Chief Compliance Officer

0001964819-23-000002.txt : 20230420 0001964819-23-000002.hdr.sgml : 20230420 20230420145545 ACCESSION NUMBER: 0001964819-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230420 DATE AS OF CHANGE: 20230420 EFFECTIVENESS DATE: 20230420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McGlone Suttner Wealth Management, Inc. CENTRAL INDEX KEY: 0001964819 IRS NUMBER: 264537477 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22874 FILM NUMBER: 23832741 BUSINESS ADDRESS: STREET 1: 3501 E EVERGREEN DRIVE STE. A CITY: APPLETON STATE: WI ZIP: 54913 BUSINESS PHONE: 920-882-5299 MAIL ADDRESS: STREET 1: 3501 E EVERGREEN DRIVE STE. A CITY: APPLETON STATE: WI ZIP: 54913 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001964819 XXXXXXXX 03-31-2023 03-31-2023 false McGlone Suttner Wealth Management, Inc.

3501 E Evergreen Drive Ste. A Appleton WI 54913

13F HOLDINGS REPORT 028-22874 000149830 801-112692 N Thomas J. Suttner Chief Compliance Officer 920-882-5299 /s/ Thomas J. Suttner Appleton WI 04-20-2023 0 139 389019129 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 879678 8686 SH SOLE 0 0 587 ABBVIE INC COM 00287Y109 1339527 8408 SH SOLE 0 0 23 ALPHABET INC CAP STK CL A 02079K305 1655325 15958 SH SOLE 0 0 170 ALTRIA GROUP INC COM 02209S103 244209 5475 SH SOLE 0 0 89 AMAZON COM INC COM 023135106 644508 6240 SH SOLE 0 0 205 AMERICAN ELEC PWR CO INC COM 025537101 211298 2322 SH SOLE 0 0 157 AMERICAN EXPRESS CO COM 025816109 336455 2039 SH SOLE 0 0 16 APPLE INC COM 037833100 3994196 24221 SH SOLE 0 0 58 APPLIED MATLS INC COM 038222105 845142 6879 SH SOLE 0 0 31 GALLAGHER ARTHUR J & CO COM 363576109 360698 1884 SH SOLE 0 0 57 AT&T INC COM 00206R102 341410 17735 SH SOLE 0 0 286 BANK AMERICA CORP COM 060505104 515981 18041 SH SOLE 0 0 135 BANK FIRST CORP COM 06211J100 358703 4875 SH SOLE 0 0 4875 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 959040 3106 SH SOLE 0 0 200 BLACKROCK INC COM 09247X101 422651 629 SH SOLE 0 0 4 BRISTOL-MYERS SQUIBB CO COM 110122108 570635 8233 SH SOLE 0 0 56 BROADCOM INC COM 11135F101 336455 521 SH SOLE 0 0 14 CADENCE DESIGN SYSTEM INC COM 127387108 258622 1231 SH SOLE 0 0 177 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 10682956 460648 SH SOLE 0 0 27 CATERPILLAR INC COM 149123101 583495 2549 SH SOLE 0 0 53 CELANESE CORP DEL COM 150870103 222378 2041 SH SOLE 0 0 38 CHEVRON CORP NEW COM 166764100 1245719 7633 SH SOLE 0 0 63 CISCO SYS INC COM 17275R102 836106 15994 SH SOLE 0 0 122 COCA COLA CO COM 191216100 922355 14871 SH SOLE 0 0 146 COMCAST CORP NEW CL A 20030N101 231448 6104 SH SOLE 0 0 97 CONOCOPHILLIPS COM 20825C104 662218 6675 SH SOLE 0 0 127 COSTCO WHSL CORP NEW COM 22160K105 218886 440 SH SOLE 0 0 53 CROWN CASTLE INC COM 22822V101 246143 1840 SH SOLE 0 0 23 CSX CORP COM 126408103 276157 9223 SH SOLE 0 0 256 CVS HEALTH CORP COM 126650100 291624 3926 SH SOLE 0 0 305 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 15032633 466410 SH SOLE 0 0 185 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 102788269 4034085 SH SOLE 0 0 1976 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 210944 4748 SH SOLE 0 0 2615 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 7388819 140197 SH SOLE 0 0 110 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 587562 13204 SH SOLE 0 0 58 DISNEY WALT CO COM 254687106 284202 2838 SH SOLE 0 0 36 DOW INC COM 260557103 357152 6515 SH SOLE 0 0 132 EXXON MOBIL CORP COM 30231G102 1246297 11364 SH SOLE 0 0 65 FIDELITY COVINGTON TRUST BLUE CHIP GRWTH 316092352 489383 19221 SH SOLE 0 0 8206 FIDELITY MERRIMACK STR TR CORP BOND ETF 316188101 316224 6857 SH SOLE 0 0 172 FIDELITY COVINGTON TRUST FIDELITY GROWTH 316092337 528395 35872 SH SOLE 0 0 72 FIDELITY COVINGTON TRUST HIGH DIVID ETF 316092840 3264651 85730 SH SOLE 0 0 1180 FIDELITY MERRIMACK STR TR LTD TRM BD ETF 316188200 1871322 38615 SH SOLE 0 0 400 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 12379250 201380 SH SOLE 0 0 107 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 288127 2529 SH SOLE 0 0 1358 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 25060027 544770 SH SOLE 0 0 463 FORD MTR CO DEL COM 345370860 224596 17825 SH SOLE 0 0 752 GENERAL DYNAMICS CORP COM 369550108 211698 924 SH SOLE 0 0 63 GENERAL MLS INC COM 370334104 244000 2855 SH SOLE 0 0 300 GILEAD SCIENCES INC COM 375558103 297138 3581 SH SOLE 0 0 40 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 236097 13767 SH SOLE 0 0 8815 HERSHEY CO COM 427866108 261878 1028 SH SOLE 0 0 7 HIGH INCOME SECS FD SHS BEN INT 42968F108 188862 29055 SH SOLE 0 0 3500 HOME DEPOT INC COM 437076102 766635 2598 SH SOLE 0 0 54 HONEYWELL INTL INC COM 438516106 247988 1296 SH SOLE 0 0 13 ILLINOIS TOOL WKS INC COM 452308109 432443 1776 SH SOLE 0 0 79 INTEL CORP COM 458140100 340461 10422 SH SOLE 0 0 159 INTERNATIONAL BUSINESS MACHS COM 459200101 297755 2274 SH SOLE 0 0 10 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 441315 3051 SH SOLE 0 0 432 ISHARES TR CORE S&P500 ETF 464287200 1442869 3509 SH SOLE 0 0 64 ISHARES TR CORE S&P MCP ETF 464287507 3513405 14046 SH SOLE 0 0 150 ISHARES TR CORE S&P SCP ETF 464287804 2803513 28992 SH SOLE 0 0 504 ISHARES TR CORE S&P TTL STK 464287150 1803419 19918 SH SOLE 0 0 724 ISHARES TR CORE S&P US VLU 464287663 34553268 468311 SH SOLE 0 0 168 ISHARES TR IBONDS DEC23 ETF 46434VAX8 877823 34848 SH SOLE 0 0 352 ISHARES TR IBONDS DEC24 ETF 46434VBG4 1137439 46254 SH SOLE 0 0 1772 ISHARES TR IBONDS DEC25 ETF 46434VBD1 669714 27301 SH SOLE 0 0 831 ISHARES INC CORE MSCI EMKT 46434G103 8120418 166434 SH SOLE 0 0 186 ISHARES TR S&P 500 GRWT ETF 464287309 1537787 24069 SH SOLE 0 0 849 ISHARES TR S&P 500 VAL ETF 464287408 678691 4472 SH SOLE 0 0 2071 ISHARES TR SP SMCP600VL ETF 464287879 346808 3706 SH SOLE 0 0 1600 ISHARES TR BLACKROCK ULTRA 46434V878 512637 10200 SH SOLE 0 0 81 ISHARES TR CORE MSCI TOTAL 46432F834 691870 11169 SH SOLE 0 0 272 ISHARES TR EAFE GRWTH ETF 464288885 496747 5303 SH SOLE 0 0 1137 ISHARES TR IBDS DEC28 ETF 46435U515 348248 13963 SH SOLE 0 0 368 ISHARES TR IBONDS 27 ETF 46435UAA9 386381 16221 SH SOLE 0 0 6268 ISHARES TR IBONDS DEC2026 46435GAA0 586306 24708 SH SOLE 0 0 1298 ISHARES TR IBONDS DEC 2030 46436E726 287577 13357 SH SOLE 0 0 6926 ISHARES TR IBONDS DEC 2032 46436E312 287052 11450 SH SOLE 0 0 371 ISHARES TR IBONDS DEC 29 46436E205 309406 13523 SH SOLE 0 0 6522 ISHARES TR ISHS 1-5YR INVS 464288646 15859276 313795 SH SOLE 0 0 209 ISHARES TR CORE MSCI EAFE 46432F842 2310575 34564 SH SOLE 0 0 25 ISHARES TR IBONDS DEC 2031 46436E486 287063 13908 SH SOLE 0 0 451 HANCOCK JOHN PFD INCOME FD SH BEN INT 41013W108 354113 22132 SH SOLE 0 0 880 JOHNSON & JOHNSON COM 478160104 1057914 6827 SH SOLE 0 0 52 JPMORGAN CHASE & CO COM 46625H100 866685 6652 SH SOLE 0 0 107 KIMBERLY-CLARK CORP COM 494368103 1435569 10695 SH SOLE 0 0 232 KINDER MORGAN INC DEL COM 49456B101 222057 12681 SH SOLE 0 0 173 LOCKHEED MARTIN CORP COM 539830109 238326 501 SH SOLE 0 0 7 MCDONALDS CORP COM 580135101 1045082 3736 SH SOLE 0 0 20 MEDTRONIC PLC SHS G5960L103 228937 2838 SH SOLE 0 0 112 MERCK & CO INC COM 58933Y105 1434986 13493 SH SOLE 0 0 111 META PLATFORMS INC CL A 30303M102 569694 2688 SH SOLE 0 0 228 METLIFE INC COM 59156R108 584602 10089 SH SOLE 0 0 78 MICROSOFT CORP COM 594918104 4012405 13914 SH SOLE 0 0 649 MONDELEZ INTL INC CL A 609207105 288393 4135 SH SOLE 0 0 37 NEXTERA ENERGY INC COM 65339F101 490289 6360 SH SOLE 0 0 86 NICOLET BANKSHARES INC COM 65406E102 266513 4227 SH SOLE 0 0 64 NUVEEN AMT FREE MUN CR INC F COM 67071L106 878673 74591 SH SOLE 0 0 2826 NUVEEN AMT FREE QLTY MUN INC COM 670657105 492758 44313 SH SOLE 0 0 7000 NVIDIA CORPORATION COM 67066G104 708280 2549 SH SOLE 0 0 8 OSHKOSH CORP COM 688239201 441439 5308 SH SOLE 0 0 48 PALANTIR TECHNOLOGIES INC CL A 69608A108 84830 10039 SH SOLE 0 0 45 PEPSICO INC COM 713448108 1155834 6341 SH SOLE 0 0 39 PFIZER INC COM 717081103 497835 12201 SH SOLE 0 0 134 PHILIP MORRIS INTL INC COM 718172109 360772 3710 SH SOLE 0 0 61 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 448604 4520 SH SOLE 0 0 1 PROCTER AND GAMBLE CO COM 742718109 1622555 10914 SH SOLE 0 0 33 PRUDENTIAL FINL INC COM 744320102 334934 4048 SH SOLE 0 0 67 RAYTHEON TECHNOLOGIES CORP COM 75513E101 269394 2751 SH SOLE 0 0 34 SALESFORCE INC COM 79466L302 612611 3066 SH SOLE 0 0 279 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 27682430 572312 SH SOLE 0 0 141 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1199417 16394 SH SOLE 0 0 62 SOUTHERN CO COM 842587107 388690 5585 SH SOLE 0 0 116 SPDR S&P 500 ETF TR TR UNIT 78462F103 403995 987 SH SOLE 0 0 294 SPDR SER TR S&P DIVID ETF 78464A763 1819527 14707 SH SOLE 0 0 152 SYNOPSYS INC COM 871607107 253385 656 SH SOLE 0 0 18 TESLA INC COM 88160R101 992273 4783 SH SOLE 0 0 293 TEXAS INSTRS INC COM 882508104 311431 1672 SH SOLE 0 0 6 UNITEDHEALTH GROUP INC COM 91324P102 526869 1113 SH SOLE 0 0 30 US BANCORP DEL COM NEW 902973304 307979 8543 SH SOLE 0 0 86 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 868078 12825 SH SOLE 0 0 1075 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 363503 8047 SH SOLE 0 0 100 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1361655 5712 SH SOLE 0 0 21 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1533896 7516 SH SOLE 0 0 48 VANGUARD INDEX FDS VALUE ETF 922908744 212934 1542 SH SOLE 0 0 1542 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 315000 5890 SH SOLE 0 0 3604 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 265141 1977 SH SOLE 0 0 754 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4574455 90297 SH SOLE 0 0 252 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 351850 4237 SH SOLE 0 0 390 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20857804 273582 SH SOLE 0 0 56 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1758137 11074 SH SOLE 0 0 255 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5576057 36207 SH SOLE 0 0 531 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5589433 52985 SH SOLE 0 0 135 VERIZON COMMUNICATIONS INC COM 92343V104 493476 12689 SH SOLE 0 0 56 WALMART INC COM 931142103 946766 6419 SH SOLE 0 0 82 WEC ENERGY GROUP INC COM 92939U106 1318151 13907 SH SOLE 0 0 526 WELLS FARGO CO NEW COM 949746101 219024 5860 SH SOLE 0 0 3484 WP CAREY INC COM 92936U109 697256 9002 SH SOLE 0 0 82