Titelia

Holdings of McKinley Carter Wealth Services, Inc.

277 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.2 % of the equity sleeve

Sector breakdown

  • Funds 22.3 %
  • Technology 6.1 %
  • Industrials 3.6 %
  • Consumer discretionary 3.2 %
  • Financials 2.6 %
  • Communication 2.3 %
  • Health care 2.0 %
  • Consumer staples 1.8 %
  • Utilities 0.5 %
  • Materials 0.2 %
  • Energy 0.1 %
  • Unattributed 55.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2771.7B $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 3,484,718135.8M $
2iShares Core S&P 500 ETF 167,634109.5M $
3Fidelity Total Bond ETF 2,269,756103.5M $
4iShares Trust 247,30388.2M $
5Dimensional ETF Trust 2,179,07273.8M $
6iShares Core U.S. Aggregate Bond ETF 620,27761.6M $
7Vanguard Total International S 529,60140.8M $
8iShares Core MSCI EAFE ETF 376,66934.1M $
9iShares Trust 160,28133.8M $
10Vanguard FTSE Developed Markets ETF 525,70133.7M $
11Apple Inc 120,78830.7M $
12iShares Morningstar Growth ETF 270,80625.9M $
13Broadcom Inc 80,06724.8M $
14BlackRock ETF Trust 389,81222.7M $
15iShares Russell 1000 Growth ETF 49,31421M $
16iShares Broad USD Investment Grade Corporate Bond ETF 358,23318.4M $
17Alphabet Inc 62,75418M $
18iShares Core MSCI Total International Stock ETF 199,87217.3M $
19iShares MBS ETF 176,21516.7M $
20iShares Core S&P Small-Cap ETF 127,39515.8M $
21Costco Wholesale Corp 15,00615M $
22Microsoft Corp 40,12114.9M $
23iShares Core S&P Mid-Cap ETF 215,44714.5M $
24NVIDIA Corp 77,31513.5M $
25iShares Trust 131,42113.2M $
26TJX Cos Inc/The 81,84313.1M $
27First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 79,44613M $
28iShares Core MSCI Emerging Markets ETF 186,05913M $
29SELECT SECTOR SPDR TRUST (THE) 91,23712.1M $
30McKesson Corp 13,59911.8M $
31O'Reilly Automotive Inc 124,00811.4M $
32iShares Trust 489,63811.2M $
33Dimensional ETF Trust 312,63711.2M $
34Vanguard Total Bond Market ETF 150,73411.1M $
35iShares Trust 93,10511M $
36Vanguard Total World Stock ETF 79,82611M $
37BlackRock ETF Trust 299,73910.9M $
38CACI International Inc 19,70110.7M $
39Quanta Services Inc 19,00210.4M $
40Waste Management Inc 45,19110.4M $
41Amazon.com Inc 47,2329.8M $
42Ishares Inc 124,3539.8M $
43Mastercard Inc 19,4999.7M $
44Schwab Fundamental International Equity Etf 198,8929.7M $
45iShares Trust 115,9559.6M $
46Hubbell Inc 19,4529.5M $
47Vanguard S&P 500 ETF 15,7229.4M $
48iShares Trust 57,7919.3M $
49Dimensional U S Targeted Value ETF 147,1189.2M $
50Netflix Inc 91,2348.8M $
51Ishares S&p 100 Etf 27,0918.6M $
52Select Sector Spdr Trust 173,6978.6M $
53Home Depot Inc/The 25,9508.5M $
54Jacobs Solutions Inc 65,5878.3M $
55State Street Health Care Select Sector SPDR ETF 54,6328M $
56Columbia EM Core ex-China ETF 194,7057.9M $
57General Dynamics Corp 22,7567.8M $
58Vanguard Growth ETF 17,8137.8M $
59Meta Platforms Inc 13,5597.8M $
60Ralph Lauren Corp 21,3907.4M $
61Intuit Inc 16,9757.3M $
62Vanguard Whitehall Funds 75,1497.1M $
63Acuity Inc 25,0697M $
64Caterpillar Inc 9,6136.8M $
65Schwab International Equity ETF 273,3376.8M $
66JPMorgan Chase & Co 22,8746.7M $
67Amphenol Corp 51,3046.5M $
68PepsiCo Inc 40,8326.3M $
69Arthur J Gallagher & Co 28,7646.2M $
70iShares Russell 2000 ETF 24,2166M $
71Global X Artificial Intelligence & Technology ETF 127,0475.9M $
72Eli Lilly & Co 6,4355.9M $
73Invesco QQQ Trust Series 1 10,1835.9M $
74iShares ESG Aware MSCI USA ETF 39,9305.6M $
75Vanguard Small-Cap ETF 20,5845.4M $
76Vanguard FTSE All-World ex-US ETF 70,9565.3M $
77Chevron Corp 24,5315.1M $
78iShares MSCI EAFE ETF 52,2025.1M $
79AbbVie Inc 23,1525M $
80Intercontinental Exchange Inc 31,2104.9M $
81Lockheed Martin Corp 7,4264.5M $
82Bank of New York Mellon Corp/The 35,3974.2M $
83Johnson & Johnson 17,1084.2M $
84Procter & Gamble Co/The 28,8394.2M $
85Select Sector Spdr Trust 67,0684.1M $
86WW Grainger Inc 3,6444M $
87McDonald's Corp. 12,6513.9M $
88iShares Trust 17,9583.8M $
89iShares Trust 26,6733.7M $
90NextEra Energy Inc 38,9793.6M $
91Lowe's Cos Inc 14,6983.5M $
92iShares MSCI EAFE Growth ETF 31,0103.5M $
93Morgan Stanley 20,4953.4M $
94iShares Trust 27,0013.2M $
95Vanguard Index Funds 10,4883.2M $
96First Trust Exchange-Traded Fund VIII 58,0513.1M $
97Dimensional International Value ETF 56,6583M $
98Merck & Co Inc 24,7463M $
99Texas Instruments Inc 14,8302.9M $
100iShares Trust 22,4352.9M $