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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
 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%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)