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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 $596,604,962
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,311,747 $125,946,134 21.11%
2.
Dimensional Etf Trust
 2,150,621 $74,346,968 12.46%
3.
Ishares Trust
 IEF 339,687 $65,977,407 11.06%
4.
Ishares Trust
 IEF 121,425 $51,554,627 8.64%
5.
American Centy Etf Tr
 435,188 $39,645,627 6.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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