Kerntke Otto McGlone Wealth Management Group
Q1 2025 13F Holdings
- Locationappleton, WI
- Num holdings
80
- Value ($000)
$114,514
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $20.68M | 18 % | 75,231 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $11.78M | 10 % | 190,659 | ||
FFSM FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | 316092295 | $10.72M | 9 % | 424,825 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $5.86M | 5 % | 255,570 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.79M | 4 % | 145,303 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $4.23M | 4 % | 180,820 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $3.19M | 3 % | 26,307 | ||
REGL PROSHARES TR | S&P MDCP 400 DIV | 74347B680 | $3.10M | 3 % | 38,493 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.72M | 2 % | 25,092 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $2.70M | 2 % | 136,358 |
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