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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
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
DFACDimensional Etf Trust
Recent Activity
Decreased -0.29%
1.21%
$1.429M
41,650 shares@ $34.32 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 5.58%
1.18%
$1.393M
54,970 shares@ $25.36 avg price
DMXFIshares Tr
Recent Activity
Decreased -0.23%
0.93%
$1.102M
17,186 shares@ $64.12 avg price
USXFIshares Tr
Recent Activity
Decreased -9.12%
0.76%
$896,869
18,181 shares@ $49.34 avg price
NULVNushares Etf Tr
Recent Activity
Decreased -4.04%
0.76%
$895,637
23,030 shares@ $38.9 avg price
MUBIshares Tr
Recent Activity
0.68%
$799,876
7,571 shares@ $105.65 avg price
ESGUIshares Tr
Recent Activity
Decreased -5.31%
0.67%
$786,315
6,158 shares@ $127.69 avg price