McKinley Carter Wealth Services, Inc. 13F Holdings
CIK 0001484265 · WHEELING, WV
As of Sep 30, 2025, McKinley Carter Wealth Services, Inc. reported 319 positions worth
CIK 0001484265 · WHEELING, WV
As of Sep 30, 2025, McKinley Carter Wealth Services, Inc. reported 319 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 1,720,748 | 26.4M | 6.78% |
| ISHARES CORE S&P 500 ETF | IVV | — | 167,297 | 12.0M | 6.00% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 302,543 | 10.6M | 5.93% |
| FIDELITY TOTAL BOND ETF | FBND | — | 2,113,419 | $97.7M | 5.24% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 851,775 | $74.4M | 3.99% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 647,528 | $64.9M | 3.48% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 977,845 | $58.6M | 3.14% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 444,445 | $46.4M | 2.49% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 1,975,529 | $45.7M | 2.45% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 322,046 | $44.4M | 2.38% |
| APPLE INC | AAPL | Technology | 145,208 | $37.0M | 1.98% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 143,183 | $29.6M | 1.59% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 432,804 | $28.5M | 1.53% |
| BROADCOM INC | AVGO | Technology | 85,444 | $28.2M | 1.51% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 96,423 | $27.2M | 1.46% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 383,799 | $25.9M | 1.39% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 52,552 | $24.6M | 1.32% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 571,703 | $24.6M | 1.32% |
| MICROSOFT CORP | MSFT | Technology | 46,107 | $23.9M | 1.28% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 365,568 | $23.9M | 1.28% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 465,235 | $23.8M | 1.28% |
| ISHARES RUSSELL TOP 200 ETF | IWL | — | 135,879 | $22.6M | 1.21% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 414,427 | $22.3M | 1.20% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 152,156 | $21.2M | 1.14% |
| ALPHABET INC | GOOGL | Equity | 78,994 | 9.2M | 1.03% |