McGlone Suttner Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $2.05M | 0.3% |
| EXXON MOBIL CORP | $2.05M | 0.3% |
| CAPITAL GRP FIXED INCM ETF T | $2.06M | 0.3% |
| Tesla Inc | $2.15M | 0.3% |
| JOHNSON & JOHNSON | $2.23M | 0.3% |
| ISHARES TR | $2.27M | 0.3% |
| iShares MSCI UAE ETF | $2.30M | 0.3% |
| ISHARES TR | $2.35M | 0.3% |
| CATERPILLAR INC | $2.47M | 0.3% |
| Broadcom Inc. | $2.49M | 0.3% |
| Walmart Inc. | $2.51M | 0.3% |
| ISHARES TR | $2.52M | 0.3% |
| Amazon.com Inc | $2.65M | 0.4% |
| AbbVie Inc. | $2.68M | 0.4% |
| ISHARES TR | $2.78M | 0.4% |
| VANGUARD INDEX FDS | $2.92M | 0.4% |
| Meta Platforms Inc | $3.14M | 0.4% |
| JPMORGAN CHASE & CO | $3.40M | 0.5% |
| ISHARES TR | $3.84M | 0.5% |
| ISHARES TR | $3.92M | 0.5% |
| VANGUARD WHITEHALL FDS | $5.58M | 0.8% |
| NVIDIA Corp | $5.74M | 0.8% |
| FIDELITY COVINGTON TRUST | $6.37M | 0.9% |
| Alphabet Inc. | $6.61M | 0.9% |
| VANGUARD SPECIALIZED FUNDS | $6.83M | 0.9% |
| Apple Inc. | $6.83M | 0.9% |
| MICROSOFT CORP | $7.42M | 1.0% |
| ISHARES TR | $12.25M | 1.6% |
| ISHARES TR | $13.36M | 1.8% |
| DIMENSIONAL ETF TRUST | $14.58M | 2.0% |
| ISHARES INC | $14.91M | 2.0% |
| FIDELITY COVINGTON TRUST | $21.21M | 2.9% |
| CAPITAL GROUP INTL FOCUS EQT | $21.65M | 2.9% |
| CAPITAL GRP FIXED INCM ETF T | $31.27M | 4.2% |
| DIMENSIONAL ETF TRUST | $36.56M | 4.9% |
| FIDELITY MERRIMACK STR TR | $46.84M | 6.3% |
| SCHWAB STRATEGIC TR | $57.05M | 7.7% |
| AMERICAN CENTY ETF TR | $57.63M | 7.8% |
| ISHARES TR | $66.02M | 8.9% |
| DIMENSIONAL ETF TRUST | $148.24M | 19.9% |