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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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10 |
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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 |
|
AVLV |
Avantis Us Large Cap Value Etf |
1 |
- |
$0.00 |
$12,464,000 |
195,353 |
25.27% |
1,179,000 |
-1,826 |
0.217 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
2 |
- |
$92.06 |
$8,379,000 |
90,908 |
16.99% |
450,000 |
-775 |
0.101 |
N/A |
|
|
DFAC |
Dimensional U S Core Equity... |
7 |
- |
$31.95 |
$1,321,000 |
41,779 |
2.68% |
110,000 |
-11 |
0.005 |
N/A |
|
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ESGU |
Ishares Msci Usa Esg Optimized |
8 |
- |
$0.00 |
$847,000 |
7,414 |
1.72% |
10,000 |
-556 |
0 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
9 |
- |
$105.76 |
$686,000 |
6,421 |
1.39% |
-45,000 |
-310 |
0 |
Closed - End Fund - E... |
|
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ESGD |
Ishares Trust Ishares Msci ... |
10 |
- |
$81.33 |
$566,000 |
7,122 |
1.15% |
9,000 |
-271 |
0.001 |
N/A |
|
|
WTM |
White Mountains Insurance G... |
11 |
- |
$1,730.13 |
$522,000 |
300 |
1.06% |
-149,000 |
-138 |
0.01 |
Property & Casualty I... |
|
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DFAX |
Dimensional Funds plc - Wor... |
13 |
- |
$26.09 |
$395,000 |
15,385 |
0.8% |
19,000 |
-190 |
0.002 |
N/A |
|
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EFV |
iShares MSCI EAFE Value Ind... |
16 |
- |
$0.00 |
$368,000 |
6,737 |
0.75% |
8,000 |
-173 |
0 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
18 |
- |
$532.15 |
$284,000 |
545 |
0.58% |
17,000 |
-14 |
0 |
Closed - End Fund - E... |
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