MARQUETTE ASSOCIATES, INC.

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    34

  • Value ($000)

    $83,119

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002042617
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$15.41 M
19 %

176,512

NBOS
NBOS

NEUBERGER BERMAN ETF TRUST

OPT STRATEGY ETF
$12.42 M
15 %

462,368

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$10.90 M
13 %

16,368

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
$9.72 M
12 %

46,439

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$6.27 M
8 %

62,542

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$5.91 M
7 %

17,997

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$5.81 M
7 %

73,690

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
$5.78 M
7 %

19,690

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$3.16 M
4 %

4,716

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$1.24 M
2 %

4,042

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