Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $113,353,676 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 69,661 | $17,308,622 | 15.27% | |
| 2. | American Centy Etf Tr | 203,263 | $11,850,216 | 10.45% | |
| 3. | Vanguard Scottsdale Funds | 142,193 | $11,629,974 | 10.26% | |
| 4. | Vanguard Scottsdale Funds | 137,538 | $8,238,514 | 7.27% | |
| 5. | Vanguard Tax-Managed Fds | 172,195 | $8,077,690 | 7.13% |
