Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $104,834,583 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 71,012 | $16,837,697 | 16.06% | |
| 2. | American Centy Etf Tr | 197,179 | $11,284,566 | 10.76% | |
| 3. | American Centy Etf Tr | 91,683 | $7,928,735 | 7.56% | |
| 4. | Vanguard Tax-Managed Fds | 155,970 | $7,419,480 | 7.07% | |
| 5. | Vanguard Scottsdale Funds | 119,423 | $7,094,906 | 6.76% |
