Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $609,355,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,585,004 | $118,269,297 | 19.41% | |
| 2. | IEF | 594,098 | $54,829,299 | 9% | |
| 3. | FNDF | 2,018,017 | $44,557,816 | 7.31% | |
| 4. | American Centy Etf Tr - US EQT ETF | 476,382 | $44,008,167 | 7.22% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 931,524 | $42,524,086 | 6.98% |
