Shotwell Rutter Baer

Shotwell Rutter Baer as of March 31, 2026

Portfolio Holdings for Shotwell Rutter Baer

Shotwell Rutter Baer holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.3 $24M 76k 320.81
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.3 $18M 217k 80.61
Dimensional Etf Trust Dimensional Inte (DFGX) 8.1 $14M 263k 52.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.1 $14M 166k 82.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.9 $12M 106k 110.47
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.7 $11M 178k 64.08
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.2 $11M 130k 80.58
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.7 $9.7M 162k 59.55
Dimensional Etf Trust Intl Small Cap V (DISV) 5.2 $8.9M 224k 39.44
Dimensional Etf Trust Internatnal Val (DFIV) 4.3 $7.3M 138k 52.78
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.3 $7.2M 139k 52.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.2 $5.5M 110k 49.95
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $5.2M 195k 26.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.7 $4.6M 58k 79.27
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.7 $4.6M 92k 49.99
Ishares Tr Esg Eafe Etf (DMXF) 0.9 $1.5M 20k 75.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.5M 38k 38.86
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.7 $1.2M 26k 45.50
Ishares Tr Esg Msci Usa Etf (USXF) 0.7 $1.1M 21k 55.20
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $785k 17k 47.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $762k 5.4k 141.42
Wal-Mart Stores (WMT) 0.4 $677k 5.4k 124.28
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.4 $649k 14k 45.06
Ishares Tr National Mun Etf (MUB) 0.4 $597k 5.6k 106.15
Ishares Esg Awr Msci Em (ESGE) 0.3 $565k 12k 45.47
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $565k 5.9k 95.62
Vanguard World Esg Us Corp Bd (VCEB) 0.3 $539k 8.6k 62.83
White Mountains Insurance Gp (WTM) 0.3 $532k 242.00 2196.96
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $531k 21k 25.07
International Business Machines (IBM) 0.3 $485k 2.0k 242.33
Spdr Series Trust State Street Spd (HYMB) 0.3 $427k 17k 24.80
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $372k 11k 33.97
Ishares Tr Eafe Value Etf (EFV) 0.2 $372k 5.0k 74.35
Ishares Tr Core S&p500 Etf (IVV) 0.2 $310k 474.00 653.21
Spdr Series Trust State Street Spd (SPYM) 0.1 $240k 3.1k 76.54
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $224k 2.2k 99.86
Illinois Tool Works (ITW) 0.1 $222k 854.00 260.37
Ishares Tr Core Msci Eafe (IEFA) 0.1 $217k 2.4k 90.53