Shotwell Rutter Baer

Shotwell Rutter Baer as of March 31, 2025

Portfolio Holdings for Shotwell Rutter Baer

Shotwell Rutter Baer holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.3 $17M 70k 248.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.5 $12M 203k 58.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 10.3 $12M 142k 81.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.3 $8.2M 138k 59.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $8.1M 172k 46.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.6 $7.5M 96k 78.00
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.5 $7.3M 131k 56.10
Dimensional Etf Trust Intl Small Cap V (DISV) 5.5 $6.2M 235k 26.41
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.8 $5.4M 105k 51.86
Dimensional Etf Trust Internatnal Val (DFIV) 4.4 $5.0M 139k 35.69
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $4.5M 89k 49.91
Dimensional Etf Trust Global Real Est (DFGR) 3.6 $4.1M 168k 24.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $3.9M 50k 78.83
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.2 $1.4M 54k 25.43
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.2M 42k 29.83
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $1.1M 17k 61.77
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.8 $894k 24k 36.98
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $810k 19k 42.02
Ishares Tr National Mun Etf (MUB) 0.7 $778k 7.4k 105.74
Ishares Tr Usd Grn Bond Etf (BGRN) 0.7 $748k 16k 47.20
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $618k 5.6k 110.23
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.4 $492k 20k 24.96
Vanguard World Esg Us Corp Bd (VCEB) 0.4 $491k 7.8k 62.87
White Mountains Insurance Gp (WTM) 0.4 $478k 270.00 1769.56
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $476k 6.4k 74.95
International Business Machines (IBM) 0.4 $455k 2.0k 227.43
Wal-Mart Stores (WMT) 0.4 $453k 5.4k 83.19
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $446k 13k 34.75
Ishares Esg Awr Msci Em (ESGE) 0.4 $402k 12k 32.52
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $336k 14k 24.25
Ishares Tr Eafe Value Etf (EFV) 0.3 $333k 6.2k 54.15
Ishares Tr Core S&p500 Etf (IVV) 0.2 $232k 456.00 507.61
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $224k 3.8k 59.45