Instuitional Investor - Mcglone Suttner Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Mcglone Suttner Wealth Management, Inc. |
| Portfolio Value | $755,161,672 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 3,783,233 | $147,016,432 | 19.47% | |
| 2. | IEF | 653,302 | $66,800,176 | 8.85% | |
| 3. | American Centy Etf Tr - US EQT ETF | 522,317 | $58,071,188 | 7.69% | |
| 4. | FNDF | 2,097,595 | $53,782,335 | 7.12% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,068,057 | $48,724,774 | 6.45% |