Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $118,684,475 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 69,476 | $19,960,422 | 16.81% | |
| 2. | American Centy Etf Tr | 203,485 | $13,594,817 | 11.45% | |
| 3. | Vanguard Scottsdale Funds | 140,417 | $11,147,731 | 9.39% | |
| 4. | American Centy Etf Tr | 93,720 | $8,874,323 | 7.47% | |
| 5. | Vanguard Tax-Managed Fds | 171,984 | $8,174,392 | 6.88% |
