Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $170,197,922 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 75,725 | $24,293,205 | 14.27% | |
| 2. | American Centy Etf Tr | 216,582 | $17,458,706 | 10.26% | |
| 3. | Dimensional Etf Trust | 262,958 | $13,792,279 | 8.1% | |
| 4. | Vanguard Scottsdale Funds | 166,214 | $13,754,206 | 8.08% | |
| 5. | American Centy Etf Tr | 106,319 | $11,745,102 | 6.9% |