Shotwell Rutter Baer

Shotwell Rutter Baer as of June 30, 2025

Portfolio Holdings for Shotwell Rutter Baer

Shotwell Rutter Baer holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.8 $22M 71k 308.03
American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.8 $15M 207k 69.76
Dimensional Etf Trust Global Ex Us Cor (DFGX) 8.3 $12M 227k 53.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.2 $12M 147k 82.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $9.9M 173k 57.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.5 $9.6M 101k 95.01
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.2 $9.1M 131k 69.42
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.7 $8.4M 141k 59.25
Pimco Etf Tr Inter Mun Bd Act (MUNI) 5.6 $8.2M 160k 51.27
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $7.7M 233k 33.20
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $6.0M 139k 43.27
Dimensional Etf Trust Global Real Est (DFGR) 3.1 $4.6M 171k 27.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.1 $4.5M 91k 49.78
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $4.0M 51k 79.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.5M 42k 36.52
Spdr Series Trust Nuveen Ice High (HYMB) 0.9 $1.4M 57k 24.65
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $1.3M 17k 74.53
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $1.1M 19k 54.59
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.7 $1.0M 24k 42.44
Ishares Tr National Mun Etf (MUB) 0.5 $764k 7.3k 104.27
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $746k 5.5k 136.58
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $744k 16k 47.40
International Business Machines (IBM) 0.4 $584k 2.0k 291.90
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $552k 13k 42.05
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $543k 6.1k 89.23
Wal-Mart Stores (WMT) 0.4 $536k 5.4k 98.36
Ishares Esg Awr Msci Em (ESGE) 0.3 $495k 13k 39.60
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $491k 20k 25.04
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $489k 7.8k 63.05
White Mountains Insurance Gp (WTM) 0.3 $482k 270.00 1785.30
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $400k 14k 29.63
Ishares Tr Eafe Value Etf (EFV) 0.3 $381k 6.0k 63.95
Ishares Tr Core S&p500 Etf (IVV) 0.2 $286k 456.00 628.17
Spdr Series Trust Portfolio S&p500 (SPLG) 0.2 $274k 3.7k 73.57
Illinois Tool Works (ITW) 0.2 $221k 854.00 258.58
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $203k 2.5k 80.19
Ishares Tr Core Msci Eafe (IEFA) 0.1 $201k 2.4k 83.57