
0.00%
ERF NewENERPLUS CORPORATION COM$0207
+100.0%
0.00%
AGEN NewAGENUS INC$02
+100.0%
0.00%
OMRNY NewOMRON CORP ADR SPONSORED$08
+100.0%
0.00%
ADBE NewADOBE INC COM$01
+100.0%
0.00%
OKTA NewOKTA INC COM CL A$02
+100.0%
0.00%
UAL NewUNITED AIRLINES HOLDINGS COM$08
+100.0%
0.00%
NKE NewNIKE INC COM CL B$05
+100.0%
0.00%
ZS NewZSCALER INC COM$03
+100.0%
0.00%
ROST NewROSS STORES INC COM$01
+100.0%
0.00%
NewSMUCKER (JM) CO COM$08
+100.0%
0.00%
FBCG NewFIDELITY BLUE CHIP GROWTH ETF$012
+100.0%
0.00%
FCG NewFIRST TRUST EXCHANGE-TRADED FU NAT GAS ETF$052
+100.0%
0.00%
FTNT NewFORTINET INC COM$04
+100.0%
0.00%
TJX NewTJX COS INC COM$011
+100.0%
0.00%
NewTENCENT HOLDINGS LIMITED ADR UNSPONSORED$06
+100.0%
0.00%
NOK NewNOKIA OYJ ADR SPONSORED$036
+100.0%
0.00%
VALPQ NewVALARIS PLC COM CL A$039
+100.0%
0.00%
SBUX NewSTARBUCKS CORP COM$04
+100.0%
0.00%
SAIL NewSAILPOINT TECH HLDGS INC COM$09
+100.0%
0.00%
COST NewCOSTCO WHOLESALE CORP COM$01
+100.0%
0.00%
MAR NewMARRIOTT INTERNATIONAL INC COM CL A$03
+100.0%
0.00%
CHKP NewCHECK POINT SFTWRE COM$05
+100.0%
0.00%
PALAF NewPALADIN ENERGY LIMITED COM$020
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-01-29
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD TOTAL STK MKT ETF12Q3 202311.9%
VANGUARD SMALL CP ETF12Q3 20239.8%
ISHARES TRUST CORE 1 5 YR USD ETF12Q3 202322.9%
VANGUARD S&P 500 ETF SHS12Q3 202311.4%
VANGUARD MID-CAP INDEX FUND12Q3 20236.2%
VANGUARD SPECIALIZED FUNDS DIV APP ETF12Q3 20236.1%
VANGUARD WORLD FD12Q3 20236.2%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND12Q3 20233.9%
ISHARES TRUST RUSSELL 3000 ETF12Q3 20236.3%
APPLE INC COM USD0.0000112Q3 20236.8%

View McClarren Financial Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-02
13F-HR2023-11-06
13F-HR2023-08-07
13F-HR2023-05-05
13F-HR2023-01-30
13F-HR2022-11-01
13F-HR2022-08-11
13F-HR2022-04-29
13F-HR2022-01-19
13F-HR2021-10-15

View McClarren Financial Advisors, Inc.'s complete filings history.

Compare quarters

Export McClarren Financial Advisors, Inc.'s holdings