Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $599,013,926 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,557,104 | $123,040,217 | 20.54% | |
| 2. | IEF | 580,423 | $53,741,404 | 8.97% | |
| 3. | FNDF | 2,003,808 | $46,448,260 | 7.75% | |
| 4. | American Centy Etf Tr - US EQT ETF | 469,422 | $45,501,073 | 7.59% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 895,790 | $40,194,095 | 6.71% |
