Shotwell Rutter Baer Inc Top Holdings and 13F Report (2026) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $170.20 million in total holdings as of March 31, 2026.Shotwell Rutter Baer Inc owns shares of 38 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 39 new stocks and bought additional shares in 17 stocks.Shotwell Rutter Baer Inc sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $24,293,205Avantis U.S. Large Cap Value ETF $17,458,706DIMENSIONAL ETF TRUST $13,792,279Vanguard Intermediate-Term Corporate Bond ETF $13,754,206Avantis U.S. Small Cap Value ETF $11,745,102 Largest Purchases this Quarter JPMorgan Municipal ETF 36,521 shares (about $1.83M)Vanguard Total Stock Market ETF 4,465 shares (about $1.43M)Vanguard Intermediate-Term Corporate Bond ETF 6,336 shares (about $524.30K)DIMENSIONAL ETF TRUST 9,536 shares (about $500.17K)Vanguard Intermediate-Term Treasury ETF 7,464 shares (about $444.48K) Largest Sales this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund 23,884 shares (about $1.25M)Dimensional International Small Cap Value ETF 3,811 shares (about $150.31K)Dimensional World ex U.S. Core Equity 2 ETF 1,521 shares (about $51.67K)Nuveen ESG Large-Cap Value ETF 1,131 shares (about $51.46K)Dimensional U.S. Core Equity 2 ETF 1,150 shares (about $44.69K) 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$24,293,205$1,432,409 ▲6.3%75,72514.3%ETFAVLVAvantis U.S. Large Cap Value ETF$17,458,706$226,273 ▲1.3%216,58210.3%ETFDIMENSIONAL ETF TRUST$13,792,279$500,168 ▲3.8%262,9588.1%DIMENSIONAL INTEVCITVanguard Intermediate-Term Corporate Bond ETF$13,754,206$524,304 ▲4.0%166,2148.1%ETFAVUVAvantis U.S. Small Cap Value ETF$11,745,102$174,875 ▲1.5%106,3196.9%ETFVEAVanguard FTSE Developed Markets ETF$11,386,037$209,349 ▲1.9%177,6856.7%ETFAVEMAvantis Emerging Markets Equity ETF$10,491,079$96,696 ▲0.9%130,1956.2%ETFVGITVanguard Intermediate-Term Treasury ETF$9,658,825$444,481 ▲4.8%162,1975.7%ETFDISVDimensional International Small Cap Value ETF$8,851,877$150,306 ▼-1.7%224,4395.2%ETFDFIVDimensional International Value ETF$7,289,599$1,531 ▼0.0%138,1134.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$7,244,822$1,246,509 ▼-14.7%138,8164.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,483,963$265,185 ▲5.1%109,7893.2%ManufacturingDFGRDimensional Global Real Estate ETF$5,187,635$257,108 ▲5.2%195,1713.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,609,936$231,151 ▲5.3%58,1552.7%ETFJMUBJPMorgan Municipal ETF$4,599,080$1,825,685 ▲65.8%92,0002.7%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,483,573$3,395 ▲0.2%19,6630.9%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$1,462,146$44,689 ▼-3.0%37,6260.9%ETFNULVNuveen ESG Large-Cap Value ETF$1,188,369$51,461 ▼-4.2%26,1180.7%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,146,449$16,505 ▲1.5%20,7690.7%ManufacturingBGRNiShares USD Green Bond ETF$785,424$3,323 ▼-0.4%16,5450.5%ManufacturingESGUiShares ESG Aware MSCI USA ETF$761,830$1,414 ▼-0.2%5,3870.4%ManufacturingWALMART INC$677,1870.0%5,4490.4%COMNUSCNuveen ESG Small-Cap ETF$649,360$1,036 ▼-0.2%14,4110.4%ETFMUBiShares National Muni Bond ETF$597,306$33,650 ▼-5.3%5,6270.4%ETFESGEiShares ESG Aware MSCI EM ETF$564,828$10,185 ▼-1.8%12,4220.3%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$564,636$2,773 ▼-0.5%5,9050.3%ManufacturingVCEBVanguard ESG U.S. Corporate Bond ETF$538,956$5,466 ▲1.0%8,5780.3%ETFWTMWhite Mountains Insurance Group$531,6640.0%2420.3%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$530,701$14,362 ▲2.8%21,1730.3%ManufacturingIBMInternational Business Machines$485,1490.0%2,0020.3%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$427,077$43,449 ▼-9.2%17,2210.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$371,972$51,668 ▼-12.2%10,9500.2%ETFEFViShares MSCI EAFE Value ETF$371,750$16,357 ▼-4.2%5,0000.2%ETFIVViShares Core S&P 500 ETF$309,622$11,758 ▲3.9%4740.2%ETFSPLGSPDR Portfolio S&P 500 ETF$239,647$1,760 ▼-0.7%3,1310.1%ETFAVDVAvantis International Small Cap Value ETF$224,385$7,489 ▼-3.2%2,2470.1%ETFITWIllinois Tool Works$222,3590.0%8540.1%IndustrialsIEFAiShares Core MSCI EAFE ETF$217,1810.0%2,3990.1%ETFSUBiShares Short-Term National Muni Bond ETF$0$200,149 ▼-100.0%00.0%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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