McGlone Suttner Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Appleton, WI
CIK
0001964819
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 168 480,895 DFAC, IUSV, SCHX, AVUS 13F-HR 10/10/2024 000196481924000004
Q2 2024 163 486,717 DFAC, IUSV, SCHX, FBND 13F-HR 7/18/2024 000196481924000003
Q1 2024 167 533,087 DFAC, IUSV, SCHX, AVUS 13F-HR 4/18/2024 000196481924000002
Q4 2023 854 505,921 DFAC, IUSV, SCHX, FBND 13F-HR 1/18/2024 000196481924000001
Q3 2023 140 431,466 DFAC, IUSV, SCHX, FBND 13F-HR 10/19/2023 000196481923000004
Q2 2023 151 438,010 DFAC, IUSV, SCHX, FBND 13F-HR 7/25/2023 000196481923000003
Q1 2023 139 389,019 DFAC, IUSV, SCHX, FBND 13F-HR 4/20/2023 000196481923000002
Q4 2022 132 315,203 DFAC, IUSV, SCHX, FBND 13F-HR 2/9/2023 000196481923000001