McGlone Suttner Wealth Management, Inc. Q1 2025 Filing

Filed April 29, 2025

Portfolio Value

$609.4B

Holdings

189

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (189 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	3,585,004	$118.3B	19.41%
2	IUSVISHARES TR	594,098	$54.8B	9.00%
3	SCHXSCHWAB STRATEGIC TR	2,018,017	$44.6B	7.31%
4	AVUSAMERICAN CENTY ETF TR	476,382	$44.0B	7.22%
5	FBNDFIDELITY MERRIMACK STR TR	931,524	$42.5B	6.98%
6	CGCPCAPITAL GRP FIXED INCM ETF T	1,256,274	$28.2B	4.63%
7	DFIVDIMENSIONAL ETF TRUST	708,766	$27.9B	4.58%
8	FHLCFIDELITY COVINGTON TRUST	259,445	$17.7B	2.91%
9	CGXUCAPITAL GROUP INTL FOCUS EQT	678,218	$16.6B	2.72%
10	IGEBISHARES TR	262,288	$11.8B	1.94%
11	DFASDIMENSIONAL ETF TRUST	194,342	$11.6B	1.91%
12	IEMGISHARES INC	207,246	$11.2B	1.84%
13	AGGISHARES TR	109,682	$10.8B	1.78%
14	VIGVANGUARD SPECIALIZED FUNDS	31,577	$6.1B	1.01%
15	MSFTMICROSOFT CORP	16,094	$6.0B	0.99%
16	FDVVFIDELITY COVINGTON TRUST	112,368	$5.6B	0.91%
17	VYMVANGUARD WHITEHALL FDS	40,619	$5.2B	0.86%
18	AAPLAPPLE INC	23,195	$5.2B	0.85%
19	IJHISHARES TR	60,381	$3.5B	0.58%
20	NVDANVIDIA CORPORATION	31,438	$3.4B	0.56%
21	IBDQISHARES TR	134,764	$3.4B	0.56%
22	GOOGLALPHABET INC	19,301	$3.0B	0.49%
23	IBDRISHARES TR	113,187	$2.7B	0.45%
24	JPMJPMORGAN CHASE & CO.	10,449	$2.6B	0.42%
25	PGPROCTER AND GAMBLE CO	14,736	$2.5B	0.41%
26	METAMETA PLATFORMS INC	4,118	$2.4B	0.39%
27	ABBVABBVIE INC	11,044	$2.3B	0.38%
28	IJRISHARES TR	21,666	$2.3B	0.37%
29	AMZNAMAZON COM INC	11,825	$2.2B	0.37%
30	VTIVANGUARD INDEX FDS	7,803	$2.1B	0.35%
31	IBDYISHARES TR	83,092	$2.1B	0.35%
32	IVVISHARES TR	3,415	$1.9B	0.31%
33	ITOTISHARES TR	15,670	$1.9B	0.31%
34	SDYSPDR SER TR	13,922	$1.9B	0.31%
35	WMTWALMART INC	21,126	$1.9B	0.30%
36	XOMEXXON MOBIL CORP	15,442	$1.8B	0.30%
37	HDHOME DEPOT INC	4,606	$1.7B	0.28%
38	CGMUCAPITAL GRP FIXED INCM ETF T	62,070	$1.7B	0.27%
39	IBDSISHARES TR	68,325	$1.7B	0.27%
40	JNJJOHNSON & JOHNSON	9,871	$1.6B	0.27%
41	VBRVANGUARD INDEX FDS	8,432	$1.6B	0.26%
42	VTEBVANGUARD MUN BD FDS	31,358	$1.6B	0.26%
43	IVWISHARES TR	16,507	$1.5B	0.25%
44	IBDTISHARES TR	59,698	$1.5B	0.25%
45	METMETLIFE INC	18,578	$1.5B	0.24%
46	BRK/BBERKSHIRE HATHAWAY INC DEL	2,660	$1.4B	0.23%
47	SPYVSPDR SER TR	27,245	$1.4B	0.23%
48	CSCOCISCO SYS INC	22,193	$1.4B	0.22%
49	MRKMERCK & CO INC	15,063	$1.4B	0.22%
50	CATCATERPILLAR INC	3,968	$1.3B	0.21%
51	MCDMCDONALDS CORP	4,174	$1.3B	0.21%
52	IBDWISHARES TR	61,890	$1.3B	0.21%
53	KOCOCA COLA CO	17,296	$1.2B	0.20%
54	FFLGFIDELITY COVINGTON TRUST	55,331	$1.2B	0.20%
55	WECWEC ENERGY GROUP INC	11,219	$1.2B	0.20%
56	COPCONOCOPHILLIPS	11,568	$1.2B	0.20%
57	BACBANK AMERICA CORP	28,502	$1.2B	0.20%
58	ABTABBOTT LABS	8,966	$1.2B	0.20%
59	SCHDSCHWAB STRATEGIC TR	41,014	$1.1B	0.19%
60	UNHUNITEDHEALTH GROUP INC	2,181	$1.1B	0.19%
61	FBCGFIDELITY COVINGTON TRUST	28,507	$1.1B	0.19%
62	TSLATESLA INC	4,395	$1.1B	0.19%
63	IBDXISHARES TR	44,691	$1.1B	0.18%
64	SPYGSPDR SER TR	13,850	$1.1B	0.18%
65	PEPPEPSICO INC	7,195	$1.1B	0.18%
66	AVGOBROADCOM INC	6,268	$1.0B	0.17%
67	AQLTISHARES TR	13,706	$1.0B	0.17%
68	AMATAPPLIED MATLS INC	7,020	$1.0B	0.17%
69	4I1PHILIP MORRIS INTL INC	6,072	$963.8M	0.16%
70	VHTVANGUARD WORLD FD	3,493	$924.7M	0.15%
71	CVXCHEVRON CORP NEW	5,515	$922.6M	0.15%
72	NFLXNETFLIX INC	975	$909.2M	0.15%
73	BLKBLACKROCK INC	953	$902.1M	0.15%
74	WFCWELLS FARGO CO NEW	12,551	$901.0M	0.15%
75	AXPAMERICAN EXPRESS CO	3,348	$900.9M	0.15%
76	PHPARKER-HANNIFIN CORP	1,476	$897.0M	0.15%
77	LLYELI LILLY & CO	1,052	$869.0M	0.14%
78	PRUPRUDENTIAL FINL INC	7,763	$866.9M	0.14%
79	IVEISHARES TR	4,472	$852.3M	0.14%
80	IBMINTERNATIONAL BUSINESS MACHS	3,410	$847.9M	0.14%
81	CRMSALESFORCE INC	3,053	$819.2M	0.13%
82	GDGENERAL DYNAMICS CORP	2,998	$817.3M	0.13%
83	SOSOUTHERN CO	8,565	$787.5M	0.13%
84	XLUSELECT SECTOR SPDR TR	9,922	$782.3M	0.13%
85	BACVERIZON COMMUNICATIONS INC	16,762	$760.3M	0.12%
86	IBDUISHARES TR	32,825	$759.2M	0.12%
87	QCOMQUALCOMM INC	4,605	$707.3M	0.12%
88	BKBANK NEW YORK MELLON CORP	8,161	$684.5M	0.11%
89	HIGHARTFORD INSURANCE GROUP INC	5,532	$684.4M	0.11%
90	TAT&T INC	23,902	$676.0M	0.11%
91	WPCWP CAREY INC	10,071	$635.6M	0.10%
92	AEPAMERICAN ELEC PWR CO INC	5,794	$633.1M	0.10%
93	PLTRPALANTIR TECHNOLOGIES INC	7,314	$617.3M	0.10%
94	AJGGALLAGHER ARTHUR J & CO	1,748	$603.4M	0.10%
95	USBUS BANCORP DEL	14,179	$598.6M	0.10%
96	KMIKINDER MORGAN INC DEL	20,956	$597.9M	0.10%
97	IBDVISHARES TR	26,671	$579.3M	0.10%
98	KMBKIMBERLY-CLARK CORP	4,061	$577.6M	0.09%
99	PLDPROLOGIS INC.	5,157	$576.5M	0.09%
100	COSTCOSTCO WHSL CORP NEW	607	$574.4M	0.09%

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