Instuitional Investor - Kerntke Otto Mcglone Wealth Management Group
Fund Profile
Filing Period:
| Fund Name: | Kerntke Otto Mcglone Wealth Management Group |
| Portfolio Value | $126,174,886 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 84,742 | $25,755,659 | 20.41% | |
| 2. | Fidelity Covington Trust | 502,919 | $13,674,375 | 10.84% | |
| 3. | Ishares Tr | 190,330 | $12,169,699 | 9.65% | |
| 4. | Ishares Tr | 242,524 | $5,561,083 | 4.41% | |
| 5. | Dimensional Etf Trust | 112,877 | $4,045,501 | 3.21% |
