Shotwell Rutter Baer Inc Top Holdings and 13F Report (2025) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $154.99 million in total holdings as of September 30, 2025.Shotwell Rutter Baer Inc owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.49% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 37 new stocks and bought additional shares in 18 stocks.Shotwell Rutter Baer Inc sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $23,152,494Avantis U.S. Large Cap Value ETF $15,144,190DIMENSIONAL ETF TRUST $12,649,279Vanguard Intermediate-Term Corporate Bond ETF $12,631,446Vanguard FTSE Developed Markets ETF $10,441,903 Largest Purchases this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund 7,431 shares (about $388.64K)DIMENSIONAL ETF TRUST 6,663 shares (about $360.30K)Vanguard Intermediate-Term Corporate Bond ETF 4,008 shares (about $336.27K)Vanguard Intermediate-Term Treasury ETF 3,695 shares (about $221.48K)iShares ESG Advanced MSCI EAFE ETF 1,936 shares (about $148.94K) Largest Sales this Quarter Vanguard Total Stock Market ETF 888 shares (about $294.65K)Avantis Emerging Markets Equity ETF 3,432 shares (about $262.51K)Dimensional International Small Cap Value ETF 6,200 shares (about $222.64K)Dimensional International Value ETF 3,600 shares (about $166.93K)Vanguard FTSE Developed Markets ETF 1,483 shares (about $90.23K) 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$23,152,494$294,649 ▼-1.3%69,77614.9%ETFAVLVAvantis U.S. Large Cap Value ETF$15,144,190$117,080 ▲0.8%208,7709.8%ETFDIMENSIONAL ETF TRUST$12,649,279$360,302 ▲2.9%233,9218.2%GLOBAL EX US CORVCITVanguard Intermediate-Term Corporate Bond ETF$12,631,446$336,270 ▲2.7%150,5548.1%ETFVEAVanguard FTSE Developed Markets ETF$10,441,903$90,226 ▼-0.9%171,6296.7%ETFAVUVAvantis U.S. Small Cap Value ETF$10,134,146$27,864 ▲0.3%101,4736.5%ETFAVEMAvantis Emerging Markets Equity ETF$9,751,763$262,513 ▼-2.6%127,4916.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$8,750,175$388,642 ▲4.6%167,3075.6%ETFVGITVanguard Intermediate-Term Treasury ETF$8,684,139$221,478 ▲2.6%144,8815.6%ETFDISVDimensional International Small Cap Value ETF$8,126,652$222,642 ▼-2.7%226,3065.2%ETFDFIVDimensional International Value ETF$6,281,371$166,932 ▼-2.6%135,4624.1%ETFDFGRDimensional Global Real Estate ETF$4,717,782$97,479 ▲2.1%174,8623.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,616,297$79,379 ▲1.7%92,2343.0%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$4,160,406$106,706 ▲2.6%52,1682.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,598,561$12,082 ▼-0.8%41,1471.0%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,488,365$148,944 ▲11.1%19,3461.0%ManufacturingHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,483,003$72,339 ▲5.1%59,5341.0%ETFNULVNuveen ESG Large-Cap Value ETF$1,209,195$141,998 ▲13.3%27,5820.8%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,199,498$78,861 ▲7.0%20,6100.8%ManufacturingESGUiShares ESG Aware MSCI USA ETF$804,3930.0%5,4650.5%ManufacturingBGRNiShares USD Green Bond ETF$793,621$39,820 ▲5.3%16,5220.5%ManufacturingMUBiShares National Muni Bond ETF$748,441$32,291 ▼-4.1%7,0230.5%ETFNUSCNuveen ESG Small-Cap ETF$650,426$64,565 ▲11.0%14,5770.4%ETFIBMInternational Business Machines$579,3600.0%2,0020.4%Computer and TechnologyWMTWalmart$560,6900.0%5,4490.4%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$559,740$13,671 ▼-2.4%5,9370.4%ManufacturingESGEiShares ESG Aware MSCI EM ETF$559,566$5,978 ▲1.1%12,6370.4%ManufacturingWTMWhite Mountains Insurance Group$511,9740.0%2700.3%FinanceVCEBVanguard ESG U.S. Corporate Bond ETF$509,018$12,243 ▲2.5%7,9410.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$504,823$9,974 ▲2.0%19,9930.3%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$415,999$11,951 ▼-2.8%13,1230.3%ETFEFViShares MSCI EAFE Value ETF$372,536$33,910 ▼-8.3%5,4600.2%ETFIVViShares Core S&P 500 ETF$308,4480.0%4560.2%ETFSPLGSPDR Portfolio S&P 500 ETF$255,831$38,877 ▼-13.2%3,2310.2%ETFITWIllinois Tool Works$215,9180.0%8540.1%IndustrialsIEFAiShares Core MSCI EAFE ETF$212,2400.0%2,3990.1%ETFAVDVAvantis International Small Cap Value ETF$210,796$16,817 ▼-7.4%2,3440.1%ETFShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
