Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $714,632,817 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,709,551 | $143,077,397 | 20.02% | |
| 2. | IEF | 625,147 | $62,483,398 | 8.74% | |
| 3. | FNDF | 2,088,693 | $55,016,164 | 7.7% | |
| 4. | American Centy Etf Tr - US EQT ETF | 503,898 | $54,773,667 | 7.66% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 986,032 | $45,594,109 | 6.38% |