| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 27.8% |
| ISHARES TR | 4 | Q3 2023 | 9.2% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 7.5% |
| FIDELITY MERRIMACK STR TR | 4 | Q3 2023 | 7.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.1% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| FIDELITY COVINGTON TRUST | 4 | Q3 2023 | 3.3% |
| CAPITAL GROUP INTL FOCUS EQT | 4 | Q3 2023 | 2.7% |
| ISHARES INC | 4 | Q3 2023 | 2.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.1% |
View McGlone Suttner Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
View McGlone Suttner Wealth Management, Inc.'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.