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Home > Institutional Investor > Kerntke Otto Mcglone Wealth Management Group > Profile

Instuitional Investor - Kerntke Otto Mcglone Wealth Management Group

Fund Profile
Filing Period:
Fund Name: Kerntke Otto Mcglone Wealth Management Group
Portfolio Value $100,177,966
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 95,986 $9,789,633 9.77%
2.
Dimensional Etf Trust
 289,221 $8,453,956 8.43%
3.
Ishares Trust
 IEF 29,965 $8,304,960 8.29%
4.
Ishares Tr
 314,979 $7,515,417 7.5%
5.
Ishares Trust
 IEF 57,020 $6,172,476 6.16%
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)