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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 $567,170,742
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,997,684 $100,102,011 17.64%
2.
Dimensional Etf Trust
 2,135,068 $66,678,174 11.75%
3.
Schwab Strategic Trust
 FNDF 2,022,508 $56,549,330 9.97%
4.
Ishares Trust
 IEF 121,581 $43,901,684 7.74%
5.
American Centy Etf Tr
 478,688 $41,727,233 7.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)