Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $147,203,150 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 70,664 | $21,766,526 | 14.79% | |
| 2. | American Centy Etf Tr | 207,156 | $14,451,197 | 9.82% | |
| 3. | Dimensional Etf Trust | 227,258 | $12,146,940 | 8.25% | |
| 4. | Vanguard Scottsdale Funds | 146,546 | $12,081,261 | 8.21% | |
| 5. | Vanguard Tax-Managed Fds | 173,112 | $9,905,478 | 6.73% |
