Shotwell Rutter Baer

Shotwell Rutter Baer as of Dec. 31, 2024

Portfolio Holdings for Shotwell Rutter Baer

Shotwell Rutter Baer holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.8 $20M 70k 287.30
American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.5 $14M 204k 66.81
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.4 $11M 140k 79.39
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.5 $8.9M 94k 94.69
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.9 $8.2M 172k 47.53
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.6 $7.8M 135k 57.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.3 $7.5M 130k 57.60
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $6.1M 235k 26.11
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.5 $5.3M 104k 51.43
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $4.9M 139k 35.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.6 $4.3M 88k 48.45
Dimensional Etf Trust Global Real Est (DFGR) 3.4 $4.1M 165k 24.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.2 $3.8M 49k 77.79
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.4M 42k 34.32
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $1.4M 55k 25.35
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $1.1M 17k 64.12
Ishares Tr Esg Msci Usa Etf (USXF) 0.8 $897k 18k 49.33
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $896k 23k 38.89
Ishares Tr National Mun Etf (MUB) 0.7 $800k 7.6k 105.65
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $786k 6.2k 127.69
Ishares Tr Usd Grn Bond Etf (BGRN) 0.6 $681k 15k 46.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $524k 6.9k 75.47
Wal-Mart Stores (WMT) 0.4 $511k 5.5k 93.00
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $500k 12k 41.41
White Mountains Insurance Gp (WTM) 0.4 $494k 270.00 1827.96
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.4 $452k 18k 24.62
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $444k 7.2k 61.32
International Business Machines (IBM) 0.4 $440k 2.0k 219.70
Ishares Esg Awr Msci Em (ESGE) 0.3 $388k 12k 32.90
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $342k 14k 24.54
Ishares Tr Eafe Value Etf (EFV) 0.3 $325k 6.3k 51.88
Ishares Tr Core S&p500 Etf (IVV) 0.2 $278k 477.00 583.33
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $257k 3.8k 68.30
Illinois Tool Works (ITW) 0.2 $209k 854.00 244.98