| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 17.5% |
| ISHARES TR | 16 | Q3 2023 | 14.5% |
| ISHARES TR | 16 | Q3 2023 | 13.8% |
| MICROSOFT CORP | 16 | Q3 2023 | 8.9% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 6.1% |
| ISHARES TR | 16 | Q3 2023 | 3.8% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 4.2% |
| ISHARES TR | 16 | Q3 2023 | 3.4% |
| ISHARES TR | 16 | Q3 2023 | 5.1% |
| APPLE INC | 16 | Q3 2023 | 2.0% |
View Kerntke Otto McGlone Wealth Management Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Kerntke Otto McGlone Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.