Kerntke Otto McGlone Wealth Management Group
Q2 2025 13F Holdings
- Locationappleton, WI
- Num holdings
85
- Value ($000)
$126,175
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $25.76M | 20 % | 84,742 | ||
FFSM FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | 316092295 | $13.67M | 11 % | 502,919 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $12.17M | 10 % | 190,330 | ||
IBTG ISHARES TR | IBONDS 26 TRM TS | 46436E858 | $5.56M | 4 % | 242,524 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.05M | 3 % | 112,877 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $3.42M | 3 % | 154,671 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.20M | 3 % | 6,438 | ||
REGL PROSHARES TR | S&P MDCP 400 DIV | 74347B680 | $3.14M | 3 % | 38,463 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $3.13M | 3 % | 26,720 | ||
IBTF ISHARES TR | IBONDS 25 TRM TS | 46436E866 | $2.95M | 2 % | 126,103 |
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