Kerntke Otto Mc Glone Wealth Management Group Portfolio Holdings

Kerntke Otto Mc Glone Wealth Management Group has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $17.2M, Dimensional ETF Tr U S Core Eq with a value of $14.1M, Ishares Core S&P Mid Cap ETF with a value of $8.36M, Ishares Core S&P Sm Cap ETF with a value of $7.52M, and Dimensional ETF Tr Dimensional with a value of $6.34M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $107M to 118M.

Kerntke Otto Mc Glone Wealth Management Group is based out at Appleton, WI

Below you can find more details about Kerntke Otto Mc Glone Wealth Management Group portfolio as well as his latest detailed transactions.