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| Name: |
Shotwell Rutter Baer Inc |
| City: |
LANSING |
| State: |
MI |
| Zip: |
48917 |
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data |
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| Holdings
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7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVEM |
Avantis Emerging Markets Eq... |
3 |
- |
$0.00 |
$7,308,000 |
123,023 |
14.82% |
609,000 |
1,441 |
0.111 |
N/A |
|
|
DISV |
Dfa Dimensional Internation... |
4 |
- |
$0.00 |
$6,051,000 |
220,279 |
12.27% |
474,000 |
1,645 |
0.245 |
N/A |
|
|
DFIV |
Dimensional International V... |
5 |
- |
$37.62 |
$4,807,000 |
129,151 |
9.75% |
418,000 |
596 |
0.014 |
N/A |
|
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DFGR |
Dfa Dimensional Global Real... |
6 |
- |
$0.00 |
$3,867,000 |
152,466 |
7.84% |
-20,000 |
1,143 |
0.169 |
N/A |
|
|
SUSB |
Ishares Esg 1 To 5 Year Usd... |
12 |
- |
$0.00 |
$421,000 |
17,285 |
0.85% |
2,000 |
252 |
0.045 |
N/A |
|
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IBM |
International Business Mach... |
14 |
- |
$170.89 |
$378,000 |
1,999 |
0.77% |
47,000 |
2 |
0 |
Diversified Computer ... |
|
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ESGE |
IShares MSCI EM ESG ETF |
15 |
- |
$33.74 |
$370,000 |
11,245 |
0.75% |
22,000 |
106 |
0.007 |
N/A |
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