McMill Wealth Management

The composition indicates a "core-satellite" approach where the vast majority of assets are invested in a core of Exchange Traded Funds (ETFs), with a minor allocation to individual equities. The portfolio is overwhelmingly dominated by ETFs, which account for $232.96 million (approximately 92% of the total portfolio). The remaining 8% is split between "Unknown" classifications (likely cash or derivatives not fully categorized in the summary) and a small basket of individual technology and consumer cyclical stocks.

Key Holdings