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Home > Institutional Investor > Mcglone Suttner Wealth Management, Inc. > Profile

Instuitional Investor - Mcglone Suttner Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mcglone Suttner Wealth Management, Inc.
Portfolio Value $505,921,236
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 4,600,262 $134,465,652 26.57%
2.
Ishares Trust
 IEF 540,136 $45,549,710 9%
3.
Schwab Strategic Trust
 FNDF 647,120 $36,497,542 7.21%
4.
Fidelity Merrimack Str Tr
 764,037 $35,176,272 6.95%
5.
Capital Grp Fixed Incm Etf T
 1,044,766 $23,710,958 4.68%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)