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Shotwell Rutter Baer Inc Portfolio
$179.9M across 39 positions as of 2026-09-30, with 76% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $27.8M | 15.4% | 74,198 |
| AVLVAvantis U.S. Large Cap Value ETF | $18.7M | 10.4% | 207,085 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $14M | 7.8% | 273,971 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $14M | 7.8% | 178,159 |
| VEAVanguard FTSE Developed Markets ETF | $12.2M | 6.8% | 172,954 |
| AVUVAvantis U.S. Small Cap Value ETF | $12.1M | 6.7% | 102,546 |
| AVEMAvantis Emerging Markets Equity ETF | $11.7M | 6.5% | 124,383 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $9.7M | 5.4% | 171,599 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $9.4M | 5.2% | 216,693 |
| DFIVDimensional International Value ETF | $7.4M | 4.1% | 132,130 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $6.9M | 3.8% | 137,992 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $5.6M | 3.1% | 113,110 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $5.3M | 3.0% | 196,633 |
| JMUBJPMorgan Municipal ETF | $5M | 2.8% | 104,220 |
| VCSHVanguard Short-Term Corporate Bond ETF | $4.8M | 2.7% | 62,559 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $1.7M | 0.9% | 19,888 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.6M | 0.9% | 36,148 |
| NUSHARES ETF TR | $1.4M | 0.8% | 26,328 |
| USXFiShares ESG Advanced MSCI USA ETF | $1.3M | 0.7% | 19,705 |
| ESGUiShares ESG Aware MSCI USA ETF | $883.5K | 0.5% | 5,297 |
| BGRNiShares USD Green Bond ETF | $830.1K | 0.5% | 18,196 |
| NUSHARES ETF TR | $682.5K | 0.4% | 14,065 |
| ESGEiShares ESG Aware MSCI EM ETF | $651.4K | 0.4% | 12,027 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $596.5K | 0.3% | 5,788 |
| WMTWalmart Inc | $566.2K | 0.3% | 5,449 |
| MUBiShares National Muni Bond ETF | $546.4K | 0.3% | 5,405 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $531.4K | 0.3% | 21,750 |
| VANGUARD WORLD FD | $527.4K | 0.3% | 8,852 |
| WHITE MTNS INS GROUP LTD | $463.5K | 0.3% | 231 |
| IBMInternational Business Machines Corp | $440.2K | 0.2% | 2,002 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $390.8K | 0.2% | 10,556 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $383.4K | 0.2% | 16,336 |
| EFViShares MSCI EAFE Value ETF | $364.7K | 0.2% | 4,608 |
| IVViShares Core S&P 500 ETF | $356.9K | 0.2% | 466 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $314.4K | 0.2% | 3,503 |
| MPCMarathon Petroleum Corp | $241.2K | 0.1% | 610 |
| AVDVAvantis International Small Cap Value ETF | $239.9K | 0.1% | 2,193 |
| ITWIllinois Tool Works Inc | $219.8K | 0.1% | 854 |
| IEFAiShares Core MSCI EAFE ETF | $219.2K | 0.1% | 2,263 |
Quarter ending 2026-09-30.
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