Cindi Hill

@Mcclarren Financial Advisors, Inc.

Latest period2024 - Q3

Reported3mo 1d ago

Managed Assets$795.496M

Total holdings271

Assets growth rate455.39%

Assets growth rate (2-Q avg)230.72%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcclarren Financial Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 271 positions.

Assets under management

The assets under management (AUM) of Mcclarren Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 795.496M in assets, with a quarterly growth rate of 455.39% and a 2-quarter average growth rate of 230.72%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIVVanguard Bd Index Fds Recent Activity New Position	0.01%	$67,000 156 shares@ $429.49 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.01%	$34,000 1,151 shares@ $29.54 avg price	New Position
IGSBIshares Tr Recent Activity New Position	0.01%	$33,000 157 shares@ $210.2 avg price	New Position
DFIVDimensional Etf Trust Recent Activity New Position	0.01%	$25,000 152 shares@ $164.48 avg price	New Position
TXNTexas Instrs Inc Recent Activity New Position	0.01%	$18,000 206 shares@ $87.38 avg price	New Position
DFATDimensional Etf Trust Recent Activity New Position	0.01%	$10,000 2,005 shares@ $4.99 avg price	New Position
VWOBVanguard Whitehall Fds Recent Activity New Position	0.01%	$6,000 199 shares@ $30.16 avg price	New Position
AGGIshares Tr Recent Activity New Position	0.01%	$5,000 101 shares@ $49.51 avg price	New Position
QAINew York Life Investments Et Recent Activity New Position	0%	$0 32 shares@ $0.0 avg price	New Position
EATVAdvisors Ser Tr Recent Activity New Position	0%	$0 17 shares@ $0.0 avg price	New Position