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Home > Institutional Investor > Shotwell Rutter Baer Inc > 13F Holdings

Instuitional Investor - Shotwell Rutter Baer Inc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)