Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $743,430,232 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,744,276 | $148,235,884 | 19.94% | |
| 2. | IEF | 643,874 | $66,022,875 | 8.88% | |
| 3. | American Centy Etf Tr - US EQT ETF | 515,580 | $57,631,523 | 7.75% | |
| 4. | FNDF | 2,119,924 | $57,047,165 | 7.67% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,017,336 | $46,838,154 | 6.3% |