Mcclarren Financial Advisors, Inc.
CIK Number: 0001842974
Main Sectors:
Filing Date: Aug 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 326.92 | 0.00% | 57.43K | -4.28% | 17.45M | 274.84 | 11.36% | Share |
| 2 | VB | Vanguard Small ... | 255.50 | +0.97% | 57.01K | +5.13% | 13.51M | 222.49 | 8.79% | Share |
| 3 | VOO | Vanguard S&P 50... | 608.80 | -0.13% | 23.25K | -24.02% | 13.21M | 513.91 | 8.59% | Share |
| 4 | VUSB | Vanguard Ultra-... | 49.91 | +0.01% | 242K | +53.09% | 12.07M | 49.8 | 7.85% | Share |
| 5 | VO | Vanguard Mid Ca... | 291.82 | +0.77% | 34.4K | +5.93% | 9.62M | 259.81 | 6.26% | Share |
| 6 | MGK | Vanguard Mega C... | 399.14 | -0.86% | 21.37K | -16.72% | 7.82M | 308.88 | 5.09% | Share |
| 7 | VIG | Vanguard Divide... | 216.24 | +0.39% | 32.81K | +34.14% | 6.71M | 196.71 | 4.37% | Share |
| 8 | VXUS | Vanguard Total ... | 73.28 | +0.01% | 88.46K | +18.04% | 6.11M | 63.17 | 3.98% | Share |
| 9 | AAPL | Apple Inc. | 247.77 | +0.04% | 21.03K | +16.44% | 4.31M | 219.74 | 2.81% | Share |
| 10 | ESGV | Vanguard ESG U.... | 117.62 | -0.28% | 35.87K | +16.44% | 3.93M | 99.6 | 2.56% | Share |
| 11 | DSI | iShares MSCI KL... | 125.20 | -0.31% | 33.78K | +56.57% | 3.92M | 107.38 | 2.55% | Share |
| 12 | MGC | Vanguard Mega C... | 242.66 | -0.34% | 16.74K | +77.77% | 3.76M | 211.68 | 2.45% | Share |
| 13 | IWV | iShares Russell... | 377.21 | -0.02% | 10.54K | +47.82% | 3.7M | 328.43 | 2.41% | Share |
| 14 | ISTB | iShares Core 1-... | 48.89 | +0.08% | 61.79K | -1.63% | 3.01M | 48.05 | 1.96% | Share |
| 15 | VV | Vanguard Large ... | 306.33 | -0.09% | 9.32K | -0.51% | 2.66M | 257.03 | 1.73% | Share |
| 16 | SGOV | iShares 0-3 Mon... | 100.51 | +0.01% | 23.13K | +272.96% | 2.33M | 100.65 | 1.52% | Share |
| 17 | QQQ | Invesco QQQ Tru... | 598.07 | -0.65% | 4.11K | -39.69% | 2.27M | 468.92 | 1.47% | Share |
| 18 | VTV | Vanguard Value ... | 186.13 | +0.86% | 9.94K | +4.78% | 1.76M | 172.92 | 1.14% | Share |
| 19 | MSFT | Microsoft Corpo... | 513.57 | -0.09% | 3.33K | -33.35% | 1.66M | 375.39 | 1.08% | Share |
| 20 | VYM | Vanguard High D... | 140.54 | +0.71% | 12.15K | +105.62% | 1.62M | 131.19 | 1.05% | Share |
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