McMill Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Norfolk, NE
CIK
0002056447
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 59 355,667 SPIB, AVUV, DFIV, SPLG 13F-HR 2/23/2026 000205644726000001
Q3 2025 55 350,972 SPIB, DFUV, AVUV, SPLG 13F-HR 11/7/2025 000205644725000006
Q3 2025 55 350,972 SPIB, DFUV, AVUV, SPLG 13F-HR 11/7/2025 000205644725000007
Q2 2025 50 301,890 SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV 13F-HR 8/4/2025 000205644725000005
Q1 2025 50 277,418 SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV 13F-HR 5/9/2025 000205644725000003
Q4 2024 44 246,980 SPIB, DIMENSIONAL ETFTRUST, SPLG, DFIV 13F-HR 2/18/2025 000205644725000001