Managing Principal and Chief Compliance Officer

0001833140-25-000004.txt : 20250703 0001833140-25-000004.hdr.sgml : 20250703 20250703123025 ACCESSION NUMBER: 0001833140-25-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250703 DATE AS OF CHANGE: 20250703 EFFECTIVENESS DATE: 20250703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McLean Asset Management Corp CENTRAL INDEX KEY: 0001833140 ORGANIZATION NAME: EIN: 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: 251104518 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 X0202 13F-HR LIVE false true false 0001833140 XXXXXXXX 06-30-2025 06-30-2025 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 07-03-2025 0 161 380932327 false INFORMATION TABLE 2 McLeanAssetManagement_13f.xml MCLEAN 13F 6/30/2025 ABBOTT LABS COM 002824100 291999 2177 SH SOLE 0 134 0 2043 ABBVIE INC COM 00287Y109 626169 3283 SH SOLE 0 91 0 3191 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 211681 700 SH SOLE 0 58 0 642 ALLSTATE CORP COM 020002101 247557 1272 SH SOLE 0 59 0 1213 ALPHABET INC CAP STK CL A 02079K305 1606116 8991 SH SOLE 0 282 0 8709 ALPHABET INC CAP STK CL C 02079K107 1109324 6171 SH SOLE 0 624 0 5548 AMAZON COM INC COM 023135106 2271828 10330 SH SOLE 0 104 0 10226 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2946426 31140 SH SOLE 0 0 0 31140 AMERICAN CENTY ETF TR US EQT ETF 025072885 15514644 152343 SH SOLE 0 0 0 152343 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 12271241 165447 SH SOLE 0 0 0 165447 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2643753 33155 SH SOLE 0 1253 0 31902 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 9508804 137729 SH SOLE 0 1385 0 136344 AMERICAN EXPRESS CO COM 025816109 804908 2472 SH SOLE 0 99 0 2373 AMERIPRISE FINL INC COM 03076C106 668220 1232 SH SOLE 0 53 0 1178 AMGEN INC COM 031162100 289354 975 SH SOLE 0 68 0 907 ANALOG DEVICES INC COM 032654105 262186 1069 SH SOLE 0 14 0 1056 AON PLC SHS CL A G0403H108 253312 721 SH SOLE 0 53 0 667 APPLE INC COM 037833100 21022447 98957 SH SOLE 0 743 0 98214 ASML HOLDING N V N Y REGISTRY SHS N07059210 411389 515 SH SOLE 0 0 0 515 ASTRAZENECA PLC SPONSORED ADR 046353108 445351 6261 SH SOLE 0 0 0 6261 AUTOMATIC DATA PROCESSING IN COM 053015103 256242 840 SH SOLE 0 57 0 783 AUTONATION INC COM 05329W102 264988 1250 SH SOLE 0 0 0 1250 AUTOZONE INC COM 053332102 319777 87 SH SOLE 0 0 0 87 BANK AMERICA CORP COM 060505104 1233155 25316 SH SOLE 0 2022 0 23294 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2089067 4348 SH SOLE 0 279 0 4069 BERKSHIRE HATHAWAY INC DEL CL A 084670108 720500 1 SH SOLE 0 0 0 1 BLACKROCK INC COM 09290D101 285110 266 SH SOLE 0 12 0 255 BOOKING HOLDINGS INC COM 09857L108 307929 54 SH SOLE 0 0 0 54 BRISTOL-MYERS SQUIBB CO COM 110122108 301552 6331 SH SOLE 0 312 0 6019 BROADCOM INC COM 11135F101 813312 3013 SH SOLE 0 0 0 3013 CAPITAL ONE FINL CORP COM 14040H105 732571 3348 SH SOLE 0 67 0 3281 CASEYS GEN STORES INC COM 147528103 251525 492 SH SOLE 0 0 0 492 CATERPILLAR INC COM 149123101 313430 787 SH SOLE 0 0 0 787 CENCORA INC COM 03073E105 390293 1340 SH SOLE 0 0 0 1340 CHEVRON CORP NEW COM 166764100 317379 2145 SH SOLE 0 0 0 2145 CHUBB LIMITED COM H1467J104 296647 1059 SH SOLE 0 35 0 1025 CISCO SYS INC COM 17275R102 409324 5968 SH SOLE 0 751 0 5217 CITIGROUP INC COM NEW 172967424 244703 2820 SH SOLE 0 0 0 2820 COCA COLA CO COM 191216100 288737 4072 SH SOLE 0 240 0 3832 COMCAST CORP NEW CL A 20030N101 325464 9084 SH SOLE 0 520 0 8564 COSTCO WHSL CORP NEW COM 22160K105 953845 971 SH SOLE 0 61 0 910 CSX CORP COM 126408103 411188 12234 SH SOLE 0 188 0 12046 CVS HEALTH CORP COM 126650100 302742 4546 SH SOLE 0 141 0 4405 DEERE & CO COM 244199105 282915 544 SH SOLE 0 18 0 526 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 45483259 675427 SH SOLE 0 0 0 675427 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 13245611 365195 SH SOLE 0 0 0 365195 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 18883349 288869 SH SOLE 0 0 0 288869 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 14500883 258483 SH SOLE 0 609 0 257874 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 17165819 397357 SH SOLE 0 9297 0 388060 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 28982324 674635 SH SOLE 0 4454 0 670181 DISNEY WALT CO COM 254687106 381322 3101 SH SOLE 0 210 0 2891 DUKE ENERGY CORP NEW COM NEW 26441C204 285724 2441 SH SOLE 0 84 0 2357 EATON CORP PLC SHS G29183103 274588 767 SH SOLE 0 89 0 678 ELEVANCE HEALTH INC COM 036752103 259279 740 SH SOLE 0 56 0 684 ELI LILLY & CO COM 532457108 1164709 1495 SH SOLE 0 0 0 1495 EMCOR GROUP INC COM 29084Q100 379260 700 SH SOLE 0 0 0 700 EXXON MOBIL CORP COM 30231G102 591694 5328 SH SOLE 0 666 0 4662 FAIR ISAAC CORP COM 303250104 394871 214 SH SOLE 0 0 0 214 FIRST SOLAR INC COM 336433107 1910991 11197 SH SOLE 0 0 0 11197 GOLDMAN SACHS GROUP INC COM 38141G104 581898 813 SH SOLE 0 68 0 745 GRAINGER W W INC COM 384802104 200015 193 SH SOLE 0 0 0 193 HARTFORD INSURANCE GROUP INC COM 416515104 228926 1863 SH SOLE 0 241 0 1622 HOME DEPOT INC COM 437076102 983666 2645 SH SOLE 0 130 0 2515 HONEYWELL INTL INC COM 438516106 415594 1737 SH SOLE 0 63 0 1674 INTERNATIONAL BUSINESS MACHS COM 459200101 216766 754 SH SOLE 0 69 0 684 INTUIT COM 461202103 403881 522 SH SOLE 0 47 0 475 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 955725 19653 SH SOLE 0 0 0 19653 INVESCO QQQ TR UNIT SER 1 46090E103 743298 1349 SH SOLE 0 0 0 1349 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 300357 4812 SH SOLE 0 0 0 4812 ISHARES INC MSCI EQUAL WEITE 464286681 912047 9095 SH SOLE 0 0 0 9095 ISHARES TR CORE DIV GRWTH 46434V621 1533418 23624 SH SOLE 0 0 0 23624 ISHARES TR GLOBAL REIT ETF 46434V647 548581 22049 SH SOLE 0 0 0 22049 ISHARES TR INTL DIV GRWTH 46435G524 221208 2800 SH SOLE 0 0 0 2800 ISHARES TR CORE S&P MCP ETF 464287507 558341 8804 SH SOLE 0 0 0 8804 ISHARES TR CORE S&P500 ETF 464287200 1083597 1738 SH SOLE 0 700 0 1038 ISHARES TR RUSSELL 2000 ETF 464287655 10868491 49172 SH SOLE 0 3096 0 46076 ISHARES TR RUS 2000 VAL ETF 464287630 4937434 30150 SH SOLE 0 891 0 29259 ISHARES TR RUSSELL 3000 ETF 464287689 582654 1651 SH SOLE 0 0 0 1651 ISHARES TR MSCI EAFE ETF 464287465 3300885 36881 SH SOLE 0 0 0 36881 ISHARES TR EAFE SML CP ETF 464288273 1451204 19942 SH SOLE 0 0 0 19942 ISHARES TR 3YRTB ETF 464288125 959165 12525 SH SOLE 0 0 0 12525 ISHARES TR EAFE VALUE ETF 464288877 9290896 145420 SH SOLE 0 0 0 145420 ISHARES TR CORE US AGGBD ET 464287226 2512040 25459 SH SOLE 0 0 0 25459 J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 46654Q773 259534 4992 SH SOLE 0 0 0 4992 JABIL INC COM 466313103 387597 1747 SH SOLE 0 0 0 1747 JOHNSON & JOHNSON COM 478160104 476353 3062 SH SOLE 0 232 0 2830 JPMORGAN CHASE & CO. COM 46625H100 2158937 7394 SH SOLE 0 689 0 6705 KLA CORP COM NEW 482480100 725484 788 SH SOLE 0 0 0 788 LAM RESEARCH CORP COM NEW 512807306 493359 4992 SH SOLE 0 0 0 4992 LOCKHEED MARTIN CORP COM 539830109 225252 487 SH SOLE 0 33 0 454 LOWES COS INC COM 548661107 232144 1023 SH SOLE 0 173 0 850 MANHATTAN ASSOCIATES INC COM 562750109 476773 2399 SH SOLE 0 0 0 2399 MAPLEBEAR INC COM 565394103 2434176 52825 SH SOLE 0 0 0 52825 MARRIOTT INTL INC NEW CL A 571903202 219633 791 SH SOLE 0 0 0 791 MARSH & MCLENNAN COS INC COM 571748102 218409 1027 SH SOLE 0 105 0 922 MASTERCARD INCORPORATED CL A 57636Q104 1056162 1881 SH SOLE 0 61 0 1820 MCDONALDS CORP COM 580135101 447044 1517 SH SOLE 0 37 0 1481 MCKESSON CORP COM 58155Q103 346966 492 SH SOLE 0 0 0 492 MERCK & CO INC COM 58933Y105 291924 3543 SH SOLE 0 435 0 3108 META PLATFORMS INC CL A 30303M102 1341339 1880 SH SOLE 0 106 0 1774 MICROSOFT CORP COM 594918104 6613535 13467 SH SOLE 0 398 0 13069 MOODYS CORP COM 615369105 378680 762 SH SOLE 0 0 0 762 MORGAN STANLEY COM NEW 617446448 429567 3007 SH SOLE 0 377 0 2630 MOTOROLA SOLUTIONS INC COM NEW 620076307 286276 678 SH SOLE 0 0 0 678 NETFLIX INC COM 64110L106 610749 475 SH SOLE 0 0 0 475 NEXTERA ENERGY INC COM 65339F101 221211 3029 SH SOLE 0 196 0 2833 NORFOLK SOUTHN CORP COM 655844108 312257 1192 SH SOLE 0 59 0 1133 NORTHROP GRUMMAN CORP COM 666807102 328719 659 SH SOLE 0 0 0 659 NVIDIA CORPORATION COM 67066G104 7492396 47646 SH SOLE 0 1746 0 45900 ORACLE CORP COM 68389X105 1214949 5283 SH SOLE 0 205 0 5078 OREILLY AUTOMOTIVE INC COM 67103H107 483659 5415 SH SOLE 0 0 0 5415 PHILIP MORRIS INTL INC COM 718172109 362302 2060 SH SOLE 0 175 0 1885 PROCTER AND GAMBLE CO COM 742718109 428272 2657 SH SOLE 0 127 0 2530 PROGRESSIVE CORP COM 743315103 212646 825 SH SOLE 0 0 0 825 ROPER TECHNOLOGIES INC COM 776696106 388989 687 SH SOLE 0 0 0 687 RTX CORPORATION COM 75513E101 355408 2459 SH SOLE 0 175 0 2285 SALESFORCE INC COM 79466L302 282114 1048 SH SOLE 0 63 0 984 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1130679 26492 SH SOLE 0 0 0 26492 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2239660 92281 SH SOLE 0 0 0 92281 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2711728 102137 SH SOLE 0 0 0 102137 SHOPIFY INC CL A SUB VTG SHS 82509L107 215488 1878 SH SOLE 0 0 0 1878 SOUTHERN CO COM 842587107 710439 7794 SH SOLE 0 78 0 7716 SPDR S&P 500 ETF TR TR UNIT 78462F103 13464043 21700 SH SOLE 0 484 0 21216 SPDR SERIES TRUST BLOOMBERG HIGH Y 78468R622 314278 3245 SH SOLE 0 0 0 3245 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 224256 960 SH SOLE 0 0 0 960 TESLA INC COM 88160R101 756639 2397 SH SOLE 0 0 0 2397 TEXAS INSTRS INC COM 882508104 432787 2007 SH SOLE 0 20 0 1988 THERMO FISHER SCIENTIFIC INC COM 883556102 256292 599 SH SOLE 0 4 0 595 TJX COS INC NEW COM 872540109 344161 2746 SH SOLE 0 159 0 2587 TRAVELERS COMPANIES INC COM 89417E109 271466 1055 SH SOLE 0 63 0 992 TYLER TECHNOLOGIES INC COM 902252105 289791 497 SH SOLE 0 0 0 497 UNION PAC CORP COM 907818108 489986 2066 SH SOLE 0 80 0 1986 UNITEDHEALTH GROUP INC COM 91324P102 598794 1947 SH SOLE 0 123 0 1824 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 822605 7896 SH SOLE 0 0 0 7896 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 773536 10559 SH SOLE 0 0 0 10559 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 6818426 138333 SH SOLE 0 0 0 138333 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 814800 1429 SH SOLE 0 0 0 1429 VANGUARD INDEX FDS SMALL CP ETF 922908751 944207 3906 SH SOLE 0 0 0 3906 VANGUARD INDEX FDS GROWTH ETF 922908736 938433 2146 SH SOLE 0 0 0 2146 VANGUARD INDEX FDS VALUE ETF 922908744 6351522 35545 SH SOLE 0 1331 0 34214 VANGUARD INDEX FDS MID CAP ETF 922908629 296583 1050 SH SOLE 0 0 0 1050 VANGUARD INDEX FDS SM CP VAL ETF 922908611 748503 3730 SH SOLE 0 0 0 3730 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 754445 8390 SH SOLE 0 0 0 8390 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7718716 25265 SH SOLE 0 0 0 25265 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 762553 15312 SH SOLE 0 0 0 15312 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 386489 5730 SH SOLE 0 0 0 5730 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1377086 10222 SH SOLE 0 0 0 10222 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 370551 6237 SH SOLE 0 0 0 6237 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10114795 172814 SH SOLE 0 2972 0 169842 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2574808 28817 SH SOLE 0 1701 0 27116 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 620959 4297 SH SOLE 0 0 0 4297 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 565955 2741 SH SOLE 0 0 0 2741 VANGUARD STAR FDS VG TL INTL STK F 921909768 370085 5338 SH SOLE 0 0 0 5338 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 536746 9392 SH SOLE 0 0 0 9392 VANGUARD WORLD FD ESG US STK ETF 921910733 1644328 14943 SH SOLE 0 0 0 14943 VANGUARD WORLD FD ESG INTL STK ETF 921910725 345187 5262 SH SOLE 0 0 0 5262 VERIZON COMMUNICATIONS INC COM 92343V104 363029 8328 SH SOLE 0 185 0 8143 VISA INC COM CL A 92826C839 1345439 3798 SH SOLE 0 94 0 3704 WALMART INC COM 931142103 831121 8515 SH SOLE 0 323 0 8192 WELLS FARGO CO NEW COM 949746101 251016 3048 SH SOLE 0 0 0 3048 WISDOMTREE TR INTL SMCAP DIV 97717W760 1634228 21746 SH SOLE 0 1504 0 20242