Instuitional Investor - Shotwell Rutter Baer Inc
Fund Profile
Filing Period:
| Fund Name: | Shotwell Rutter Baer Inc |
| Portfolio Value | $166,547,974 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 71,260 | $24,238,378 | 14.55% | |
| 2. | American Centy Etf Tr | 213,775 | $16,768,486 | 10.07% | |
| 3. | Dimensional Etf Trust | 253,422 | $13,402,224 | 8.05% | |
| 4. | Vanguard Scottsdale Funds | 159,878 | $13,394,553 | 8.04% | |
| 5. | American Centy Etf Tr | 104,736 | $11,222,488 | 6.74% |