Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCGLONE SUTTNER WEALTH MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 167 | 533,087,834 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $111,436,989 | 3,487,856 | 0.02 | 0.03 | -1,112,406 | -24.18 | 03-31-2024 |
| ISHARES TR | CORE S&P US VLU | 2 | $49,165,530 | 543,626 | 0.01 | 0.01 | 3,490 | 0.65 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $40,003,071 | 644,587 | 0.01 | 0.01 | -2,533 | -0.39 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 4 | $36,959,007 | 412,950 | 0.01 | 0.00 | 398,060 | 2673.34 | 03-31-2024 |
