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McKinley Carter Wealth Services, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

McKinley Carter Wealth Services, Inc.

报告期 2026-03-31 · CIK 0001484265

持仓数

305

前50大市值合计

$1.27B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$135.8M

3,484,718

10.7%

IVV ISHARES TR

CORE S&P500 ETF

$109.5M

167,634

8.7%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$103.5M

2,269,756

8.2%

IWB ISHARES TR

RUS 1000 ETF

$88.2M

247,303

7.0%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$73.8M

2,179,072

5.8%

AGG ISHARES TR

CORE US AGGBD ET

$61.6M

620,277

4.9%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$40.8M

529,601

3.2%

IEFA ISHARES TR

CORE MSCI EAFE

$34.1M

376,669

2.7%

IVE ISHARES TR

S&P 500 VAL ETF

$33.8M

160,281

2.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$33.7M

525,701

2.7%

AAPL APPLE INC

COM

$30.7M

120,788

2.4%

ILCG ISHARES TR

MORNINGSTAR GRWT

$25.9M

270,806

2.0%

AVGO BROADCOM INC

COM

$24.8M

80,067

2.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$22.7M

389,812

1.8%

IWF ISHARES TR

RUS 1000 GRW ETF

$21.0M

49,314

1.7%

USIG ISHARES TR

USD INV GRDE ETF

$18.4M

358,233

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$18.0M

62,754

1.4%

IXUS ISHARES TR

CORE MSCI TOTAL

$17.3M

199,872

1.4%

MBB ISHARES TR

MBS ETF

$16.7M

176,215

1.3%

IJR ISHARES TR

CORE S&P SCP ETF

$15.8M

127,395

1.3%

COST COSTCO WHOLESALE CORPORATION

COM

$15.0M

15,006

1.2%

MSFT MICROSOFT CORP

COM

$14.9M

40,121

1.2%

IJH ISHARES TR

CORE S&P MCP ETF

$14.5M

215,447

1.1%

NVDA NVIDIA CORPORATION

COM

$13.5M

77,315

1.1%

TLH ISHARES TR

10-20 YR TRS ETF

$13.2M

131,421

1.0%

TJX TJX COS INC NEW

COM

$13.1M

81,843

1.0%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$13.0M

79,446

1.0%

IEMG ISHARES INC

CORE MSCI EMKT

$13.0M

186,059

1.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$12.1M

91,237

1.0%

MCK MCKESSON CORP

COM

$11.8M

13,599

0.9%

ORLY OREILLY AUTOMOTIVE INC

COM

$11.4M

124,008

0.9%

GOVT ISHARES TR

US TREAS BD ETF

$11.2M

489,638

0.9%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$11.2M

312,637

0.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$11.1M

150,734

0.9%

IEI ISHARES TR

3 7 YR TREAS BD

$11.0M

93,105

0.9%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$11.0M

79,826

0.9%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$10.9M

299,739

0.9%

CACI CACI INTL INC

CL A

$10.7M

19,701

0.8%

PWR QUANTA SVCS INC

COM

$10.4M

19,002

0.8%

WM WASTE MGMT INC DEL

COM

$10.4M

45,191

0.8%

— LINDE PLC

SHS

$9.9M

20,012

0.8%

AMZN AMAZON COM INC

COM

$9.8M

47,232

0.8%

EMXC ISHARES INC

MSCI EMRG CHN

$9.8M

124,353

0.8%

MA MASTERCARD INCORPORATED

CL A

$9.7M

19,499

0.8%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$9.7M

198,892

0.8%

SHY ISHARES TR

1 3 YR TREAS BD

$9.6M

115,955

0.8%

HUBB HUBBELL INC

COM

$9.5M

19,452

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$9.4M

15,722

0.7%

IWL ISHARES TR

RUS TOP 200 ETF

$9.3M

57,791

0.7%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$9.2M

147,118

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

DFAI10.7%IVV8.7%FBND8.2%IWB7.0%DFAE5.8%AGG4.9%