Instuitional Investor - Shotwell Rutter Baer Inc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 69,776 | $23,152,494 | 14.94% | |
2. | American Centy Etf Tr | 208,770 | $15,144,190 | 9.77% | |
3. | Dimensional Etf Trust | 233,921 | $12,649,279 | 8.16% | |
4. | Vanguard Scottsdale Funds | 150,554 | $12,631,446 | 8.15% | |
5. | Vanguard Tax-Managed Fds | 171,629 | $10,441,903 | 6.74% |