Instuitional Investor - Mcglone Suttner Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mcglone Suttner Wealth Management, Inc.
Portfolio Value $852,422,334
Filing Period:
No. Security Ticker Shares Value % Port
1. DFAC 3,821,991 $169,543,507 19.89%
2. IEF 664,617 $73,207,578 8.59%
3.
American Centy Etf Tr - US EQT ETF
528,975 $67,751,109 7.95%
4. SCHD 2,101,313 $61,841,652 7.25%
5.
Fidelity Merrimack Str Tr - TOTAL BD ETF
1,114,382 $50,693,232 5.95%