HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
230,255 | -10,448 | $121,052 |
| IVV | 230,255 | -10,448 | $121,052 |
| SPDR INDEX SHS FDS (SPDW) |
2,050,101 | +34,911 | $73,476 |
| SPDW | 2,050,101 | +34,911 | $73,476 |
| SPDR SER TR (SPAB) |
2,201,750 | +117,317 | $55,660 |
| SPAB | 2,201,750 | +117,317 | $55,660 |
| SPDR INDEX SHS FDS (SPEM) |
1,416,849 | +22,324 | $51,276 |
| SPEM | 1,416,849 | +22,324 | $51,276 |
| SSGA ACTIVE ETF TR (TOTL) |
576,752 | +23,020 | $23,099 |
| TOTL | 576,752 | +23,020 | $23,099 |
| ISHARES TR (MUB) |
202,622 | +13,861 | $21,802 |
| MUB | 202,622 | +13,861 | $21,802 |
| SPDR SER TR (BIL) |
227,259 | -31,588 | $20,862 |
| BIL | 227,259 | -31,588 | $20,862 |
| SPDR SER TR (SPSM) |
387,461 | -1,136 | $16,676 |
| SPSM | 387,461 | -1,136 | $16,676 |
| SPDR SER TR (SPLG) |
147,488 | -975 | $9,075 |
| SPLG | 147,488 | -975 | $9,075 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
36,614 | -975 | $6,686 |
| VIG | 36,614 | -975 | $6,686 |
| VANGUARD TAX MANAGED FDS (VEA) |
122,828 | +3,708 | $6,162 |
| VEA | 122,828 | +3,708 | $6,162 |
| VANGUARD INDEX FDS (VB) |
25,536 | +155 | $5,837 |
| VB | 25,536 | +155 | $5,837 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
137,029 | +3,555 | $5,724 |
| VWO | 137,029 | +3,555 | $5,724 |
| VANGUARD MUN BD FDS (VTEB) |
103,941 | +6,366 | $5,259 |
| VTEB | 103,941 | +6,366 | $5,259 |
| ISHARES TR (SUB) |
42,411 | +493 | $4,442 |
| SUB | 42,411 | +493 | $4,442 |
| ISHARES TR (IJR) |
30,539 | +2,071 | $3,375 |
| IJR | 30,539 | +2,071 | $3,375 |
| WISDOMTREE TR |
56,385 | -2,575 | $2,359 |
| DEM | 56,385 | -2,575 | $2,359 |
| ISHARES TR (IWB) |
7,451 | -176 | $2,146 |
| IWB | 7,451 | -176 | $2,146 |
| VANGUARD WHITEHALL FDS (VYM) |
15,381 | -636 | $1,861 |
| VYM | 15,381 | -636 | $1,861 |
| INVESCO EXCHANGE TRADED FD T (PRF) |
43,772 | -753 | $1,684 |
| PRF | 43,772 | -753 | $1,684 |
| PEPSICO INC |
9,133 | +62 | $1,598 |
| PEP | 9,133 | +62 | $1,598 |
| VANGUARD INDEX FDS (VBR) |
8,164 | -438 | $1,567 |
| VBR | 8,164 | -438 | $1,567 |
| APPLE INC |
8,399 | +841 | $1,440 |
| AAPL | 8,399 | +841 | $1,440 |
| DIMENSIONAL ETF TRUST (DFIS) |
53,649 | +6,118 | $1,344 |
| DFIS | 53,649 | +6,118 | $1,344 |
| SPDR SER TR (EBND) |
55,730 | +8,934 | $1,142 |
| EBND | 55,730 | +8,934 | $1,142 |
| DIMENSIONAL ETF TRUST (DFGR) |
39,189 | +5,281 | $1,000 |
| DFGR | 39,189 | +5,281 | $1,000 |
| VANGUARD INDEX FDS (VUG) |
2,730 | -198 | $940 |
| VUG | 2,730 | -198 | $940 |
| SPDR SER TR (TIPX) |
49,475 | -13,552 | $922 |
| TIPX | 49,475 | -13,552 | $922 |
| ISHARES TR (SHYG) |
21,024 | +3,532 | $895 |
| SHYG | 21,024 | +3,532 | $895 |
| VANGUARD WHITEHALL FDS (VYMI) |
12,951 | -562 | $891 |
| VYMI | 12,951 | -562 | $891 |
| VANGUARD INDEX FDS (VOT) |
3,415 | -61 | $805 |
| VOT | 3,415 | -61 | $805 |
| ISHARES TR (IEFA) |
10,516 | +21 | $780 |
| IEFA | 10,516 | +21 | $780 |
| VANGUARD INDEX FDS (VBK) |
2,814 | -8 | $734 |
| VBK | 2,814 | -8 | $734 |
| NUSHARES ETF TR (NUDM) |
22,665 | +898 | $704 |
| NUDM | 22,665 | +898 | $704 |
| ISHARES TR (NYF) |
12,986 | +137 | $699 |
| NYF | 12,986 | +137 | $699 |
| SSGA ACTIVE ETF TR (SRLN) |
16,510 | +1,627 | $695 |
| SRLN | 16,510 | +1,627 | $695 |
| VANGUARD INDEX FDS (VOE) |
4,451 | +30 | $694 |
| VOE | 4,451 | +30 | $694 |
| VANGUARD INDEX FDS (VTV) |
4,226 | -68 | $688 |
| VTV | 4,226 | -68 | $688 |
| ISHARES INC (IEMG) |
12,812 | -667 | $661 |
| IEMG | 12,812 | -667 | $661 |
| NUSHARES ETF TR (NUEM) |
20,305 | -874 | $558 |
| NUEM | 20,305 | -874 | $558 |
| ISHARES TR (IWF) |
1,636 | -66 | $551 |
| IWF | 1,636 | -66 | $551 |
| BROADCOM INC |
414 | +414 | $549 |
| AVGO | 414 | +414 | $549 |
| INVESCO DB COMMDY INDX TRCK |
22,551 | +10,021 | $518 |
| DBC | 22,551 | +10,021 | $518 |
| INVESCO ACTVELY MNGD ETC FD |
37,028 | -293 | $514 |
| PDBC | 37,028 | -293 | $514 |
| NUSHARES ETF TR (NUAG) |
20,861 | +2,214 | $436 |
| NUAG | 20,861 | +2,214 | $436 |
| ISHARES TR (IWD) |
2,424 | -30 | $434 |
| IWD | 2,424 | -30 | $434 |
| EXXON MOBIL CORP |
3,685 | UNCH | $428 |
| XOM | 3,685 | UNCH | $428 |
| PIMCO ETF TR (MUNI) |
8,079 | -119 | $424 |
| MUNI | 8,079 | -119 | $424 |
| WISDOMTREE TR |
9,442 | +722 | $410 |
| AGGY | 9,442 | +722 | $410 |
| PROCTER AND GAMBLE CO |
2,428 | UNCH | $394 |
| PG | 2,428 | UNCH | $394 |
See Full List: All Stocks Held By McNamara Financial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McNamara Financial Services Inc.
|
Size ($ in 1000's)
At 03/31/2024: $467,478 At 12/31/2023: $447,060 McNamara Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McNamara Financial Services Inc. 13F filings. Link to 13F filings: SEC filings |
