Hanson McClain, Inc. 13F Holdings
CIK 02815046 · SACRAMENTO, CA
As of Jun 30, 2025, Hanson McClain, Inc. reported 4,588 positions worth
CIK 02815046 · SACRAMENTO, CA
As of Jun 30, 2025, Hanson McClain, Inc. reported 4,588 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 8,339,758 | $2.5B | 13.37% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 18,685,793 | .5B | 7.76% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 19,864,987 | .5B | 7.71% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 31,953,401 | .3B | 6.82% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 11,348,851 | .1B | 5.71% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 16,630,130 | $870.4M | 4.59% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 21,800,266 | $501.0M | 2.64% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 1,430,611 | $400.3M | 2.11% |
| APPLE INC | AAPL | Technology | 1,861,716 | $382.0M | 2.01% |
| ISHARES MBS ETF | MBB | — | 3,101,316 | $291.2M | 1.54% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 6,689,099 | $285.9M | 1.51% |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | USIG | — | 5,458,619 | $280.8M | 1.48% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 2,067,050 | $279.1M | 1.47% |
| 2023 ETF SERIES TRUST II | QLTY | — | 8,130,788 | $278.6M | 1.47% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 6,704,169 | $237.0M | 1.25% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 2,251,612 | $234.8M | 1.24% |
| MICROSOFT CORP | MSFT | Technology | 428,976 | $213.4M | 1.13% |
| NVIDIA CORP | NVDA | Technology | 1,328,507 | $209.9M | 1.11% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 5,538,651 | 98.5M | 1.05% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 6,280,884 | 84.5M | 0.97% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 3,813,798 | 61.6M | 0.85% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 794,775 | 55.0M | 0.82% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 1,190,598 | 30.1M | 0.69% |
| T ROWE PRICE US EQUITY RESEARCH ETF | TSPA | — | 3,269,796 | 27.2M | 0.67% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 2,608,761 | 20.6M | 0.64% |