Shotwell Rutter Baer Inc

Est. AUM

$170.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$24.3M	75725	14.27%	SOLE
2	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$17.5M	216582	10.26%	SOLE
3	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$13.8M	262958	8.10%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$13.8M	166214	8.08%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$11.7M	106319	6.90%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.4M	177685	6.69%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.5M	130195	6.16%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$9.7M	162197	5.68%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$8.9M	224439	5.20%	SOLE
10	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$7.3M	138113	4.28%	SOLE
11	PIMCO ETF TR	INTER MUN BD ACT	$7.2M	138816	4.26%	SOLE
12	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.5M	109789	3.22%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$5.2M	195171	3.05%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.6M	58155	2.71%	SOLE
15	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.6M	92000	2.70%	SOLE
16	ISHARES TR	ESG EAFE ETF	$1.5M	19663	0.87%	SOLE
17	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	37626	0.86%	SOLE
18	NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.2M	26118	0.70%	SOLE
19	ISHARES TR	ESG MSCI USA ETF	$1.1M	20769	0.67%	SOLE
20	ISHARES TR	USD GRN BOND ETF	$785K	16545	0.46%	SOLE
21	ISHARES TR	ESG AWR MSCI USA	$762K	5387	0.45%	SOLE
22	WALMART INC	COM	$677K	5449	0.40%	SOLE
23	NUSHARES ETF TR	NUVEEN ESG SMLCP	$649K	14411	0.38%	SOLE
24	ISHARES TR	NATIONAL MUN ETF	$597K	5627	0.35%	SOLE
25	ISHARES TR	ESG AW MSCI EAFE	$565K	5905	0.33%	SOLE
26	ISHARES INC	ESG AWR MSCI EM	$565K	12422	0.33%	SOLE
27	VANGUARD WORLD FD	ESG US CORP BD	$539K	8578	0.32%	SOLE
28	WHITE MTNS INS GROUP LTD	COM	$532K	242	0.31%	SOLE
29	ISHARES TR	ESG AWRE 1 5 YR	$531K	21173	0.31%	SOLE
30	INTERNATIONAL BUSINESS MACHS	COM	$485K	2002	0.28%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$427K	17221	0.25%	SOLE
32	ISHARES TR	EAFE VALUE ETF	$372K	5000	0.22%	SOLE
33	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$372K	10950	0.22%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$310K	474	0.18%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$240K	3131	0.14%	SOLE
36	AMERICAN CENTY ETF TR	INTL SMCP VLU	$224K	2247	0.13%	SOLE
37	ILLINOIS TOOL WKS INC	COM	$222K	854	0.13%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$217K	2399	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.