Shotwell Rutter Baer Inc Top Holdings and 13F Report (2025) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $147.20 million in total holdings as of June 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 12.03% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 33 new stocks and bought additional shares in 18 stocks.Shotwell Rutter Baer Inc sold shares of 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $21,766,526Avantis U.S. Large Cap Value ETF $14,451,197DIMENSIONAL ETF TRUST $12,146,940Vanguard Intermediate-Term Corporate Bond ETF $12,081,261Vanguard FTSE Developed Markets ETF $9,905,478 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $12,146,940 Holding452308109 - Illinois Tool Works $220,830 Holding025072802 - Avantis International Small Cap Value ETF $202,961 Holding46432F842 - iShares Core MSCI EAFE ETF $200,484 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 227,258 shares (about $12.15M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 55,233 shares (about $2.83M)Avantis U.S. Small Cap Value ETF 5,216 shares (about $495.57K)Vanguard Intermediate-Term Corporate Bond ETF 4,353 shares (about $358.86K)Vanguard Total Stock Market ETF 1,003 shares (about $308.95K) Largest Sales this Quarter Dimensional International Small Cap Value ETF 2,862 shares (about $95.02K)iShares ESG Aware MSCI EAFE ETF 271 shares (about $24.18K)iShares ESG Aware MSCI USA ETF 137 shares (about $18.71K)iShares MSCI EAFE Value ETF 198 shares (about $12.66K)Dimensional World ex U.S. Core Equity 2 ETF 360 shares (about $10.67K) 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$21,766,526$308,953 ▲1.4%70,66414.8%ETFAVLVAvantis U.S. Large Cap Value ETF$14,451,197$271,576 ▲1.9%207,1569.8%ETFDIMENSIONAL ETF TRUST$12,146,940$12,146,940 ▲New Holding227,2588.3%GLOBAL EX US CORVCITVanguard Intermediate-Term Corporate Bond ETF$12,081,261$358,862 ▲3.1%146,5468.2%ETFVEAVanguard FTSE Developed Markets ETF$9,905,478$52,471 ▲0.5%173,1126.7%ETFAVUVAvantis U.S. Small Cap Value ETF$9,614,413$495,571 ▲5.4%101,1946.5%ETFAVEMAvantis Emerging Markets Equity ETF$9,088,653$26,865 ▲0.3%130,9236.2%ETFVGITVanguard Intermediate-Term Treasury ETF$8,365,251$216,143 ▲2.7%141,1865.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$8,196,819$2,831,788 ▲52.8%159,8765.6%ETFDISVDimensional International Small Cap Value ETF$7,719,190$95,018 ▼-1.2%232,5065.2%ETFDFIVDimensional International Value ETF$6,017,207$8,654 ▲0.1%139,0624.1%ETFDFGRDimensional Global Real Estate ETF$4,634,010$94,548 ▲2.1%171,2493.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,512,480$73,476 ▲1.7%90,6483.1%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$4,020,635$99,270 ▲2.5%50,8302.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,514,046$37 ▲0.0%41,4581.0%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,395,930$66,900 ▲5.0%56,6300.9%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,297,567$3,428 ▲0.3%17,4100.9%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$1,051,130$1,146 ▼-0.1%19,2550.7%ManufacturingNULVNuveen ESG Large-Cap Value ETF$1,033,117$7,087 ▲0.7%24,3430.7%ETFMUBiShares National Muni Bond ETF$763,882$3,545 ▼-0.5%7,3260.5%ETFESGUiShares ESG Aware MSCI USA ETF$746,410$18,711 ▼-2.4%5,4650.5%ManufacturingBGRNiShares USD Green Bond ETF$743,846$7,394 ▼-1.0%15,6930.5%ManufacturingIBMInternational Business Machines$584,3840.0%2,0020.4%Computer and TechnologyNUSCNuveen ESG Small-Cap ETF$552,182$12,616 ▲2.3%13,1300.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$542,697$24,181 ▼-4.3%6,0820.4%ManufacturingWMTWalmart$535,9520.0%5,4490.4%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$495,079$5,029 ▲1.0%12,5020.3%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$490,734$2,304 ▼-0.5%19,5980.3%ManufacturingVCEBVanguard ESG U.S. Corporate Bond ETF$488,599$4,035 ▼-0.8%7,7500.3%ETFWTMWhite Mountains Insurance Group$482,0310.0%2700.3%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$400,005$10,667 ▼-2.6%13,5000.3%ETFEFViShares MSCI EAFE Value ETF$380,950$12,662 ▼-3.2%5,9570.3%ETFIVViShares Core S&P 500 ETF$286,4460.0%4560.2%ETFSPLGSPDR Portfolio S&P 500 ETF$273,828$3,458 ▼-1.2%3,7220.2%ETFITWIllinois Tool Works$220,830$220,830 ▲New Holding8540.2%IndustrialsAVDVAvantis International Small Cap Value ETF$202,961$202,961 ▲New Holding2,5310.1%ETFIEFAiShares Core MSCI EAFE ETF$200,484$200,484 ▲New Holding2,3990.1%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. 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