McClarren Financial Advisors, Inc. [Rocket]

Holdings

McClarren Financial Advisors, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD INDEX FUNDS	VTI	Common	63,388	723	12,853,000	873,000	11.69		Hist	03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	23,979	840	8,981,000	852,000	8.17		Hist	03/31/2023
Apple Inc.	AAPL	Common	20,198	22	3,322,000	701,000	3.02	0.00	Hist	03/31/2023
VANGUARD INDEX FUNDS	VB	ETF	57,395	1,824	10,784,000	585,000	9.81		Hist	03/31/2023
VANGUARD STAR FUNDS	VXUS	Common	79,333	2,884	4,331,000	378,000	3.94		Hist	03/31/2023
VANGUARD INDEX FDS MID CAP	VO	STOCK	31,498	804	6,594,000	339,000	6.00		Hist	03/31/2023
TopBuild Corp	BLD	COM	3,517	823	732,000	311,000	0.67	0.01	Hist	03/31/2023
VANGUARD EXTENDED STOCK MAKET INDEX FUND	VXF	Common	4,937	1,569	686,000	239,000	0.62		Hist	03/31/2023
Navvis & Company, LLC	VV	ETF	8,193	711	1,526,000	223,000	1.39		Hist	03/31/2023
iShares MSCI KLD 400 Social ETF	DSI	common	30,867	106	2,405,000	197,000	2.19		Hist	03/31/2023
iSHARES TRUST	IWV	Common	10,590	38	2,490,000	162,000	2.26		Hist	03/31/2023
MICROSOFT CORP	MSFT	Common	3,173	2	911,000	151,000	0.83	0.00	Hist	03/31/2023
VANGUARD WORLD FUND	VSGX	Common	14,014	1,948	727,000	134,000	0.66		Hist	03/31/2023
VANGUARD WORLD FUND	ESGV	Common	19,078	332	1,358,000	124,000	1.24		Hist	03/31/2023
VANGUARD INDEX FUNDS	VNQ	ETF	7,232	1,183	590,000	92,000	0.54		Hist	03/31/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	1,555	1,252	111,000	90,000	0.10		Hist	03/31/2023
VANGUARD INDEX FUNDS	VGT	Common	974	78	371,000	85,000	0.34		Hist	03/31/2023
iSHARES TRUST	IWB	Common	4,207	17	943,000	61,000	0.86		Hist	03/31/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	18,463	57	826,000	54,000	0.75		Hist	03/31/2023
HERSHEY CO	HSY	Common	2,219	10	564,000	53,000	0.51		Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	1,829	440	198,000	45,000	0.18	0.00	Hist	03/31/2023
iSHARES TRUST	IJH	Common	325	166	80,000	42,000	0.07		Hist	03/31/2023
iSHARES TRUST	ESGU	Common	7,602	38	682,000	41,000	0.62		Hist	03/31/2023
iSHARES TRUST	SUSA	Common	6,993	26	613,000	40,000	0.56		Hist	03/31/2023
Vanguard Small-Cap Growth ETF	VBK	common	2,611	1	561,000	38,000	0.51		Hist	03/31/2023
iSHARES TRUST	ISI	Common	5,954	23	537,000	35,000	0.49		Hist	03/31/2023
iSHARES TRUST	IEFA	Common	627	512	40,000	33,000	0.04		Hist	03/31/2023
Global X Funds	CATH	Common	8,172	78	407,000	31,000	0.37		Hist	03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	29,854	448	1,175,000	29,000	1.07		Hist	03/31/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VEU	ETF	10,519	15	554,000	28,000	0.50		Hist	03/31/2023
TEXAS INSTRUMENTS INC	TXN	Common	630	79	116,000	25,000	0.11		Hist	03/31/2023
INTUIT INC.	INTU	Common	450	1	200,000	25,000	0.18	0.00	Hist	03/31/2023
ROCKWELL AUTOMATION, INC	ROK	Common	546	2	160,000	20,000	0.15	0.00	Hist	03/31/2023
INTERCALLNET INC	ICLN	Common	3,718	957	71,000	17,000	0.06		Hist	03/31/2023
iSHARES TRUST	IWM	Common	4,663	13	826,000	16,000	0.75		Hist	03/31/2023
<< Prev Next >>