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Portfolio (Quarterly) Guide ↗

McMill Wealth Management

· CIK 0002056447
13F Portfolio $376M AUM 61 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 5 Added 7 Reduced 30 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 178,302.0 $17.8M 4.73% -3K -1.7% $99.86 +10.2%
2 AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF 33,699.0 $2.5M 0.67% -2K -6.5% $74.83 +6.5%
3 EFV ISHARES MSCI EAFE VALUE ETF 19,473.0 $1.4M 0.39% -287.0 -1.4% $74.35 +6.0%
4 SPYM STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 9,565.0 $905K 0.24% -295K -96.8% $94.58 -6.1%
5 AVUS AVANTIS US EQUITY ETF 4,889.0 $544K 0.14% -52.0 -1.1% $111.19 +14.7%
6 VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES 5,093.0 $275K 0.07% -96.0 -1.9% $54.06 +11.1%
7 VCSH VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES 2,561.0 $201K 0.05% -91K -97.3% $78.41 +0.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.4%
Technology 28.5%
Basic Materials 20.1%
Consumer Cyclical 16.0%
Financial Services 2.9%
Energy 2.1%