Shotwell Rutter Baer Inc

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Aryn Sands - Agent
Location
Lansing, MI
Holdings as of
31 Dec 2023
Value $
$104,834,583
Num holdings
34
Filing time
17 Jan 2024, 19:37:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, AVLV, AVUV, VEA, and VGIT.
Next filing
Q1 2024 - 10 Apr 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Aryn Sands Agent Reno, Nevada 17 Jan 2024