Kerntke Otto McGlone Wealth Management Group

Q4 2019 13F Holdings Report, Stock Holdings

Signature - Title
James Mike Mc Glone - Senior Partner / Managing Member / CCO
Location
Appleton, WI
Holdings as of
31 Dec 2019
Value $
$118M
Num holdings
109
Filing time
21 Feb 2020, 10:36:43 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ITOT, PFF, VYM, IJR, and VNQ.
Next filing
Q1 2020 - 27 Apr 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
James Mike Mc Glone Senior Partner / Managing Member / CCO Appleton, Wisconsin 21 Feb 2020