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Home > Institutional Investor > Marquette Asset Management Inc. > Profile

Instuitional Investor - Marquette Asset Management Inc.

Fund Profile
Filing Period:
Fund Name: Marquette Asset Management Inc.
Portfolio Value $612,723,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,028,428 $112,272,292 18.32%
2.
Dimensional Etf Trust
 2,142,363 $62,557,000 10.2%
3.
Schwab Strategic Trust
 FNDF 2,017,395 $55,115,238 8.99%
4.
Ishares Trust
 IEF 123,508 $49,598,343 8.09%
5.
American Centy Etf Tr
 477,637 $46,106,300 7.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)