Shotwell Rutter Baer Inc Top Holdings and 13F Report (2024) → Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $49.32 million in total holdings as of March 31, 2024.Shotwell Rutter Baer Inc owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 120.69% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 34 new stocks and bought additional shares in 7 stocks.Shotwell Rutter Baer Inc sold shares of 10 stocks and completely divested from 17 stocks this quarter.Largest Holdings Avantis U.S. Large Cap Value ETF $12,463,513Avantis U.S. Small Cap Value ETF $8,378,945Avantis Emerging Markets Equity ETF $7,307,593Dimensional International Small Cap Value ETF $6,051,059Dimensional International Value ETF $4,807,012 Largest New Holdings this Quarter Illinois Tool Works $289,960 Holding Largest Purchases this Quarter Illinois Tool Works 1,104 shares (about $289.96K)Avantis Emerging Markets Equity ETF 1,441 shares (about $85.60K)Dimensional International Small Cap Value ETF 1,645 shares (about $45.19K)Dimensional Global Real Estate ETF 1,143 shares (about $28.99K)Dimensional International Value ETF 596 shares (about $22.18K) Largest Sales this Quarter White Mountains Insurance Group 138 shares (about $240.06K)Avantis U.S. Large Cap Value ETF 1,826 shares (about $116.50K)Avantis U.S. Small Cap Value ETF 775 shares (about $71.43K)iShares ESG Aware MSCI USA ETF 556 shares (about $63.50K)iShares National Muni Bond ETF 310 shares (about $33.14K) 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 PortfolioSectorAVLVAvantis U.S. Large Cap Value ETF$12,463,513$116,499 ▼-0.9%195,35325.3%ETFAVUVAvantis U.S. Small Cap Value ETF$8,378,945$71,431 ▼-0.8%90,90817.0%ETFAVEMAvantis Emerging Markets Equity ETF$7,307,593$85,596 ▲1.2%123,02314.8%ETFDISVDimensional International Small Cap Value ETF$6,051,059$45,188 ▲0.8%220,27912.3%ETFDFIVDimensional International Value ETF$4,807,012$22,183 ▲0.5%129,1519.7%ETFDFGRDimensional Global Real Estate ETF$3,866,530$28,986 ▲0.8%152,4667.8%ETFDFACDimensional U.S. Core Equity 2 ETF$1,321,052$348 ▼0.0%41,7792.7%ETFESGUiShares ESG Aware MSCI USA ETF$846,679$63,495 ▼-7.0%7,4141.7%ManufacturingMUBiShares National Muni Bond ETF$686,341$33,136 ▼-4.6%6,4211.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$566,199$21,545 ▼-3.7%7,1221.1%ManufacturingWTMWhite Mountains Insurance Group$521,868$240,059 ▼-31.5%3001.1%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$421,408$6,144 ▲1.5%17,2850.9%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$394,625$4,873 ▼-1.2%15,3850.8%ETFIBMInternational Business Machines$378,417$379 ▲0.1%1,9990.8%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$369,848$3,486 ▲1.0%11,2450.7%ManufacturingEFViShares MSCI EAFE Value ETF$367,773$9,444 ▼-2.5%6,7370.7%ETFITWIllinois Tool Works$289,960$289,960 ▲New Holding1,1040.6%Industrial ProductsIVViShares Core S&P 500 ETF$284,109$7,298 ▼-2.5%5450.6%ETFVTIVanguard Total Stock Market ETF$0$16,837,697 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$7,419,480 ▼-100.0%00.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$0$7,094,906 ▼-100.0%00.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$0$6,808,778 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$6,689,931 ▼-100.0%00.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares$0$3,767,233 ▼-100.0%00.0%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$0$2,670,457 ▼-100.0%00.0%ETFSUBiShares Short-Term National Muni Bond ETF$0$1,820,375 ▼-100.0%00.0%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$0$1,184,495 ▼-100.0%00.0%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$0$1,068,705 ▼-100.0%00.0%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$0$828,538 ▼-100.0%00.0%ManufacturingNULVNuveen ESG Large-Cap Value ETF$0$809,402 ▼-100.0%00.0%ETFBGRNiShares USD Green Bond ETF$0$628,987 ▼-100.0%00.0%ManufacturingNUSCNuveen ESG Small-Cap ETF$0$428,467 ▼-100.0%00.0%ETFVCEBVanguard ESG U.S. Corporate Bond ETF$0$413,357 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$271,427 ▼-100.0%00.0%ETFPGProcter & Gamble$0$219,424 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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