Instuitional Investor - Kerntke Otto Mcglone Wealth Management Group
Fund Profile
Filing Period:
| Fund Name: | Kerntke Otto Mcglone Wealth Management Group |
| Portfolio Value | $114,513,754 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 75,231 | $20,676,493 | 18.06% | |
| 2. | Ishares Tr | 190,659 | $11,778,902 | 10.29% | |
| 3. | Fidelity Covington Trust | 424,825 | $10,722,576 | 9.36% | |
| 4. | Ishares Tr | 255,570 | $5,862,782 | 5.12% | |
| 5. | Dimensional Etf Trust | 145,303 | $4,793,534 | 4.19% |
