HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
3,487,856 | -1,112,406 | $111,437 |
| DFAC | 3,487,856 | -1,112,406 | $111,437 |
| ISHARES TR (IUSV) |
543,626 | +3,490 | $49,166 |
| IUSV | 543,626 | +3,490 | $49,166 |
| SCHWAB STRATEGIC TR |
644,587 | -2,533 | $40,003 |
| SCHX | 644,587 | -2,533 | $40,003 |
| AMERICAN CENTY ETF TR (AVUS) |
412,950 | +398,060 | $36,959 |
| AVUS | 412,950 | +398,060 | $36,959 |
| FIDELITY MERRIMACK STR TR |
793,290 | +29,253 | $35,944 |
| FBND | 793,290 | +29,253 | $35,944 |
| CAPITAL GRP FIXED INCM ETF T (CGCP) |
1,070,878 | +26,112 | $24,052 |
| CGCP | 1,070,878 | +26,112 | $24,052 |
| DIMENSIONAL ETF TRUST (DFIV) |
639,121 | +80,817 | $23,488 |
| DFIV | 639,121 | +80,817 | $23,488 |
| FIDELITY COVINGTON TRUST |
231,034 | -3,627 | $16,119 |
| FHLC | 231,034 | -3,627 | $16,119 |
| CAPITAL GROUP INTL FOCUS EQT |
584,651 | +29,392 | $15,072 |
| CGXU | 584,651 | +29,392 | $15,072 |
| DIMENSIONAL ETF TRUST (DFAS) |
172,794 | -6,334 | $10,772 |
| DFAS | 172,794 | -6,334 | $10,772 |
| ISHARES INC (IEMG) |
190,295 | -5,054 | $9,819 |
| IEMG | 190,295 | -5,054 | $9,819 |
| ISHARES TR (IGEB) |
215,481 | +81,527 | $9,664 |
| IGEB | 215,481 | +81,527 | $9,664 |
| ISHARES TR (AGG) |
90,494 | +5,079 | $8,863 |
| AGG | 90,494 | +5,079 | $8,863 |
| MICROSOFT CORP |
15,242 | +662 | $6,413 |
| MSFT | 15,242 | +662 | $6,413 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
34,757 | -349 | $6,347 |
| VIG | 34,757 | -349 | $6,347 |
| VANGUARD WHITEHALL FDS (VYM) |
43,658 | -1,900 | $5,282 |
| VYM | 43,658 | -1,900 | $5,282 |
| FIDELITY COVINGTON TRUST |
108,324 | -1,077 | $4,908 |
| FDVV | 108,324 | -1,077 | $4,908 |
| ISHARES TR (IJH) |
60,130 | +47,490 | $3,652 |
| IJH | 60,130 | +47,490 | $3,652 |
| APPLE INC |
21,012 | -698 | $3,603 |
| AAPL | 21,012 | -698 | $3,603 |
| NVIDIA CORPORATION |
3,095 | +307 | $2,797 |
| NVDA | 3,095 | +307 | $2,797 |
| ALPHABET INC |
17,511 | +1,160 | $2,643 |
| GOOGL | 17,511 | +1,160 | $2,643 |
| ISHARES TR (IJR) |
21,214 | -580 | $2,345 |
| IJR | 21,214 | -580 | $2,345 |
| ISHARES TR (IBDP) |
91,041 | +9,088 | $2,281 |
| IBDP | 91,041 | +9,088 | $2,281 |
| PROCTER AND GAMBLE CO |
12,721 | +562 | $2,064 |
| PG | 12,721 | +562 | $2,064 |
| SPDR SER TR (SDY) |
14,676 | UNCH | $1,926 |
| SDY | 14,676 | UNCH | $1,926 |
| ISHARES TR (IBDY) |
75,103 | +6,024 | $1,914 |
| IBDY | 75,103 | +6,024 | $1,914 |
| VANGUARD INDEX FDS (VTI) |
7,268 | -405 | $1,889 |
| VTI | 7,268 | -405 | $1,889 |
| ISHARES TR (IBDQ) |
75,804 | +17,278 | $1,881 |
| IBDQ | 75,804 | +17,278 | $1,881 |
| ABBVIE INC |
10,301 | +1,255 | $1,876 |
| ABBV | 10,301 | +1,255 | $1,876 |
| ISHARES TR (IBDR) |
76,638 | +20,968 | $1,828 |
| IBDR | 76,638 | +20,968 | $1,828 |
| ISHARES TR (ITOT) |
15,766 | -1,774 | $1,818 |
| ITOT | 15,766 | -1,774 | $1,818 |
| AMAZON COM INC |
9,845 | +1,286 | $1,776 |
| AMZN | 9,845 | +1,286 | $1,776 |
| META PLATFORMS INC |
3,598 | +456 | $1,747 |
| META | 3,598 | +456 | $1,747 |
| JPMORGAN CHASE &CO |
8,710 | +993 | $1,745 |
| JPM | 8,710 | +993 | $1,745 |
| APPLIED MATLS INC |
8,277 | -69 | $1,707 |
| AMAT | 8,277 | -69 | $1,707 |
| MERCK &CO INC |
12,890 | +1,849 | $1,701 |
| MRK | 12,890 | +1,849 | $1,701 |
| VANGUARD INDEX FDS (VBR) |
8,793 | -967 | $1,687 |
| VBR | 8,793 | -967 | $1,687 |
| VANGUARD MUN BD FDS (VTEB) |
33,113 | -13,098 | $1,676 |
| VTEB | 33,113 | -13,098 | $1,676 |
| CAPITAL GRP FIXED INCM ETF T (CGMU) |
58,425 | +49,775 | $1,578 |
| CGMU | 58,425 | +49,775 | $1,578 |
| ISHARES TR (IVW) |
17,991 | -1,449 | $1,519 |
| IVW | 17,991 | -1,449 | $1,519 |
| EXXON MOBIL CORP |
12,809 | +631 | $1,489 |
| XOM | 12,809 | +631 | $1,489 |
| CHEVRON CORP NEW |
9,411 | +901 | $1,485 |
| CVX | 9,411 | +901 | $1,485 |
| ISHARES TR (IVV) |
2,825 | -26 | $1,485 |
| IVV | 2,825 | -26 | $1,485 |
| HOME DEPOT INC |
3,681 | +437 | $1,412 |
| HD | 3,681 | +437 | $1,412 |
| CATERPILLAR INC |
3,737 | +555 | $1,369 |
| CAT | 3,737 | +555 | $1,369 |
| ISHARES TR (IEFA) |
18,212 | -4,691 | $1,352 |
| IEFA | 18,212 | -4,691 | $1,352 |
| JOHNSON &JOHNSON |
8,516 | +464 | $1,347 |
| JNJ | 8,516 | +464 | $1,347 |
| CONOCOPHILLIPS |
9,795 | +1,499 | $1,247 |
| COP | 9,795 | +1,499 | $1,247 |
| VANGUARD WORLD FD (VHT) |
4,482 | -189 | $1,213 |
| VHT | 4,482 | -189 | $1,213 |
| SCHWAB STRATEGIC TR |
14,584 | -1,014 | $1,176 |
| SCHD | 14,584 | -1,014 | $1,176 |
See Full List: All Stocks Held By McGlone Suttner Wealth Management Inc.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McGlone Suttner Wealth Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $533,088 At 12/31/2023: $505,914 McGlone Suttner Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McGlone Suttner Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings |
