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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McLean Asset Management Corp

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001833140-25-000001

Total Value
$333.0M
Positions
153
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (153)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V401686,575$43.8M13.15%
2DIMENSIONAL ETF TRUST25434V724704,520$28.8M8.66%
3DIMENSIONAL ETF TRUST25434V500282,865$18.4M5.53%
4APPLE INCAAPL61,386$15.4M4.62%
5DIMENSIONAL ETF TRUST25434V807402,989$14.3M4.29%
6DIMENSIONAL ETF TRUST25434V609246,512$13.7M4.12%
7SPDR S&P 500 ETF TRSPY21,707$12.7M3.82%
8AMERICAN CENTY ETF TR025072885124,522$12.1M3.62%
9ISHARES TR46428765550,477$11.2M3.35%
10DIMENSIONAL ETF TRUST25434V708280,105$9.7M2.91%
11VANGUARD SCOTTSDALE FDS92206C102165,349$9.6M2.89%
12ISHARES TR464288877154,518$8.1M2.43%
13AMERICAN CENTY ETF TR025072703123,630$7.6M2.28%
14NVIDIA CORPORATIONNVDA47,929$6.4M1.93%
15VANGUARD INDEX FDS92290874437,272$6.3M1.90%
16MICROSOFT CORPMSFT13,355$5.6M1.69%
17AMERICAN CENTY ETF TR02507260489,962$5.3M1.59%
18ISHARES TR46428763029,539$4.8M1.46%
19VANGUARD CHARLOTTE FDS92203J40791,810$4.5M1.35%
20VANGUARD INDEX FDS92290876915,364$4.5M1.34%
21ISHARES TR46428746542,178$3.2M0.96%
22SCHWAB STRATEGIC TR808524870120,447$3.1M0.93%
23AMERICAN CENTY ETF TR02507287730,518$2.9M0.88%
24VANGUARD SCOTTSDALE FDS92206C66430,120$2.7M0.81%
25ISHARES TR46428722626,671$2.6M0.78%
26FIRST SOLAR INCFSLR13,617$2.4M0.72%
27SCHWAB STRATEGIC TR80852486299,500$2.4M0.72%
28AMAZON COM INCAMZN9,460$2.1M0.62%
29AMERICAN CENTY ETF TR02507280229,315$1.9M0.57%
30JPMORGAN CHASE & CO.VYLD7,530$1.8M0.54%
31VANGUARD INTL EQUITY INDEX F92204271815,450$1.8M0.53%
32ALPHABET INCGOOG8,536$1.6M0.49%
33WISDOMTREE TRWT22,581$1.4M0.43%
34ISHARES TR46434V62122,551$1.4M0.42%
35BERKSHIRE HATHAWAY INC DELBRK-A2,884$1.3M0.39%
36BANK AMERICA CORP06050510429,624$1.3M0.39%
37ISHARES TR46428812517,440$1.2M0.35%
38VISA INCV3,596$1.1M0.34%
39ALPHABET INCGOOG5,953$1.1M0.34%
40ELI LILLY & COLLY1,462$1.1M0.34%
41VANGUARD INTL EQUITY INDEX F92204285825,509$1.1M0.34%
42UNITEDHEALTH GROUP INCUNH2,142$1.1M0.33%
43HOME DEPOT INCHD2,683$1.0M0.31%
44EXXON MOBIL CORPXOM9,264$996,5180.30%
45VANGUARD INDEX FDS9229087514,028$967,7990.29%
46INVESCO EXCH TRADED FD TR IIIVZ19,434$938,8570.28%
47MASTERCARD INCORPORATEDMA1,735$913,3850.27%
48META PLATFORMS INCMETA1,558$912,0840.27%
49ORACLE CORPORCL-PD5,447$907,6650.27%
50VANGUARD INDEX FDS9229087362,146$880,8730.26%
51ISHARES INC4642866819,095$867,2990.26%
52ISHARES TR4642872001,440$847,9630.25%
53COSTCO WHSL CORP NEW22160K105917$840,5810.25%
54SCHWAB STRATEGIC TR80852488824,218$831,4040.25%
55ISHARES TR46428827313,374$812,4520.24%
56VANGUARD INDEX FDS9229085538,919$794,5430.24%
57WALMART INCWMT8,739$789,5530.24%
58HONEYWELL INTL INC4385161063,475$784,9980.24%
59AMERICAN EXPRESS COAXP2,554$758,1260.23%
60VANGUARD INDEX FDS9229083631,400$754,2810.23%
61VANGUARD BD INDEX FDS9219378359,950$715,4940.21%
62JONES LANG LASALLE INCJLL2,760$698,6660.21%
63BERKSHIRE HATHAWAY INC DELBRK-A1$680,9200.20%
64VANGUARD INDEX FDS9229086113,393$672,3780.20%
65VANGUARD SCOTTSDALE FDS92206C6494,560$659,4220.20%
66SOUTHERN COSOMN7,857$646,8220.19%
67AMERIPRISE FINL INC03076C1061,213$645,7660.19%
68MANHATTAN ASSOCIATES INCMANH2,388$645,3330.19%
69BROADCOM INCAVGO2,763$640,5770.19%
70INVESCO QQQ TRIVZ1,251$639,7660.19%
71ABBVIE INCABBV3,190$566,9450.17%
72VANGUARD SCOTTSDALE FDS92206C7069,372$543,5960.16%
73VANGUARD SPECIALIZED FUNDS9219088442,736$535,8860.16%
74ISHARES TR46434V64721,838$523,4560.16%
75ELEVANCE HEALTH INCELV1,407$519,1300.16%
76KLA CORPKLAC820$516,9680.16%
77JOHNSON & JOHNSONJNJ3,390$490,1910.15%
78GOLDMAN SACHS GROUP INCGSCE844$483,0660.15%
79FULLER H B COFUL7,141$481,8790.14%
80UNION PAC CORPUNP2,027$462,1770.14%
81PROCTER AND GAMBLE CO7427181092,729$457,5600.14%
82MCDONALDS CORPMCD1,577$457,1650.14%
83CSX CORPCSX13,648$440,4180.13%
84OREILLY AUTOMOTIVE INC67103H107356$422,1450.13%
85MERCK & CO INCMRK4,233$421,1010.13%
86FAIR ISAAC CORPFICO210$418,0950.13%
87ASTRAZENECA PLCAZN6,364$416,9690.13%
88SALESFORCE INCCRM1,200$401,0970.12%
89VANGUARD WORLD FD9219107333,743$392,6030.12%
90TESLA INCTSLA958$386,8790.12%
91TEXAS INSTRS INC8825081042,036$381,7900.11%
92BRISTOL-MYERS SQUIBB COCELG-RI6,662$376,7950.11%
93PHILIP MORRIS INTL INC7181721093,120$375,5170.11%
94VERIZON COMMUNICATIONS INCVZ9,388$375,4430.11%
95LAM RESEARCH CORPLRCX5,122$369,9620.11%
96MORGAN STANLEYMS-PQ2,899$364,4220.11%
97NETFLIX INCNFLX408$363,6590.11%
98COMCAST CORP NEWCCZ9,624$361,1780.11%
99ASML HOLDING N VASMLF513$355,2040.11%
100MOODYS CORPMCO742$351,4730.11%
101ROPER TECHNOLOGIES INCROP666$346,3050.10%
102NORFOLK SOUTHN CORP6558441081,404$329,4440.10%
103CISCO SYS INCCSCO5,555$328,8430.10%
104DISNEY WALT CO2546871062,941$327,4300.10%
105CHEVRON CORP NEWCVX2,209$319,9020.10%
106TJX COS INC NEW8725401092,634$318,1880.10%
107DISCOVER FINL SVCS2547091081,833$317,5680.10%
108THERMO FISHER SCIENTIFIC INCTMO609$316,9070.10%
109VANGUARD STAR FDS9219097685,336$314,4500.09%
110INTUITINTU500$314,2140.09%
111EMCOR GROUP INCEME688$312,2830.09%
112SPDR SER TR78468R6223,245$309,8000.09%
113CHUBB LIMITEDCB1,119$309,1580.09%
114MOTOROLA SOLUTIONS INCMSI663$306,4950.09%
115VANGUARD WORLD FD9219107255,262$298,3550.09%
116NORTHROP GRUMMAN CORPNOC636$298,3040.09%
117TOYOTA MOTOR CORPTOYOF1,526$296,9750.09%
118CENCORA INCCOR1,303$292,8550.09%
119ISHARES TR4642881582,766$291,7320.09%
120CATERPILLAR INCCAT801$290,3920.09%
121COCA COLA COKO4,585$285,4730.09%
122TYLER TECHNOLOGIES INCTYL495$285,4370.09%
123DUKE ENERGY CORP NEWDUKB2,581$278,0910.08%
124LOWES COS INC5486611071,100$271,4810.08%
125AMGEN INCAMGN1,040$271,1280.08%
126MCKESSON CORPMCK472$269,0410.08%
127RTX CORPORATIONRTX2,319$268,3470.08%
128ISHARES TR4642875074,245$264,5320.08%
129AUTOZONE INCAZO83$264,1650.08%
130BLACKROCK INCBLK256$262,2090.08%
131VANGUARD MALVERN FDS9220208055,347$258,9020.08%
132BOOKING HOLDINGS INCBKNG51$253,6380.08%
133AON PLCAON696$249,8050.08%
134JABIL INCJBL1,723$247,9100.07%
135TRAVELERS COMPANIES INCTRV1,022$246,1610.07%
136EATON CORP PLCETN734$243,6620.07%
137VANGUARD INDEX FDS922908629919$242,7350.07%
138PFIZER INCPFE8,798$233,4150.07%
139ALLSTATE CORPALL-PJ1,209$233,0170.07%
140AUTOMATIC DATA PROCESSING INADP789$231,0500.07%
141ABBOTT LABSABLZF1,989$224,9440.07%
142NEXTERA ENERGY INCNEE-PW3,113$223,1850.07%
143CONSTELLATION BRANDS INCSTZ1,002$221,3970.07%
144LOCKHEED MARTIN CORPLMT454$220,7310.07%
145VANGUARD SCOTTSDALE FDS92206C730816$217,6970.07%
146ANALOG DEVICES INCADI1,024$217,6370.07%
147MARRIOTT INTL INC NEW571903202770$214,6550.06%
148DEERE & CODE504$213,6370.06%
149AUTONATION INCAN1,237$210,0920.06%
150TAIWAN SEMICONDUCTOR MFG LTD8740391001,052$207,7590.06%
151MARSH & MCLENNAN COS INC571748102976$207,4060.06%
152WELLS FARGO CO NEW9497461012,873$201,7880.06%
153DNP SELECT INCOME FD INC23325P10420,934$184,6380.06%