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McMill Wealth Management

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13F filer, CIK 2056447, NORFOLK, NE

McMill Wealth Management reported $301,890,317 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 70.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056447-25-000005

Period
2025-06-30
Reported value
$302M
Holdings
50
Top 10 weight
70.83%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+35,045$3.2M
SPIBadded+80,220$2.69M
DFSVadded+45,871$1.35M
DFAWadded+20,127$1.35M
DFA TA WORLD EX US CORE EQU…added+18,247$1.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VCSHreduced-17,620-$1.4M
AVDVreduced-5,253-$416K
VTreduced-2,205-$283K
DFIVreduced-6,529-$279K
VCITreduced-3,345-$277K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002056447-25-000005, largest first. % of portfolio is the value over $301,890,317, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,541,549 shares; 2025Q1: 1,606,937 shares; 2025Q2: 1,687,157 shares 1,687,157$56.7M18.77%+80,220Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,834 shares; 2025Q1: 316,463 shares; 2025Q2: 312,997 shares 312,997$22.7M7.52%-3,466Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 451,203 shares; 2025Q1: 498,288 shares; 2025Q2: 491,759 shares 491,759$21M6.97%-6,529Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,332 shares; 2025Q1: 190,744 shares; 2025Q2: 225,789 shares 225,789$20.6M6.83%+35,045Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194,080 shares; 2025Q1: 265,804 shares; 2025Q2: 272,920 shares 272,920$18.3M6.05%+7,116Timeline
DFA TA WORLD EX US CORE EQU…DFA TA WORLD EX US CORE EQUITY IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199,082 shares; 2025Q1: 244,361 shares; 2025Q2: 262,608 shares 262,608$16.7M5.55%+18,247
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265,023 shares; 2025Q1: 279,325 shares; 2025Q2: 286,572 shares 286,572$15.5M5.13%+7,247Timeline
DIMENSIONAL ETFTRUSTDIMENSIONAL ETFTRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 304,408 shares; 2025Q1: 355,076 shares; 2025Q2: 355,242 shares 355,242$15M4.96%+166
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170,028 shares; 2025Q1: 189,113 shares; 2025Q2: 183,860 shares 183,860$14.6M4.82%-5,253Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146,790 shares; 2025Q1: 171,275 shares; 2025Q2: 188,273 shares 188,273$12.8M4.25%+16,998Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,337 shares; 2025Q1: 13,733 shares; 2025Q2: 13,332 shares 13,332$8.26M2.73%-401Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,438 shares; 2025Q1: 102,398 shares; 2025Q2: 122,525 shares 122,525$8.19M2.71%+20,127Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,290 shares; 2025Q1: 113,108 shares; 2025Q2: 95,488 shares 95,488$7.59M2.51%-17,620Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,462 shares; 2025Q1: 216,687 shares; 2025Q2: 217,880 shares 217,880$6.3M2.09%+1,193Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,789 shares; 2025Q1: 43,231 shares; 2025Q2: 41,026 shares 41,026$5.26M1.74%-2,205Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207,025 shares; 2025Q1: 192,372 shares; 2025Q2: 188,135 shares 188,135$4.81M1.59%-4,237Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,472 shares; 2025Q1: 169,694 shares; 2025Q2: 175,189 shares 175,189$4.67M1.55%+5,495Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,037 shares; 2025Q1: 57,226 shares; 2025Q2: 53,881 shares 53,881$4.47M1.48%-3,345Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,121 shares; 2025Q1: 144,189 shares; 2025Q2: 143,734 shares 143,734$4.28M1.42%-455Timeline
NUEPFNU E PWR CORP COM NEW (CAN)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,790 shares; 2025Q1: 27,724 shares; 2025Q2: 27,557 shares 27,557$3.59M1.19%-167Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,217 shares; 2025Q1: 6,752 shares; 2025Q2: 6,719 shares 6,719$3.26M1.08%-33Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,333 shares; 2025Q1: 53,479 shares; 2025Q2: 99,350 shares 99,350$2.93M0.97%+45,871Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,072 shares; 2025Q1: 79,954 shares; 2025Q2: 85,633 shares 85,633$2.58M0.86%+5,679Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,106 shares; 2025Q1: 40,142 shares; 2025Q2: 37,249 shares 37,249$2.32M0.77%-2,893Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares 3$2.18M0.72%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,918 shares; 2025Q1: 11,618 shares; 2025Q2: 11,618 shares 11,618$2.05M0.68%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,709 shares; 2025Q1: 47,529 shares; 2025Q2: 47,498 shares 47,498$1.47M0.49%-31Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,625 shares; 2025Q1: 23,591 shares; 2025Q2: 31,076 shares 31,076$1.46M0.48%+7,485Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,677 shares; 2025Q1: 20,010 shares; 2025Q2: 19,596 shares 19,596$1.24M0.41%-414Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,557 shares; 2025Q1: 2,263 shares; 2025Q2: 2,304 shares 2,304$1.15M0.38%+41Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,179 shares; 2025Q1: 23,645 shares; 2025Q2: 24,802 shares 24,802$1.06M0.35%+1,157Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,227 shares; 2025Q2: 4,232 shares 4,232$975K0.32%+5Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,571 shares; 2025Q1: 4,662 shares; 2025Q2: 4,747 shares 4,747$952K0.32%+85Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,632 shares; 2025Q1: 3,764 shares; 2025Q2: 3,789 shares 3,789$834K0.28%+25Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,741 shares; 2025Q1: 9,874 shares; 2025Q2: 9,879 shares 9,879$789K0.26%+5Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,175 shares; 2025Q1: 5,008 shares; 2025Q2: 4,510 shares 4,510$620K0.21%-498Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,329 shares; 2025Q2: 1,331 shares 1,331$517K0.17%+2Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares 2,513$490K0.16%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,676 shares 1,676$489K0.16%+1Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,819 shares; 2025Q2: 4,834 shares 4,834$486K0.16%+15Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,407 shares; 2025Q1: 15,942 shares; 2025Q2: 13,445 shares 13,445$442K0.15%-2,497Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 7,054 shares 7,054$368K0.12%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 675 shares; 2025Q2: 676 shares 676$312K0.1%+1Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,873 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares 1,948$308K0.1%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,449 shares; 2025Q1: 3,479 shares; 2025Q2: 3,491 shares 3,491$280K0.09%+12Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,736 shares; 2025Q1: 1,748 shares; 2025Q2: 1,753 shares 1,753$255K0.08%+5Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: 5,035 shares 5,035$249K0.08%0Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,227 shares 2,227$209K0.07%-701Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares 2,561$201K0.07%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,403 shares; 2025Q2: 15,479 shares 15,479$167K0.06%+76Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002056447-25-000005 base2025-08-04acceptance time not in the bulk data set