Kerntke Otto McGlone Wealth Management Group 13F Holdings
CIK 02820172 · Appleton, WI
As of Sep 30, 2022, Kerntke Otto McGlone Wealth Management Group reported 51 positions worth $66.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 130,638 | $6.3K | 9.46% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 27,489 | $6.0K | 9.07% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 58,241 | $5.3K | 8.01% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 60,861 | $5.3K | 7.99% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 22,822 | $4.1K | 6.17% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 40,198 | $3.2K | 4.81% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 71,506 | $3.2K | 4.79% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 48,381 | $2.5K | 3.84% |
| ISHARES PREFERRED & INCOME S | PFF | — | 78,910 | $2.5K | 3.76% |
| MICROSOFT CORP | MSFT | Technology | 9,790 | $2.3K | 3.43% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 14,405 |