| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 25.3% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 17.0% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 14.8% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 12.3% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 9.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 7.8% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.7% |
| ISHARES TR | 3 | Q2 2024 | 1.7% |
| ISHARES TR | 3 | Q2 2024 | 1.4% |
| ISHARES TR | 3 | Q2 2024 | 1.1% |
View Shotwell Rutter Baer Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| N-PX | 2024-07-11 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-18 |
View Shotwell Rutter Baer Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.