test

Aryn Sands

@Shotwell Rutter Baer Inc

Latest period2024 - Q4ReportedManaged Assets$118.684MTotal holdings34
Assets growth rate-2.42%Assets growth rate (2-Q avg)2.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shotwell Rutter Baer Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Shotwell Rutter Baer Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 118.684M in assets, with a quarterly growth rate of -2.42% and a 2-quarter average growth rate of 2.71%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCITVanguard Scottsdale Fds
Recent Activity
Increased 4.09%
9.4%
$11.148M
140,417 shares@ $79.4 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.42%
6.89%
$8.174M
171,984 shares@ $47.53 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 3.63%
6.56%
$7.776M
135,213 shares@ $57.51 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 2.13%
6.3%
$7.477M
129,805 shares@ $57.61 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 2.25%
5.16%
$6.123M
234,507 shares@ $26.12 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 4.35%
4.51%
$5.343M
103,884 shares@ $51.43 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 2.48%
4.13%
$4.893M
138,491 shares@ $35.33 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.12%
3.59%
$4.256M
87,845 shares@ $48.45 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 2.19%
3.45%
$4.086M
165,224 shares@ $24.74 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 2.78%
3.23%
$3.831M
49,243 shares@ $77.8 avg price