13F filer
McCarley & Cook Financial Planners
13F Value
$131.9M
Positions
275
Top Position
IVV34.4%
Top 5
62.6%
Latest filing changes
vs Jun 30, 2026Holdings275
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 34.4% | $45.3M | +12.1% | 59.2K | 30.7% | ETF | |
| 2 | VEA | 16.6% | $21.9M | +2.6% | 310.6K | 16.7% | ETF | |
| 3 | DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2 — ETF | 4.6% | $6.1M | -0.6% | 137.6K | 4.8% | ETF | |
| 4 | AVUV | 3.6% | $4.7M | +4.4% | 39.8K | 3.7% | ETF | |
| 5 | IJH | 3.5% | $4.6M | +0.5% | 63.6K | 3.8% | ETF | |
| 6 | DFLV | 3.2% | $4.3M | -46.9% | 106.4K | 6.1% | ETF | |
| 7 | IEMG | 3.0% | $3.9M | +3.4% | 48.0K | 3.0% | ETF | |
| 8 | CGCP | 2.4% | $3.1M | +39.8% | 147.2K | 1.8% | ETF | |
| 9 | XCEM | 2.3% | $3.0M | +1.6% | 58.5K | 2.4% | ETF | |
| 10 | PG | 2.2% | $2.9M | -22.0% | 20.1K | 2.9% | Common Stock | |
| 11 | DFIC | 1.8% | $2.4M | — | 63.0K | 1.8% | ETF | |
| 12 | IWF | 1.5% | $2.0M | -3.5% | 15.9K | 1.6% | ETF | |
| 13 | IWD | 1.2% | $1.6M | -1.1% | 6.6K | 1.3% | ETF | |
| 14 | DFA INVT DIMENSIONS GROUP INC — CS | 1.1% | $1.5M | — | 21.9K | 1.2% | ETF | |
| 15 | ESGV | 0.9% | $1.1M | — | 8.5K | 0.9% | ETF | |
| 16 | GMOI | 0.8% | $1.0M | +0.2% | 25.5K | 0.7% | ETF | |
| 17 | SCHX | 0.8% | $994K | +6.1% | 33.1K | 0.7% | ETF | |
| 18 | DFAX | 0.7% | $954K | -0.2% | 25.8K | 0.7% | ETF | |
| 19 | GOOG | 0.6% | $777K | +5.8% | 2.3K | 0.6% | Common Stock | |
| 20 | DFEM | 0.6% | $753K | — | 19.0K | 0.6% | ETF |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing7
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.