Shotwell Rutter Baer Inc — 13F Holdings & Portfolio

CIK 2008310 · latest 13F-HR filed 2026-07-21

Shotwell Rutter Baer Inc manages $182.1M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (15.21%), AVLV (10.54%), DFGX (7.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 21, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6350 WEST MICHIGAN AVENUE
SUITE 200
LANSING, MI 48917
Phone
(517) 321-4832
Filing Manager
Shotwell Rutter Baer Inc
LANSING, MI
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$182.1M

Long-equity book

Holdings

38

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+0 / −0 / ↑21 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$3.4M +14.0%
  • AMERICAN CENTY ETF TR$1.7M +10.0%
  • AMERICAN CENTY ETF TR$1.6M +15.0%
  • AMERICAN CENTY ETF TR$1.2M +10.0%
  • VANGUARD TAX-MANAGED FDS$995.0K +8.7%
Show all 21

Top Trims

  • WALMART INC-$60.0K -8.9%
  • WHITE MTNS INS GROUP LTD-$52.7K -9.9%
Show all 2

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $27.7M 15.21% 74,857 SH
2 AMERICAN CENTY ETF TR AVLV 025072349 $19.2M 10.54% 210,507 SH
3 DIMENSIONAL ETF TRUST DFGX 25434V575 $14.2M 7.79% 264,904 SH
4 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $14.1M 7.76% 170,966 SH
5 AMERICAN CENTY ETF TR AVUV 025072877 $12.9M 7.09% 103,556 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.4M 6.80% 173,769 SH
7 AMERICAN CENTY ETF TR AVEM 025072604 $12.1M 6.62% 125,042 SH
8 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $9.8M 5.40% 166,625 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $8.7M 4.77% 216,654 SH
10 DIMENSIONAL ETF TRUST DFIV 25434V807 $7.1M 3.90% 131,479 SH
11 PIMCO ETF TR MUNI 72201R866 $7.1M 3.89% 134,830 SH
12 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.6M 3.09% 194,264 SH
13 VANGUARD MALVERN FDS VTIP 922020805 $5.6M 3.08% 111,644 SH
14 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $5.1M 2.81% 101,151 SH
15 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.9M 2.67% 61,567 SH
16 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.7M 0.92% 37,626 SH
17 ISHARES TR DMXF 46436E759 $1.7M 0.91% 19,640 SH
18 ISHARES TR USXF 46436E767 $1.4M 0.76% 19,943 SH
19 NUSHARES ETF TR NULV 67092P300 $1.3M 0.73% 26,476 SH
20 ISHARES TR ESGU 46435G425 $868.8K 0.48% 5,308 SH
21 ISHARES TR BGRN 46435U440 $824.2K 0.45% 17,361 SH
22 NUSHARES ETF TR NUSC 67092P607 $751.0K 0.41% 14,409 SH
23 ISHARES INC ESGE 46434G863 $649.3K 0.36% 11,873 SH
24 WALMART INC WMT 931142103 $617.1K 0.34% 5,449 SH
25 ISHARES TR MUB 464288414 $604.6K 0.33% 5,618 SH
26 ISHARES TR ESGD 46435G516 $596.5K 0.33% 5,802 SH
27 INTERNATIONAL BUSINESS MACHS IBM 459200101 $562.8K 0.31% 2,002 SH
28 VANGUARD WORLD FD VCEB 921910691 $550.4K 0.30% 8,770 SH
29 ISHARES TR SUSB 46435G243 $539.3K 0.30% 21,579 SH
30 WHITE MTNS INS GROUP LTD WTM G9618E107 $479.0K 0.26% 231 SH
31 SPDR SERIES TRUST HYMB 78464A284 $433.5K 0.24% 17,040 SH
32 DIMENSIONAL ETF TRUST DFAX 25434V880 $400.2K 0.22% 10,864 SH
33 ISHARES TR EFV 464288877 $367.8K 0.20% 4,805 SH
34 ISHARES TR IVV 464287200 $349.0K 0.19% 466 SH
35 SPDR SERIES TRUST SPYM 78464A854 $285.6K 0.16% 3,250 SH
36 ISHARES TR IEFA 46432F842 $231.7K 0.13% 2,399 SH
37 ILLINOIS TOOL WKS INC ITW 452308109 $231.1K 0.13% 854 SH
38 AMERICAN CENTY ETF TR AVDV 025072802 $226.4K 0.12% 2,197 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $182.1M 38 0001754960-26-000573
2026-03-31 2026-04-22 $170.2M 38 0001754960-26-000301
2025-12-31 2026-01-12 $166.5M 39 0001754960-26-000025