Kerntke Otto McGlone Wealth Management Group

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    appleton, WI
  • CIK
    0001804116
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

77

$135.44M
DGRO, DFAC, IJH, IJR
13F-HR
Feb 14, 2025
000108514625001640

77

$119.93M
DGRO, DFAC, IJH, IJR
13F-HR
Nov 12, 2024
000108514624005531

72

$107.06M
DGRO, DFAC, IJH, IJR
13F-HR
Aug 14, 2024
000108514624003847

70

$101.58M
DGRO, DFAC, IJH, IJR
13F-HR
May 10, 2024
000108514624002378

64

$100.18M
HDV, DFAC, IJH, IBTE
13F-HR
Feb 6, 2024
000108514624000765

61

$96.98M
IBTD, HDV, DFAC, IJH
13F-HR
Nov 13, 2023
000108514623004263

62

$102.14M
IBTD, HDV, IJH, DFAC
13F-HR
Aug 9, 2023
000108514623003184

63

$97.22M
IBTD, HDV, IJH, DFAC
13F-HR
May 4, 2023
000108514623002057

128

$86.96M
IBTD, IJH, HDV, IJR
13F-HR
Feb 15, 2023
000139834423003472

51

$66.41M
VTIP, IJH, HDV, IJR
13F-HR
Nov 14, 2022
000180411622000004

53

$67.03M
VTIP, IJH, IJR, VTI
13F-HR
Aug 12, 2022
000180411622000003

35

$43.72M
IJR, IJH, VTIP, VIG
13F-HR
May 16, 2022
000180411622000002

71

$82.11M
ITOT, IJR, PFF, IJH
13F-HR
Feb 14, 2022
000180411622000001

37

$33.56M
IJR, BSV, MSFT, IJH
13F-HR
Nov 9, 2021
000180411621000004

135

$250.62M
FBND, SCHX, IUSV, ITOT
13F-HR
Aug 4, 2021
000180411621000003

127

$190.59M
ITOT, IUSV, IJR, MINT
13F-HR
May 14, 2021
000180411621000002

122

$169.28M
ITOT, BND, IJR, VIG
13F-HR
Feb 12, 2021
000180411621000001

111

$136.26M
BND, ITOT, IJR, VIG
13F-HR
Nov 12, 2020
000180411620000006

105

$109.61M
ITOT, VYM, IJR, PFF
13F-HR
Jul 31, 2020
000180411620000005

90

$89.30M
ITOT, VYM, PFF, IJR
13F-HR
Apr 27, 2020
000180411620000004

109

$118.38M
ITOT, PFF, VYM, IJR
13F-HR
Feb 21, 2020
000180411620000002
Kerntke Otto Mcglone Wealth Management Group 13F Filings