Kerntke Otto McGlone Wealth Management Group
Q4 2024 13F Holdings
- Locationappleton, WI
- Num holdings
77
- Value ($000)
$135,441
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001804116
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $17.18M | 13 % | 280,057 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.75M | 12 % | 455,196 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.73M | 6 % | 140,116 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.64M | 6 % | 66,332 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $7.27M | 5 % | 318,849 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $7.02M | 5 % | 301,108 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $6.23M | 5 % | 241,002 | ||
YLD PRINCIPAL EXCHANGE TRADED FD | ACTIVE HIGH YL | 74255Y102 | $5.34M | 4 % | 278,513 | ||
CLOZ SERIES PORTFOLIOS TR | PANAGRAM BBB B | 81752T528 | $5.32M | 4 % | 197,487 | ||
SEIX VIRTUS ETF TR II | SEIX SR LN ETF | 92790A405 | $4.98M | 4 % | 208,032 |
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