Institutional Investor · CIK 0001701714
MCILRATH & ECK, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
1,194
Total Value
$1.27B
Total Shares
29.12M
Latest Filing
May 19, 2026
CIK
0001701714
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 163,962 | $71.62M | 0.0039% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 3,590,574 | $71.50M | 57.7990% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,297,305 | $62.11M | 0.9396% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 304,419 | $59.73M | 0.0270% | SH | — | View |
Avantis U.S. Mid Cap…(AVMC) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 763,230 | $55.14M | 18.9376% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,393,201 | $54.28M | 0.3647% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-05-19 | 124,543 | $46.10M | 0.0017% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 736,989 | $40.71M | 0.4872% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 131,938 | $39.43M | 0.0637% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,821,941 | $36.89M | 11.4859% | SH | — | View | |
Vanguard Core Bond Fund…(VCOBX) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 2,033,226 | $36.66M | 0.1690% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 824,998 | $32.24M | 29.9908% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,446,459 | $30.12M | 0.0770% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 414,396 | $27.22M | 0.4237% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,018,620 | $25.21M | 0.0442% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 455,519 | $24.98M | 1.5360% | SH | — | View | |
Vanguard Core Bond ETF(VCRB) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 307,236 | $23.77M | 0.5934% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 866,459 | $22.35M | 1.0190% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 238,042 | $21.11M | 0.0329% | SH | — | View | |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 250,614 | $20.20M | 0.1933% | SH | — | View |
DFA U.S. Small Cap…(DFSVX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 367,323 | $20.19M | 0.1155% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 401,266 | $19.07M | 0.2241% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 72,618 | $19.02M | 0.0118% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 30,891 | $17.83M | 3.1707% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 235,777 | $16.88M | 0.3362% | SH | — | View | |
DFA Investment Grade I(DFAPX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,660,108 | $16.80M | 0.1322% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 58,175 | $16.71M | 0.0021% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-05-19 | 58,866 | $14.94M | 0.0000% | SH | — | View |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 129,770 | $14.34M | 0.0595% | SH | — | View |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 339,357 | $11.89M | 0.1691% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 180,122 | $11.68M | 4.6942% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 523,951 | $10.05M | 0.0085% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 116,346 | $9.47M | 20.5179% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 155,035 | $8.98M | 1.2842% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 38,061 | $8.55M | 0.0916% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 42,727 | $8.47M | 0.0757% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 24,663 | $7.91M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 28,076 | $7.65M | 0.0423% | SH | — | View | |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 65,935 | $6.82M | 0.0453% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-05-19 | 6,485 | $6.46M | 0.0015% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-05-19 | 13,202 | $6.33M | 0.0006% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 23,663 | $5.89M | 0.0421% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 17,861 | $5.12M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 193,169 | $5.12M | 0.0923% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 64,727 | $5.09M | 0.0338% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 137,968 | $4.89M | 0.0289% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 240,061 | $4.61M | 0.2425% | SH | — | View | |
Vanguard 500 Index Fund…(VFIAX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 7,410 | $4.46M | 0.0003% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-05-19 | 21,018 | $4.38M | 0.0002% | SH | — | View |
DFA U.S. Micro Cap…(DFSCX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 130,672 | $4.28M | 0.0631% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 78,924 | $3.79M | 0.0032% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 20,693 | $3.61M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 4,969 | $3.25M | 0.0004% | SH | — | View | |
| Industrials | Waste Management | 2026-03-31 | 2026-05-19 | 13,908 | $3.20M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 59,961 | $3.04M | 0.1633% | SH | — | View | |
PACCAR Inc(PCAR) | Industrials | Industrial - Machinery | 2026-03-31 | 2026-05-19 | 25,726 | $2.97M | 0.0049% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 273,805 | $2.89M | 0.0094% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 9,975 | $2.87M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-05-19 | 48,612 | $2.76M | 0.0646% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 3,900 | $2.54M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 145,227 | $2.52M | 0.0418% | SH | — | View | |
American Funds Income Fund…(FIFAX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 94,241 | $2.51M | 0.0018% | SH | — | View |
Dimensional - US Equity…(DFUS) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 33,239 | $2.36M | 0.0136% | SH | — | View |
Vanguard Total Stock Market…(VTSAX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 13,870 | $2.17M | 0.0001% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-19 | 6,936 | $2.04M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 15,121 | $2.04M | 0.2680% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 2,028,308 | $2.03M | N/A | SH | — | View | |
UMH Properties, Inc.(UMH) | Real Estate | REIT - Residential | 2026-03-31 | 2026-05-19 | 137,878 | $1.99M | 0.1619% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 37,098 | $1.85M | 0.0041% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 17,985 | $1.80M | 0.0648% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 37,286 | $1.69M | 2.8388% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 37,454 | $1.62M | 0.0654% | SH | — | View | |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-05-19 | 4,340 | $1.61M | 0.0001% | SH | — | View |
DFA U.S. Core Equity…(DFEOX) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 33,138 | $1.61M | 0.0045% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-05-19 | 2,453 | $1.40M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 27,557 | $1.39M | 0.6500% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 24,405 | $1.24M | 1.8773% | SH | — | View | |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-19 | 5,936 | $1.23M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 29,572 | $1.22M | 0.0002% | SH | — | View | |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 13,500 | $1.17M | 0.0023% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 2,538 | $1.09M | 0.0007% | SH | — | View |
PGIM Ultra Short Bond…(PULS) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 20,983 | $1.04M | 0.0066% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 23,157 | $995.28K | 0.0009% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-05-19 | 6,817 | $984.62K | 0.0003% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-05-19 | 4,937 | $982.56K | 0.0006% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-05-19 | 2,979 | $979.75K | 0.0003% | SH | — | View | |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-05-19 | 5,730 | $972.09K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 2,275 | $970.06K | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 9,978 | $969.12K | 0.0014% | SH | — | View | |
| Energy | Oil & Gas Midstream | 2026-03-31 | 2026-05-19 | 23,073 | $873.08K | 0.0011% | SH | — | View | |
| Financial Services | Financial - Credit Services | 2026-03-31 | 2026-05-19 | 2,802 | $847.55K | 0.0004% | SH | — | View | |
Constellation Software Inc.(CSU.TO) | Technology | Software - Application | 2026-03-31 | 2026-05-19 | 483 | $845.26K | 0.0023% | SH | — | View |
Cisco Systems, Inc.(CSCO) | Technology | Communication Equipment | 2026-03-31 | 2026-05-19 | 10,751 | $834.20K | 0.0003% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 1,393 | $832.57K | 0.0001% | SH | — | View |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 5,358 | $831.04K | 0.0032% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-05-19 | 2,558 | $791.66K | 0.0001% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-05-19 | 855 | $786.26K | 0.0001% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-05-19 | 15,875 | $773.89K | 0.0002% | SH | — | View | |
iShares Silver Trust(SLV) | Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 11,083 | $755.20K | 0.0021% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-05-19 | 9,726 | $749.97K | 0.0001% | SH | — | View |
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