Shotwell Rutter Baer Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lansing, MI
CIK
0002008310
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 34 121,628 VTI, AVLV, VCIT, AVUV 13F-HR 10/7/2024 000175496024000472
Q2 2024 33 112,806 VTI, AVLV, VCIT, AVUV 13F-HR 7/10/2024 000175496024000223
Q1 2024 18 49,322 AMERICAN CENTY ETF TR, AVUV, AVEM, DISV 13F-HR 4/10/2024 000175496024000118
Q4 2023 34 104,834 VTI, AMERICAN CENTY ETF TR, AVUV, VEA 13F-HR 1/17/2024 000175496024000039