Instuitional Investor - Kerntke Otto Mcglone Wealth Management Group
Fund Profile
Filing Period:
| Fund Name: | Kerntke Otto Mcglone Wealth Management Group |
| Portfolio Value | $132,288,558 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 84,188 | $27,627,905 | 20.88% | |
| 2. | Ishares Tr | 191,618 | $13,045,377 | 9.86% | |
| 3. | Fidelity Covington Trust | 391,045 | $11,422,425 | 8.63% | |
| 4. | Ishares Tr | 247,495 | $5,680,015 | 4.29% | |
| 5. | Dimensional Etf Trust | 115,102 | $4,439,486 | 3.36% |