McClarren Financial Advisors, Inc. 13F Holdings
CIK 0001842974 · STATE COLLEGE, PA
As of Sep 30, 2025, McClarren Financial Advisors, Inc. reported 75 positions worth
CIK 0001842974 · STATE COLLEGE, PA
As of Sep 30, 2025, McClarren Financial Advisors, Inc. reported 75 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 60,589 | 9.4M | 11.88% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 53,914 | 4.1M | 8.65% |
| VANGUARD 500 INDEX FUND | VOO | — | 33,905 | 3.0M | 7.98% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 175,913 | 1.9M | 7.29% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 32,155 | $9.9M | 6.04% |
| VANGUARD WORLD FUND | MGK | — | 29,131 | $8.6M | 5.24% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 24,036 | $6.9M | 4.24% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 77,158 | $6.7M | 4.08% |
| APPLE INC | AAPL | Technology | 18,213 | $5.3M | 3.23% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 21,502 | $4.3M | 2.61% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 9,560 | $4.1M | 2.50% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 29,225 | $4.1M | 2.48% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 7,137 | $4.0M | 2.42% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 63,376 | $3.2M | 1.95% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 22,917 | $2.9M | 1.78% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 9,090 | $2.9M | 1.74% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 9,141 | $2.6M | 1.58% |
| VANGUARD VALUE INDEX FUND | VTV | — | 10,383 | $2.0M | 1.22% |
| MICROSOFT CORP | MSFT | Technology | 4,828 | .7M | 1.06% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 5,898 | .7M | 1.02% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 16,508 | .5M | 0.94% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,681 | .4M | 0.84% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 20,764 | .3M | 0.79% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 13,647 | .2M | 0.75% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 5,106 | .2M | 0.73% |