Shotwell Rutter Baer Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Shotwell Rutter Baer Inc held in its portfolio 38 assets valued at $166,547,974 (i.e. $166.55M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($24.24M), AMERICAN CENTY ETF TR ($16.77M), and DIMENSIONAL ETF TRUST ($13.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shotwell Rutter Baer Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 71260 | 24238378 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 213775 | 16768486 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 253422 | 13402224 | GLOBAL EX US COR |
| VANGUARD SCOTTSDALE FDS | 159878 | 13394553 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 104736 | 11222488 | US SML CP VALU |
| VANGUARD TAX-MANAGED FDS | 174418 | 11152262 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 128995 | 10258987 | AVANTIS EMGMKT |
| VANGUARD SCOTTSDALE FDS | 154733 | 9274722 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 228250 | 8851534 | INTL SMALL CAP V |
| PIMCO ETF TR | 162700 | 8569424 | INTER MUN BD ACT |
| DIMENSIONAL ETF TRUST | 138142 | 6978928 | INTERNATNAL VAL |
| VANGUARD MALVERN FDS | 104480 | 5172295 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 185498 | 4947227 | GLOBAL REAL EST |
| VANGUARD SCOTTSDALE FDS | 55239 | 4407005 | SHRT TRM CORP BD |
| J P MORGAN EXCHANGE TRADED F | 55479 | 2813340 | MUNICIPAL ETF |
| DIMENSIONAL ETF TRUST | 38776 | 1568101 | US CORE EQUITY 2 |
| ISHARES TR | 19618 | 1510978 | ESG EAFE ETF |
| NUSHARES ETF TR | 27249 | 1260266 | NUVEEN ESG LRGVL |
| ISHARES TR | 20470 | 1196402 | ESG MSCI USA ETF |
| ISHARES TR | 5397 | 812626 | ESG AWR MSCI USA |
| ISHARES TR | 16615 | 796139 | USD GRN BOND ETF |
| SPDR SERIES TRUST | 22127 | 731127 | STATE STREET SPD |
| NUSHARES ETF TR | 14434 | 670604 | NUVEEN ESG SMLCP |
| ISHARES TR | 5944 | 639158 | NATIONAL MUN ETF |
| WALMART INC | 5449 | 616105 | COM |
| INTERNATIONAL BUSINESS MACHS | 2002 | 605901 | COM |
| ISHARES INC | 12646 | 579819 | ESG AWR MSCI EM |
| ISHARES TR | 5934 | 575717 | ESG AW MSCI EAFE |
| VANGUARD WORLD FD | 8491 | 540537 | ESG US CORP BD |
| ISHARES TR | 20600 | 519841 | ESG AWRE 1 5 YR |
| WHITE MTNS INS GROUP LTD | 242 | 502027 | COM |
| DIMENSIONAL ETF TRUST | 12471 | 417903 | WORLD EX US CORE |
| ISHARES TR | 5220 | 376988 | EAFE VALUE ETF |
| ISHARES TR | 456 | 315803 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 2322 | 224050 | INTL SMCP VLU |
| ISHARES TR | 2399 | 219125 | CORE MSCI EAFE |
| ILLINOIS TOOL WKS INC | 854 | 216755 | COM |
| ISHARES TR | 1873 | 200149 | SHRT NAT MUN ETF |
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