Mill Creek Capital Advisors, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$4.1B

Holdings

251

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
1
VUGVANGUARD GROWTH ETF
2,619,779$971.5M23.53%
2
VTVVANGUARD VALUE ETF
5,377,475$928.9M22.50%
3
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
5,063,608$353.5M8.56%
4
AQLTISHARES CORE MSCI EAFE ETF
4,083,869$308.9M7.48%
5
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
2,272,053$122.6M2.97%
6
AGGISHARES CORE U.S. AGGREGATE BOND ETF
1,225,487$121.2M2.94%
7
VBRVANGUARD SMALL CAP VALUE ETF
491,142$91.5M2.22%
8
VOOVANGUARD S&P 500 ETF
168,898$86.8M2.10%
9
VBKVANGUARD SMALL-CAP GROWTH ETF
319,278$80.4M1.95%
10
VTCVANGUARD TOTAL CORPORATE BOND ETF
936,213$71.9M1.74%
11
SPYSPDR S&P 500 ETF TRUST
119,733$67.0M1.62%
12
RODMHARTFORD MULTIFACTOR DEVELOPED MARKETS EX US
1,932,281$59.9M1.45%
13
AQLTISHARES U.S. TREASURY BOND ETF
2,370,496$54.5M1.32%
14
MBBISHARES MBS ETF
516,949$48.5M1.17%
15
IWVISHARES RUSSELL 3000 ETF
130,295$41.4M1.00%
16
JNJJOHNSON & JOHNSON COM
238,192$39.5M0.96%
17
ACWIISHARES MSCI ACWI ETF
329,729$38.4M0.93%
18
MTBASIMPLIFY MBS ETF
737,341$37.0M0.90%
19
AAPLAPPLE INC COM
165,617$36.8M0.89%
20
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
497,248$30.9M0.75%
21
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
26$20.8M0.50%
22
IVVISHARES CORE S&P 500 ETF
34,495$19.4M0.47%
23
VTIVANGUARD TOTAL STOCK MARKET ETF
70,008$19.2M0.47%
24
PGPROCTER AND GAMBLE CO COM
108,944$18.6M0.45%
25
SCZISHARES MSCI EAFE SMALL-CAP ETF
288,855$18.4M0.44%
26
ESGVVANGUARD ESG U.S. STOCK ETF
180,526$17.7M0.43%
27
AGZISHARES AGENCY BOND ETF
158,101$17.3M0.42%
28
ACWXISHARES MSCI ACWI EX U.S. ETF
249,018$13.8M0.33%
29
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
20,868$11.1M0.27%
30
MAMASTERCARD INCORPORATED CL A
20,145$11.0M0.27%
31
IWPISHARES RUSSELL MID-CAP GROWTH ETF
90,082$10.6M0.26%
32
MSFTMICROSOFT CORP COM
26,594$10.0M0.24%
33
EFAISHARES MSCI EAFE ETF
116,876$9.6M0.23%
34
EFGISHARES MSCI EAFE GROWTH ETF
93,350$9.3M0.23%
35
AMZNAMAZON COM INC COM
48,267$9.2M0.22%
36
IJJISHARES S&P MID-CAP 400 VALUE ETF
72,226$8.6M0.21%
37
IWFISHARES RUSSELL 1000 GROWTH ETF
22,425$8.1M0.20%
38
MDYSPDR S&P MIDCAP 400 ETF TRUST
15,090$8.1M0.19%
39
EEMISHARES MSCI EMERGING MARKETS ETF
171,442$7.5M0.18%
40
IJKISHARES S&P MID-CAP 400 GROWTH ETF
87,652$7.3M0.18%
41
IWSISHARES RUSSELL MID-CAP VALUE ETF
55,749$7.0M0.17%
42
IRTINDEPENDENCE RLTY TR INC COM
311,688$6.6M0.16%
43
JPMJPMORGAN CHASE & CO. COM
26,918$6.6M0.16%
44
CWISPDR MSCI ACWI EX-US ETF
212,576$6.3M0.15%
45
IWMISHARES RUSSELL 2000 ETF
29,759$5.9M0.14%
46
METAMETA PLATFORMS INC CL A
9,713$5.6M0.14%
47
SCHFSCHWAB INTERNATIONAL EQUITY ETF
279,831$5.5M0.13%
48
IWDISHARES RUSSELL 1000 VALUE ETF
27,189$5.1M0.12%
49
VBVANGUARD SMALL-CAP ETF
22,954$5.1M0.12%
50
DGROISHARES CORE DIVIDEND GROWTH ETF
81,460$5.0M0.12%
51
IVWISHARES S&P 500 GROWTH ETF
54,131$5.0M0.12%
52
TSLATESLA INC COM
18,702$4.8M0.12%
53
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
38,760$4.8M0.12%
54
XLVHEALTH CARE SELECT SECTOR SPDR FUND
32,680$4.8M0.12%
55
TMOTHERMO FISHER SCIENTIFIC INC COM
9,542$4.7M0.11%
56
PWBINVESCO LARGE CAP GROWTH ETF
45,920$4.4M0.11%
57
NDQINVESCO QQQ TRUST SERIES I
9,358$4.4M0.11%
58
GOOGALPHABET INC CAP STK CL C
26,463$4.1M0.10%
59
PWVINVESCO LARGE CAP VALUE ETF
69,013$4.1M0.10%
60
NVDANVIDIA CORPORATION COM
37,255$4.0M0.10%
61
GOOGLALPHABET INC CAP STK CL A
25,424$3.9M0.10%
62
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
19,014$3.9M0.10%
63
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
76,914$3.9M0.09%
64
VIGVANGUARD DIVIDEND APPRECIATION ETF
18,687$3.6M0.09%
65
EFVISHARES MSCI EAFE VALUE ETF
60,845$3.6M0.09%
66
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
26,998$3.5M0.08%
67
IJRISHARES CORE S&P SMALL CAP ETF
31,829$3.3M0.08%
68
IBITISHARES BITCOIN TRUST ETF
70,574$3.3M0.08%
69
VVISA INC COM CL A
9,284$3.3M0.08%
70
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
128,371$3.2M0.08%
71
AQLTISHARES SELECT DIVIDEND ETF
22,601$3.0M0.07%
72
IWBISHARES RUSSELL 1000 ETF
9,773$3.0M0.07%
73
ZETAZETA GLOBAL HOLDINGS CORP CL A
219,789$3.0M0.07%
74
KVUEKENVUE INC COM
120,128$2.9M0.07%
75
DISDISNEY WALT CO COM
28,918$2.9M0.07%
76
IWNISHARES RUSSELL 2000 VALUE ETF
18,881$2.9M0.07%
77
IWOISHARES RUSSELL 2000 GROWTH ETF
10,718$2.7M0.07%
78
VONVVANGUARD RUSSELL 1000 VALUE ETF
32,512$2.7M0.06%
79
SONYSONY GROUP CORP SPONSORED ADR
100,863$2.6M0.06%
80
GSGOLDMAN SACHS GROUP INC COM
4,578$2.5M0.06%
81
VONGVANGUARD RUSSELL 1000 GROWTH ETF
26,313$2.4M0.06%
82
UNPUNION PAC CORP COM
9,702$2.3M0.06%
83
AMTAMERICAN TOWER CORP NEW COM
10,040$2.2M0.05%
84
COSTCOSTCO WHSL CORP NEW COM
2,241$2.1M0.05%
85
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF
86,385$2.0M0.05%
86
VNQVANGUARD REAL ESTATE ETF
21,936$2.0M0.05%
87
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
4,693$2.0M0.05%
88
CGWINVESCO S&P GLOBAL WATER INDEX ETF
34,668$1.9M0.05%
89
OLEDUNIVERSAL DISPLAY CORP COM
13,648$1.9M0.05%
90
XOMEXXON MOBIL CORP COM
15,968$1.9M0.05%
91
HDHOME DEPOT INC COM
4,840$1.8M0.04%
92
MUBISHARES NATIONAL MUNI BOND ETF
16,476$1.7M0.04%
93
NMFCNEW MTN FIN CORP COM
149,000$1.6M0.04%
94
FISVFISERV INC COM
7,408$1.6M0.04%
95
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
19,713$1.6M0.04%
96
VDCVANGUARD CONSUMER STAPLES ETF
7,280$1.6M0.04%
97
VWOVANGUARD FTSE EMERGING MARKETS ETF
34,890$1.6M0.04%
98
GQ9SPDR GOLD SHARES
5,399$1.6M0.04%
99
AVGOBROADCOM INC COM
9,258$1.6M0.04%
100
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF
47,111$1.5M0.04%
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