0001833140-22-000003.txt : 20220707 0001833140-22-000003.hdr.sgml : 20220707 20220707135829 ACCESSION NUMBER: 0001833140-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220707 DATE AS OF CHANGE: 20220707 EFFECTIVENESS DATE: 20220707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McLean Asset Management Corp CENTRAL INDEX KEY: 0001833140 IRS NUMBER: 541289825 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20470 FILM NUMBER: 221071340 BUSINESS ADDRESS: STREET 1: 1900 GALLOWS ROAD STREET 2: SUITE 350 CITY: TYSONS STATE: VA ZIP: 22182 BUSINESS PHONE: 571-405-3716 MAIL ADDRESS: STREET 1: 1900 GALLOWS ROAD STREET 2: SUITE 350 CITY: TYSONS STATE: VA ZIP: 22182 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001833140 XXXXXXXX 06-30-2022 06-30-2022 McLean Asset Management Corp
1900 GALLOWS ROAD SUITE 350 TYSONS VA 22182
13F HOLDINGS REPORT 028-20470 N
Paula Friedman Managing Principal and Chief Compliance Officer 703-827-0636 Paula Friedman Tysons VA 07-07-2022 0 128 250730 false
INFORMATION TABLE 2 McLeanAssetManagement_13f.xml MCLEAN 13F 06/30/2022 ABBOTT LABS COM 002824100 245 2250 SH SOLE 0 0 0 2250 ABBVIE INC COM 00287Y109 478 3131 SH SOLE 0 0 0 3131 ALPHABET INC CAP STK CL C 02079K107 727 316 SH SOLE 0 0 0 316 ALPHABET INC CAP STK CL A 02079K305 1029 449 SH SOLE 0 0 0 449 AMAZON COM INC COM 023135106 1218 10650 SH SOLE 0 0 0 10650 AMERICAN CENTY ETF TR US SML CP VALU 025072877 529 7842 SH SOLE 0 0 0 7842 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 491 9889 SH SOLE 0 0 0 9889 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 210 5140 SH SOLE 0 0 0 5140 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 698 13783 SH SOLE 0 0 0 13783 AMERICAN CENTY ETF TR US EQT ETF 025072885 1565 23871 SH SOLE 0 0 0 23871 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 460 10005 SH SOLE 0 0 0 10005 AMERICAN EXPRESS CO COM 025816109 365 2643 SH SOLE 0 0 0 2643 AMERICAN TOWER CORP NEW COM 03027X100 205 793 SH SOLE 0 0 0 793 AMERIPRISE FINL INC COM 03076C106 311 1333 SH SOLE 0 0 0 1333 AMERISOURCEBERGEN CORP COM 03073E105 205 1465 SH SOLE 0 0 0 1465 AMGEN INC COM 031162100 232 948 SH SOLE 0 0 0 948 AON PLC SHS CL A G0403H108 237 849 SH SOLE 0 0 0 849 APPLE INC COM 037833100 8572 59981 SH SOLE 0 0 0 59981 ASML HOLDING N V N Y REGISTRY SHS N07059210 224 523 SH SOLE 0 0 0 523 ASTRAZENECA PLC SPONSORED ADR 046353108 381 5730 SH SOLE 0 0 0 5730 AUTOMATIC DATA PROCESSING IN COM 053015103 201 925 SH SOLE 0 0 0 925 AUTOZONE INC COM 053332102 218 101 SH SOLE 0 0 0 101 BERKLEY W R CORP COM 084423102 1410 20740 SH SOLE 0 0 0 20740 BERKSHIRE HATHAWAY INC DEL CL A 084670108 414 1 SH SOLE 0 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 838 3039 SH SOLE 0 0 0 3039 BK OF AMERICA CORP COM 060505104 1031 33294 SH SOLE 0 0 0 33294 BRISTOL-MYERS SQUIBB CO COM 110122108 590 7740 SH SOLE 0 0 0 7740 CHEVRON CORP NEW COM 166764100 269 1909 SH SOLE 0 0 0 1909 CHUBB LIMITED COM H1467J104 212 1095 SH SOLE 0 0 0 1095 CISCO SYS INC COM 17275R102 237 5547 SH SOLE 0 0 0 5547 COCA COLA CO COM 191216100 232 3659 SH SOLE 0 0 0 3659 COMCAST CORP NEW CL A 20030N101 460 11538 SH SOLE 0 0 0 11538 CONSTELLATION BRANDS INC CL A 21036P108 257 1074 SH SOLE 0 0 0 1074 COSTCO WHSL CORP NEW COM 22160K105 512 1039 SH SOLE 0 0 0 1039 CSX CORP COM 126408103 385 13342 SH SOLE 0 0 0 13342 CVS HEALTH CORP COM 126650100 245 2634 SH SOLE 0 0 0 2634 DANAHER CORPORATION COM 235851102 238 913 SH SOLE 0 0 0 913 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 16944 353076 SH SOLE 0 0 0 353076 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 23275 988750 SH SOLE 0 0 0 988750 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 33198 802082 SH SOLE 0 0 0 802082 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 12131 437482 SH SOLE 0 0 0 437482 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 27495 875365 SH SOLE 0 0 0 875365 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11755 295422 SH SOLE 0 0 0 295422 DIREXION SHS ETF TR DLY S&P500 BR 1X 25460E869 203 12100 SH SOLE 0 0 0 12100 DISNEY WALT CO COM 254687106 362 3769 SH SOLE 0 0 0 3769 DUKE ENERGY CORP NEW COM NEW 26441C204 216 2011 SH SOLE 0 0 0 2011 ELEVANCE HEALTH INC COM 036752103 824 1702 SH SOLE 0 0 0 1702 EXTRA SPACE STORAGE INC COM 30225T102 245 1406 SH SOLE 0 0 0 1406 EXXON MOBIL CORP COM 30231G102 1037 12449 SH SOLE 0 0 0 12449 FIRST SOLAR INC COM 336433107 1231 18604 SH SOLE 0 0 0 18604 GOLDMAN SACHS GROUP INC COM 38141G104 224 761 SH SOLE 0 0 0 761 HOME DEPOT INC COM 437076102 812 2863 SH SOLE 0 0 0 2863 HONEYWELL INTL INC COM 438516106 345 1994 SH SOLE 0 0 0 1994 INTERNATIONAL BUSINESS MACHS COM 459200101 420 3042 SH SOLE 0 0 0 3042 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 612 13937 SH SOLE 0 0 0 13937 INVESCO QQQ TR UNIT SER 1 46090E103 258 894 SH SOLE 0 0 0 894 ISHARES INC MSCI EQUAL WEITE 464286681 588 8207 SH SOLE 0 0 0 8207 ISHARES TR RUSSELL 2000 ETF 464287655 10271 59871 SH SOLE 0 0 0 59871 ISHARES TR CORE US AGGBD ET 464287226 2301 22593 SH SOLE 0 0 0 22593 ISHARES TR EAFE VALUE ETF 464288877 9351 222272 SH SOLE 0 0 0 222272 ISHARES TR CORE S&P500 ETF 464287200 407 1055 SH SOLE 0 0 0 1055 ISHARES TR RUS 2000 VAL ETF 464287630 4489 32708 SH SOLE 0 0 0 32708 ISHARES TR IBONDS 22 TRM HG 46435U176 253 10550 SH SOLE 0 0 0 10550 ISHARES TR 3YRTB ETF 464288125 265 3867 SH SOLE 0 0 0 3867 ISHARES TR IBONDS 23 TRM HG 46435U150 410 17542 SH SOLE 0 0 0 17542 ISHARES TR TIPS BD ETF 464287176 282 2477 SH SOLE 0 0 0 2477 ISHARES TR MSCI EAFE ETF 464287465 3034 49459 SH SOLE 0 0 0 49459 ISHARES TR CORE DIV GRWTH 46434V621 906 18889 SH SOLE 0 0 0 18889 ISHARES TR EAFE SML CP ETF 464288273 611 11440 SH SOLE 0 0 0 11440 JOHNSON & JOHNSON COM 478160104 664 3725 SH SOLE 0 0 0 3725 JPMORGAN CHASE & CO COM 46625H100 730 6522 SH SOLE 0 0 0 6522 KLA CORP COM NEW 482480100 224 763 SH SOLE 0 0 0 763 LILLY ELI & CO COM 532457108 485 1469 SH SOLE 0 0 0 1469 LOCKHEED MARTIN CORP COM 539830109 208 488 SH SOLE 0 0 0 488 LOWES COS INC COM 548661107 251 1402 SH SOLE 0 0 0 1402 MANHATTAN ASSOCIATES INC COM 562750109 346 2847 SH SOLE 0 0 0 2847 MASTERCARD INCORPORATED CL A 57636Q104 614 1918 SH SOLE 0 0 0 1918 MCDONALDS CORP COM 580135101 413 1644 SH SOLE 0 0 0 1644 MERCK & CO INC COM 58933Y105 332 3561 SH SOLE 0 0 0 3561 META PLATFORMS INC CL A 30303M102 252 1486 SH SOLE 0 0 0 1486 MICROSOFT CORP COM 594918104 3547 13323 SH SOLE 0 0 0 13323 MOODYS CORP COM 615369105 203 716 SH SOLE 0 0 0 716 MORGAN STANLEY COM NEW 617446448 219 2898 SH SOLE 0 0 0 2898 NEXTERA ENERGY INC COM 65339F101 245 3082 SH SOLE 0 0 0 3082 NIKE INC CL B 654106103 216 2072 SH SOLE 0 0 0 2072 NORFOLK SOUTHN CORP COM 655844108 342 1513 SH SOLE 0 0 0 1513 NORTHROP GRUMMAN CORP COM 666807102 409 848 SH SOLE 0 0 0 848 NVIDIA CORPORATION COM 67066G104 296 1955 SH SOLE 0 0 0 1955 ORACLE CORP COM 68389X105 594 8285 SH SOLE 0 0 0 8285 OREILLY AUTOMOTIVE INC COM 67103H107 327 497 SH SOLE 0 0 0 497 PFIZER INC COM 717081103 720 13658 SH SOLE 0 0 0 13658 PHILIP MORRIS INTL INC COM 718172109 293 3085 SH SOLE 0 0 0 3085 PROCTER AND GAMBLE CO COM 742718109 358 2453 SH SOLE 0 0 0 2453 RAYTHEON TECHNOLOGIES CORP COM 75513E101 210 2234 SH SOLE 0 0 0 2234 REGENERON PHARMACEUTICALS COM 75886F107 212 356 SH SOLE 0 0 0 356 ROPER TECHNOLOGIES INC COM 776696106 281 695 SH SOLE 0 0 0 695 SOUTHERN CO COM 842587107 549 7682 SH SOLE 0 0 0 7682 SPDR S&P 500 ETF TR TR UNIT 78462F103 9659 25203 SH SOLE 0 0 0 25203 TESLA INC COM 88160R101 330 475 SH SOLE 0 0 0 475 TEXAS INSTRS INC COM 882508104 340 2256 SH SOLE 0 0 0 2256 THERMO FISHER SCIENTIFIC INC COM 883556102 441 793 SH SOLE 0 0 0 793 TOYOTA MOTOR CORP ADS 892331307 228 1489 SH SOLE 0 0 0 1489 TYLER TECHNOLOGIES INC COM 902252105 224 660 SH SOLE 0 0 0 660 UNION PAC CORP COM 907818108 479 2284 SH SOLE 0 0 0 2284 UNITEDHEALTH GROUP INC COM 91324P102 1068 2072 SH SOLE 0 0 0 2072 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1453 18906 SH SOLE 0 0 0 18906 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 732 9711 SH SOLE 0 0 0 9711 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1256 25245 SH SOLE 0 0 0 25245 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 543 1540 SH SOLE 0 0 0 1540 VANGUARD INDEX FDS SMALL CP ETF 922908751 1646 9248 SH SOLE 0 0 0 9248 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3242 16915 SH SOLE 0 0 0 16915 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 494 5346 SH SOLE 0 0 0 5346 VANGUARD INDEX FDS VALUE ETF 922908744 6853 51973 SH SOLE 0 0 0 51973 VANGUARD INDEX FDS GROWTH ETF 922908736 234 1018 SH SOLE 0 0 0 1018 VANGUARD INDEX FDS SM CP VAL ETF 922908611 605 4034 SH SOLE 0 0 0 4034 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 395 9680 SH SOLE 0 0 0 9680 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2108 20953 SH SOLE 0 0 0 20953 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 639 12936 SH SOLE 0 0 0 12936 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 272 3929 SH SOLE 0 0 0 3929 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 207 1720 SH SOLE 0 0 0 1720 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 6548 111304 SH SOLE 0 0 0 111304 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 340 2346 SH SOLE 0 0 0 2346 VERIZON COMMUNICATIONS INC COM 92343V104 395 7676 SH SOLE 0 0 0 7676 VISA INC COM CL A 92826C839 842 4187 SH SOLE 0 0 0 4187 WALMART INC COM 931142103 323 2580 SH SOLE 0 0 0 2580 WISDOMTREE TR INTL SMCAP DIV 97717W760 3431 59939 SH SOLE 0 0 0 59939 WISDOMTREE TR EM EX ST-OWNED 97717X578 230 8157 SH SOLE 0 0 0 8157 WISDOMTREE TR INTL EQUITY FD 97717W703 747 16887 SH SOLE 0 0 0 16887