Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $662,299,641 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,664,626 | $131,340,194 | 19.83% | |
| 2. | IEF | 613,488 | $58,054,396 | 8.77% | |
| 3. | FNDF | 2,070,029 | $50,591,517 | 7.64% | |
| 4. | American Centy Etf Tr - US EQT ETF | 494,121 | $49,817,296 | 7.52% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 964,941 | $44,146,050 | 6.67% |
