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Size ($ in 1000's)
At 12/31/2023: $131,186
At 09/30/2023: $114,897
McClarren Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McClarren Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the McClarren Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by McClarren Financial Advisors Inc..
In the McClarren Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by McClarren Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the McClarren Financial Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
63,218 |
-193 |
$14,997 | | VTI | 63,218 | -193 | $14,997 | | VANGUARD INDEX FDS (VB) |
58,682 |
-170 |
$12,519 | | VB | 58,682 | -170 | $12,519 | | VANGUARD INDEX FDS (VOO) |
23,476 |
-557 |
$10,254 | | VOO | 23,476 | -557 | $10,254 | | VANGUARD INDEX FDS (VO) |
35,844 |
+1,702 |
$8,339 | | VO | 35,844 | +1,702 | $8,339 | | VANGUARD SPECIALIZED FUNDS (VIG) |
35,601 |
+263 |
$6,066 | | VIG | 35,601 | +263 | $6,066 | | VANGUARD WORLD FD (MGK) |
21,310 |
+323 |
$5,530 | | MGK | 21,310 | +323 | $5,530 | | VANGUARD STAR FDS (VXUS) |
85,114 |
+550 |
$4,933 | | VXUS | 85,114 | +550 | $4,933 | | APPLE INC |
24,137 |
+1,232 |
$4,647 | | AAPL | 24,137 | +1,232 | $4,647 | | VANGUARD BD INDEX FDS (VUSB) |
79,330 |
+4,619 |
$3,922 | | VUSB | 79,330 | +4,619 | $3,922 | | ISHARES TR (IWV) |
10,660 |
+65 |
$2,918 | | IWV | 10,660 | +65 | $2,918 | | VANGUARD WORLD FD (MGC) |
17,199 |
-297 |
$2,911 | | MGC | 17,199 | -297 | $2,911 | | VANGUARD WORLD FD (ESGV) |
33,677 |
+6,108 |
$2,865 | | ESGV | 33,677 | +6,108 | $2,865 | | ISHARES TR (DSI) |
31,166 |
+228 |
$2,838 | | DSI | 31,166 | +228 | $2,838 | | VANGUARD INDEX FDS (VV) |
9,896 |
+1,697 |
$2,159 | | VV | 9,896 | +1,697 | $2,159 | | ISHARES TR (IVV) |
3,277 |
+232 |
$1,565 | | IVV | 3,277 | +232 | $1,565 | | VANGUARD INDEX FDS (VTV) |
10,424 |
+45 |
$1,558 | | VTV | 10,424 | +45 | $1,558 | | SPDR SER TR (SPTM) |
25,504 |
+43 |
$1,491 | | SPTM | 25,504 | +43 | $1,491 | | INVESCO QQQ TR |
3,604 |
+2,200 |
$1,476 | | QQQ | 3,604 | +2,200 | $1,476 | | VANGUARD WHITEHALL FDS (VYM) |
12,663 |
-276 |
$1,414 | | VYM | 12,663 | -276 | $1,414 | | VANGUARD INTL EQUITY INDEX F (VWO) |
30,318 |
-2,189 |
$1,246 | | VWO | 30,318 | -2,189 | $1,246 | | MICROSOFT CORP |
3,185 |
+5 |
$1,198 | | MSFT | 3,185 | +5 | $1,198 | | ISHARES TR (IWB) |
4,032 |
-66 |
$1,058 | | IWB | 4,032 | -66 | $1,058 | | VANGUARD TAX MANAGED FDS (VEA) |
21,145 |
+273 |
$1,013 | | VEA | 21,145 | +273 | $1,013 | | VANGUARD INDEX FDS (VXF) |
6,129 |
-65 |
$1,008 | | VXF | 6,129 | -65 | $1,008 | | ISHARES TR (IWM) |
4,713 |
+74 |
$946 | | IWM | 4,713 | +74 | $946 | | VANGUARD INDEX FDS (VBK) |
3,556 |
+718 |
$860 | | VBK | 3,556 | +718 | $860 | | VANGUARD WORLD FD (VSGX) |
15,360 |
+1,729 |
$849 | | VSGX | 15,360 | +1,729 | $849 | | VANGUARD INDEX FDS (VOE) |
5,554 |
+2,489 |
$805 | | VOE | 5,554 | +2,489 | $805 | | SPDR SER TR (SPSM) |
18,991 |
+39 |
$801 | | SPSM | 18,991 | +39 | $801 | | VANGUARD INDEX FDS (VBR) |
4,147 |
-219 |
$746 | | VBR | 4,147 | -219 | $746 | | ISHARES TR (SUSA) |
7,069 |
+58 |
$710 | | SUSA | 7,069 | +58 | $710 | | ISHARES TR (ITOT) |
6,591 |
+958 |
$694 | | ITOT | 6,591 | +958 | $694 | | SPDR INDEX SHS FDS (SPDW) |
20,330 |
+210 |
$691 | | SPDW | 20,330 | +210 | $691 |  BERKSHIRE HATHAWAY INC DEL |
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$673 | | BRK.B | 1,887 | UNCH | $673 | | AMAZON COM INC |
4,425 |
+1 |
$672 | | AMZN | 4,425 | +1 | $672 | | ISHARES TR (ESGU) |
6,200 |
-335 |
$650 | | ESGU | 6,200 | -335 | $650 | | VANGUARD INTL EQUITY INDEX F (VEU) |
10,604 |
+160 |
$595 | | VEU | 10,604 | +160 | $595 | | DIMENSIONAL ETF TRUST (DFSV) |
19,973 |
+80 |
$582 | | DFSV | 19,973 | +80 | $582 | | PROCTER AND GAMBLE CO |
3,936 |
+15 |
$577 | | PG | 3,936 | +15 | $577 | | VANGUARD INDEX FDS (VNQ) |
6,127 |
+760 |
$541 | | VNQ | 6,127 | +760 | $541 | | ALPHABET INC |
3,718 |
+1 |
$519 | | GOOGL | 3,718 | +1 | $519 | | VANGUARD WORLD FDS (VGT) |
1,065 |
+48 |
$515 | | VGT | 1,065 | +48 | $515 | | GLOBAL X FDS |
8,148 |
+221 |
$473 | | CATH | 8,148 | +221 | $473 | | JOHNSON & JOHNSON |
3,012 |
+10 |
$472 | | JNJ | 3,012 | +10 | $472 | | SPDR SER TR (SPYG) |
7,245 |
-260 |
$471 | | SPYG | 7,245 | -260 | $471 | | ISHARES TR (ESML) |
11,370 |
+145 |
$432 | | ESML | 11,370 | +145 | $432 | | HERSHEY CO |
2,242 |
+15 |
$418 | | HSY | 2,242 | +15 | $418 | | VANGUARD WORLD FDS (VPU) |
2,990 |
-284 |
$410 | | VPU | 2,990 | -284 | $410 | | NUSHARES ETF TR (NUSC) |
10,471 |
+5 |
$409 | | NUSC | 10,471 | +5 | $409 | | PEPSICO INC |
2,237 |
UNCH |
$380 | | PEP | 2,237 | UNCH | $380 |
See Full List: All Stocks Held By McClarren Financial Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McClarren Financial Advisors Inc.
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