StockDriftsStockDriftsTop 50 McGlone Suttner Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 19.47% | 3.78M | $147.0M | +1.04%(+38.96K) | $28.35(+52.48%) | 2026-03-31 | |
| IUSV | ISHARES TR | 8.85% | 653.3K | $66.8M | +1.46%(+9.43K) | $77.40(+40.44%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 7.69% | 522.3K | $58.1M | +1.31%(+6.74K) | $94.27(+32.68%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 7.12% | 2.10M | $53.8M | -1.05%(-22.33K) | $17.22(+69.44%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.45% | 1.07M | $48.7M | +4.99%(+50.72K) | $45.24(+0.60%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.92% | 704.0K | $37.2M | -3.90%(-28.61K) | $32.02(+73.77%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.23% | 1.43M | $32.0M | +3.66%(+50.50K) | $22.20(+0.57%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 2.76% | 706.9K | $20.8M | -3.52%(-25.80K) | $22.54(+48.86%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 2.15% | 436.4K | $16.2M | new | $36.89(+8.40%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.13% | 231.1K | $16.1M | +4.19%(+9.29K) | $50.09(+63.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.46% | +38.46% |
| Top 20 Holdings Unweighted | +11.85% | +39.92% |
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