Shotwell Rutter Baer Inc Top Holdings and 13F Report (2025) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $113.35 million in total holdings as of March 31, 2025.Shotwell Rutter Baer Inc owns shares of 33 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.93% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 34 new stocks and bought additional shares in 20 stocks.Shotwell Rutter Baer Inc sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,308,622Avantis U.S. Large Cap Value ETF $11,850,216Vanguard Intermediate-Term Corporate Bond ETF $11,629,974Vanguard Intermediate-Term Treasury ETF $8,238,514Vanguard FTSE Developed Markets ETF $8,077,690 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 2,258 shares (about $176.12K)Vanguard Intermediate-Term Corporate Bond ETF 1,776 shares (about $145.26K)Vanguard Intermediate-Term Treasury ETF 2,325 shares (about $139.27K)Vanguard Short-Term Inflation-Protected Securities ETF 1,327 shares (about $66.23K)Dimensional Global Real Estate ETF 2,531 shares (about $62.39K) Largest Sales this Quarter iShares ESG Aware MSCI USA ETF 556 shares (about $61.29K)iShares ESG Aware MSCI EAFE ETF 590 shares (about $44.22K)SPDR Nuveen ICE High Yield Municipal Bond ETF 1,054 shares (about $26.80K)iShares National Muni Bond ETF 211 shares (about $22.31K)Avantis U.S. Large Cap Value ETF 222 shares (about $12.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShotwell Rutter Baer Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$17,308,622$45,967 ▲0.3%69,66115.3%ETFAVLVAvantis U.S. Large Cap Value ETF$11,850,216$12,943 ▼-0.1%203,26310.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,629,974$145,259 ▲1.3%142,19310.3%ETFVGITVanguard Intermediate-Term Treasury ETF$8,238,514$139,267 ▲1.7%137,5387.3%ETFVEAVanguard FTSE Developed Markets ETF$8,077,690$9,898 ▲0.1%172,1957.1%ETFAVUVAvantis U.S. Small Cap Value ETF$7,486,314$176,125 ▲2.4%95,9786.6%ETFAVEMAvantis Emerging Markets Equity ETF$7,323,079$41,009 ▲0.6%130,5366.5%ETFDISVDimensional International Small Cap Value ETF$6,216,077$22,739 ▲0.4%235,3685.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,426,786$39,362 ▲0.7%104,6434.8%ETFDFIVDimensional International Value ETF$4,955,989$13,241 ▲0.3%138,8624.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,450,574$66,231 ▲1.5%89,1723.9%ManufacturingDFGRDimensional Global Real Estate ETF$4,135,163$62,389 ▲1.5%167,7553.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,908,033$26,172 ▲0.7%49,5753.4%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,371,084$26,803 ▼-1.9%53,9161.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,236,662$5,757 ▼-0.5%41,4571.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,072,574$10,995 ▲1.0%17,3640.9%ManufacturingNULVNuveen ESG Large-Cap Value ETF$894,028$42,379 ▲5.0%24,1760.8%ETFUSXFiShares ESG Advanced MSCI USA ETF$809,978$46,012 ▲6.0%19,2760.7%ManufacturingMUBiShares National Muni Bond ETF$778,246$22,311 ▼-2.8%7,3600.7%ETFBGRNiShares USD Green Bond ETF$748,087$53,431 ▲7.7%15,8490.7%ManufacturingESGUiShares ESG Aware MSCI USA ETF$617,508$61,288 ▼-9.0%5,6020.5%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$491,462$32,822 ▲7.2%19,6900.4%ManufacturingVCEBVanguard ESG U.S. Corporate Bond ETF$491,266$36,402 ▲8.0%7,8140.4%ETFWTMWhite Mountains Insurance Group$477,7810.0%2700.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$476,157$44,220 ▼-8.5%6,3530.4%ManufacturingIBMInternational Business Machines$455,3060.0%2,0020.4%Computer and TechnologyWMTWalmart$453,293$4,159 ▼-0.9%5,4490.4%Retail/WholesaleNUSCNuveen ESG Small-Cap ETF$445,843$26,688 ▲6.4%12,8300.4%ETFESGEiShares ESG Aware MSCI EM ETF$402,435$19,122 ▲5.0%12,3750.4%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$336,105$1,455 ▼-0.4%13,8600.3%ETFEFViShares MSCI EAFE Value ETF$333,293$6,065 ▼-1.8%6,1550.3%ETFIVViShares Core S&P 500 ETF$231,470$10,660 ▼-4.4%4560.2%ETFSPLGSPDR Portfolio S&P 500 ETF$224,0670.0%3,7690.2%ETFITWIllinois Tool Works$0$209,212 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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