Titelia

Holdings of McGlone Suttner Wealth Management, Inc.

180 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Technology 4.1 %
  • Financials 2.3 %
  • Industrials 1.7 %
  • Funds 1.6 %
  • Communication 1.6 %
  • Health care 1.6 %
  • Consumer staples 1.4 %
  • Consumer discretionary 1.1 %
  • Energy 0.7 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 83.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US180750.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 3,783,233147M $
2iShares Trust 653,30266.8M $
3Avantis US Equity ETF 522,31758.1M $
4Schwab U.S. Large-Cap ETF 2,097,59553.8M $
5Fidelity Total Bond ETF 1,068,05748.7M $
6Dimensional International Value ETF 704,00837.2M $
7Capital Group Core Plus Income ETF 1,431,48932M $
8Capital Group International Focus Equity ETF 706,87120.8M $
9Fidelity Covington Trust 436,36116.2M $
10iShares Core MSCI Emerging Markets ETF 231,12616.1M $
11Dimensional U S Small Cap ETF 219,20715.6M $
12iShares Core U.S. Aggregate Bond ETF 130,59013M $
13Vanguard Intermediate-Term Corporate Bond ETF 153,94212.7M $
14Fidelity Enhanced Large Cap Growth ETF 257,7039.7M $
15Apple Inc 26,7506.8M $
16VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 31,0766.7M $
17Fidelity Covington Trust 111,3446.2M $
18Alphabet Inc 21,0836.1M $
19Microsoft Corp 16,1396M $
20Vanguard High Dividend Yield E 39,0295.8M $
21NVIDIA Corp 31,5085.5M $
22FIDELITY COVINGTON TRUST 73,1815.1M $
23iShares iBonds Dec 2026 Term C 168,5784.1M $
24iShares Core S&P Mid-Cap ETF 58,1323.9M $
25JPMorgan Chase & Co 10,2553M $
26Exxon Mobil Corp 17,5843M $
27Caterpillar Inc 4,0712.9M $
28Walmart Inc 23,1422.9M $
29Vanguard Total Stock Market ETF 8,8162.8M $
30Johnson & Johnson 11,0712.7M $
31iShares Core S&P Small-Cap ETF 21,3712.7M $
32Meta Platforms Inc 4,5992.6M $
33AbbVie Inc 11,9872.6M $
34iShares iBonds Dec 2027 Term C 104,3662.5M $
35Amazon.com Inc 11,9682.5M $
36iShares Core S&P 500 ETF 3,6882.4M $
37Applied Materials Inc 6,8712.3M $
38iShares iBonds Dec 2033 Term C 89,4182.3M $
39Broadcom Inc 7,3532.3M $
40iShares iBonds Dec 2028 Term C 87,9442.2M $
41iShares Core S&P Total U.S. Stock Market ETF 15,4802.2M $
42CAPITAL GROUP MUNICIPAL INCOME ETF 78,8572.1M $
43iShares Trust 9,3042M $
44Cisco Systems, Inc. 25,5832M $
45State Street SPDR S&P Dividend ETF 13,5202M $
46Procter & Gamble Co/The 13,2221.9M $
47iShares Trust 16,5011.9M $
48Tesla Inc 4,8161.8M $
49Vanguard Index Funds 7,8211.7M $
50Parker-Hannifin Corp 1,8501.7M $
51Merck & Co Inc 13,2831.6M $
52Vanguard Tax-Exempt Bond Index ETF 31,0601.5M $
53Fidelity Covington Trust 30,6811.5M $
54Berkshire Hathaway Inc 3,2071.5M $
55iShares iBonds Dec 2031 Term C 73,2691.5M $
56iShares iBonds Dec 2029 Term C 65,7131.5M $
57MetLife Inc 21,5181.5M $
58Bank of America Corp 31,0961.5M $
59Home Depot Inc/The 4,5801.5M $
60iShares Investment Grade Systematic Bond ETF 31,4231.4M $
61Coca-Cola Co/The 18,4661.4M $
62Schwab US Dividend Equity ETF 45,6621.4M $
63McDonald's Corp. 4,4201.4M $
64General Dynamics Corp 3,8921.3M $
65WEC Energy Group Inc 11,4301.3M $
66iShares iBonds Dec 2032 Term C 49,4261.2M $
67Philip Morris International Inc. 7,4791.2M $
68PepsiCo Inc 7,7301.2M $
69ConocoPhillips 9,0271.2M $
70Wells Fargo & Co 14,5941.2M $
71CSX Corp 27,3611.1M $
72Bank of New York Mellon Corp/The 9,4601.1M $
73Blackrock Inc 1,1501.1M $
74EMCOR Group Inc 1,4821.1M $
75International Business Machines Corp. 4,3031M $
76iShares Core MSCI EAFE ETF 11,4051M $
77Eli Lilly & Co 1,1161M $
78Prudential Financial, Inc. 10,203996.7K $
79iShares iBonds Dec 2030 Term C 45,361993K $
80Verizon Communications Inc 19,765992.2K $
81iShares Russell 3000 ETF 2,580956.4K $
82Kinder Morgan, Inc. 28,393952K $
83iShares Trust 4,472944.3K $
84Prologis Inc 6,966920.7K $
85US Bancorp 17,689920K $
86Southern Co/The 9,480915K $
87State Street Utilities Select Sector SPDR ETF 19,898913.1K $
88AT&T Inc 31,158903.3K $
89Abbott Laboratories 8,194841.2K $
90WP Carey Inc 12,212830K $
91American Express Co 2,670807.6K $
92American Electric Power Co Inc 6,149806.1K $
93Chevron Corp 3,790784.2K $
94Palantir Technologies Inc 5,079743K $
95Vanguard World Fund 2,721741K $
96QUALCOMM Inc 5,190668.4K $
97Cardinal Health, Inc. 3,153666.2K $
98Hartford Insurance Group Inc/The 4,902663K $
99Nicolet Bankshares Inc 4,459662.7K $
100Oshkosh Corp 4,475658.7K $