Shotwell Rutter Baer

Shotwell Rutter Baer as of March 31, 2024

Portfolio Holdings for Shotwell Rutter Baer

Shotwell Rutter Baer holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV) 25.3 $13M 195k 63.80
American Centy Etf Tr Us Sml Cp Valu (AVUV) 17.0 $8.4M 91k 92.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 14.8 $7.3M 123k 59.40
Dimensional Etf Trust Intl Small Cap V (DISV) 12.3 $6.1M 220k 27.47
Dimensional Etf Trust Internatnal Val (DFIV) 9.7 $4.8M 129k 37.22
Dimensional Etf Trust Global Real Est (DFGR) 7.8 $3.9M 153k 25.36
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.7 $1.3M 42k 31.62
Ishares Tr Esg Awr Msci Usa (ESGU) 1.7 $847k 7.4k 114.20
Ishares Tr National Mun Etf (MUB) 1.4 $686k 6.4k 106.89
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.1 $566k 7.1k 79.50
White Mountains Insurance Gp (WTM) 1.1 $522k 300.00 1739.56
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.9 $421k 17k 24.38
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $395k 15k 25.65
International Business Machines (IBM) 0.8 $378k 2.0k 189.30
Ishares Esg Awr Msci Em (ESGE) 0.7 $370k 11k 32.89
Ishares Tr Eafe Value Etf (EFV) 0.7 $368k 6.7k 54.59
Illinois Tool Works (ITW) 0.6 $290k 1.1k 262.64
Ishares Tr Core S&p500 Etf (IVV) 0.6 $284k 545.00 521.30