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CIK 0002042617 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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=jivedata("marquette-associates-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| FLEXSHARES TR | CRE SLCT BD FD | $41K | 0.1%Prev: 0.1% | 1,822 SH | Decreased-225 SH |
| FLEXSHARES TR | FLEXSHARES ULTRA | $8K | 0.0%Prev: 0.0% | 105 SH | Decreased-13 SH |
| FLEXSHARES TR | HIG YLD VL ETF | $8K | 0.0%Prev: 0.0% | 198 SH | Decreased-26 SH |
| FLEXSHARES TR | IBOXX 3R TARGT | $23K | 0.0%Prev: 0.0% | 970 SH | Decreased-126 SH |
| FLEXSHARES TR | M STAR DEV MKT | $35K | 0.0%Prev: 0.0% | 375 SH | Decreased-49 SH |
| FLEXSHARES TR | MORNSTAR UPSTR | $5K | 0.0%Prev: 0.0% | 101 SH | Decreased-13 SH |
| FLEXSHARES TR | MORNSTAR USMKT | $19K | 0.0%Prev: 0.0% | 75 SH | Decreased-9 SH |
| FLEXSHARES TR | MSTAR EMKT FAC | $13K | 0.0%Prev: 0.0% | 206 SH | Decreased-29 SH |
| FLEXSHARES TR | STOXX GLOBR INF | $10K | 0.0%Prev: 0.0% | 166 SH | Decreased-22 SH |
| FLEXSHARES TR | US QUALITY CAP | $57K | 0.1%Prev: 0.1% | 701 SH | Decreased-90 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $227K | 0.3%Prev: 0.3% | 7,292 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.1M | 1.4% | 5,740 SH | New |
| ISHARES TR | CORE MSCI EAFE | $15.3M | 19.6%Prev: 18.5% | 171,209 SH | Decreased-5,303 SH |
| ISHARES TR | CORE S&P500 ETF | $208K | 0.3%Prev: 3.8% | 303 SH | Decreased-4,413 SH |
| ISHARES TR | CORE US AGGBD ET | $6.2M | 8.0%Prev: 7.5% | 62,542 SH | Decreased |
| ISHARES TR | ESG AWARE MSCI | $1.2M | 1.6% | 26,607 SH | New |
| ISHARES TR | MSCI EAFE ETF | $75K | 0.1%Prev: 0.3% | 777 SH | Decreased-2,039 SH |
| ISHARES TR | RUS 1000 ETF | $120K | 0.2%Prev: 0.3% | 321 SH | Decreased-471 SH |
| NEUBERGER BERMAN ETF TRUST | OPT STRATEGY ETF | $12.6M | 16.1%Prev: 14.9% | 462,368 SH | Increased |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $839K | 1.1%Prev: 1.0% | 31,993 SH | Decreased-1,149 SH |
| SPDR INDEX SHS FDS | MSCI EAFE FS ETF | $1.1M | 1.5%Prev: 1.3% | 22,731 SH | Increased+340 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $13.9M | 17.8%Prev: 13.1% | 20,390 SH | Increased+4,022 SH |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | $602K | 0.8%Prev: 0.8% | 13,378 SH | Decreased-1,148 SH |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $217K | 0.3%Prev: 0.5% | 1,059 SH | Decreased-1,059 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.8M | 7.4%Prev: 7.0% | 73,690 SH | Decreased |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $9.7M | 12.5%Prev: 11.7% | 46,568 SH | Increased+129 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $225K | 0.3%Prev: 0.3% | 1,267 SH | Decreased-367 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.4M | 6.9%Prev: 7.0% | 18,479 SH | Decreased-1,211 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 2.9%Prev: 7.1% | 6,734 SH | Decreased-11,263 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $644K | 0.8%Prev: 0.8% | 8,539 SH | Decreased-268 SH |
| 13F-HR |
| 0001398344-26-014469 |
| $137.2M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001398344-25-015395 | $102.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001398344-26-009215 | $91.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001398344-25-009453 | $99.9M | View |