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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 $669,098,573
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,266,763 $124,290,810 18.58%
2.
Dimensional Etf Trust
 2,216,137 $86,340,698 12.9%
3.
Ishares Trust
 IEF 393,580 $84,096,239 12.57%
4.
Ishares Trust
 IEF 118,431 $50,498,979 7.55%
5.
American Centy Etf Tr
 454,662 $50,226,512 7.51%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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