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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 $542,738,137
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,003,822 $83,277,681 15.34%
2.
Dimensional Etf Trust
 1,992,601 $57,068,093 10.51%
3.
Schwab Strategic Trust
 FNDF 695,084 $52,916,762 9.74%
4.
American Centy Etf Tr
 468,203 $42,044,630 7.74%
5.
Ishares Trust
 IEF 125,869 $38,159,705 7.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)