McGlone Suttner Wealth Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$469M
Signature - Title
Thomas J. Suttner - President
Location
3501 E Evergreen Drive Ste. A, Appleton, WI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 163 $469M +$41.4M -$53.8M -$12.4M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 7/18/2024, 11:39 AM
Q1 2024 167 $533M +$60.8M -$62.2M -$1.45M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 4/18/2024, 11:22 AM
Q4 2023 814 $506M +$43.2M -$9.48M +$33.7M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 1/18/2024, 02:58 PM
Q3 2023 139 $431M +$45.9M -$12.8M +$33.1M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 10/19/2023, 04:49 PM
Q2 2023 151 $438M +$36.1M -$3.25M +$32.9M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 7/25/2023, 12:02 PM
Q1 2023 139 $389M +$68.7M -$5.24M +$63.5M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 4/20/2023, 02:55 PM
Q4 2022 132 $315M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 2/9/2023, 01:46 PM