Shotwell Rutter Baer Inc — 13F Holdings & Portfolio

CIK 2008310 · latest 13F-HR filed 2026-04-22

Shotwell Rutter Baer Inc manages $170.2M in 13F-reported U.S. long-equity assets across 38 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (14.27%), AVLV (10.26%), DFGX (8.10%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 1, added to 4, and trimmed 9.

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.

Loading holdings…
AUM

$170.2M

Long-equity book

Holdings

38

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+0 / −1 / ↑4 / ↓9

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • J P MORGAN EXCHANGE TRADED F$1.8M +63.5%
  • VANGUARD MALVERN FDS$311.7K +6.0%
  • WALMART INC$61.1K +9.9%
  • WHITE MTNS INS GROUP LTD$29.6K +5.9%
Show all 4

Top Trims

  • PIMCO ETF TR-$1.3M -15.5%
  • INTERNATIONAL BUSINESS MACHS-$120.8K -19.9%
  • DIMENSIONAL ETF TRUST-$106.0K -6.8%
  • NUSHARES ETF TR-$71.9K -5.7%
  • ISHARES TR-$50.8K -6.3%
Show all 9

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • ISHARES TR$200.1K
Show all 1
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 $24.3M 14.27% 75,725 SH
2 AMERICAN CENTY ETF TR AVLV 025072349 $17.5M 10.26% 216,582 SH
3 DIMENSIONAL ETF TRUST DFGX 25434V575 $13.8M 8.10% 262,958 SH
4 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $13.8M 8.08% 166,214 SH
5 AMERICAN CENTY ETF TR AVUV 025072877 $11.7M 6.90% 106,319 SH
6 VANGUARD TAX-MANAGED FDS VEA 921943858 $11.4M 6.69% 177,685 SH
7 AMERICAN CENTY ETF TR AVEM 025072604 $10.5M 6.16% 130,195 SH
8 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $9.7M 5.68% 162,197 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $8.9M 5.20% 224,439 SH
10 DIMENSIONAL ETF TRUST DFIV 25434V807 $7.3M 4.28% 138,113 SH
11 PIMCO ETF TR MUNI 72201R866 $7.2M 4.26% 138,816 SH
12 VANGUARD MALVERN FDS VTIP 922020805 $5.5M 3.22% 109,789 SH
13 DIMENSIONAL ETF TRUST DFGR 25434V658 $5.2M 3.05% 195,171 SH
14 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.6M 2.71% 58,155 SH
15 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $4.6M 2.70% 92,000 SH
16 ISHARES TR DMXF 46436E759 $1.5M 0.87% 19,663 SH
17 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.5M 0.86% 37,626 SH
18 NUSHARES ETF TR NULV 67092P300 $1.2M 0.70% 26,118 SH
19 ISHARES TR USXF 46436E767 $1.1M 0.67% 20,769 SH
20 ISHARES TR BGRN 46435U440 $785.4K 0.46% 16,545 SH
21 ISHARES TR ESGU 46435G425 $761.8K 0.45% 5,387 SH
22 WALMART INC WMT 931142103 $677.2K 0.40% 5,449 SH
23 NUSHARES ETF TR NUSC 67092P607 $649.4K 0.38% 14,411 SH
24 ISHARES TR MUB 464288414 $597.3K 0.35% 5,627 SH
25 ISHARES INC ESGE 46434G863 $564.8K 0.33% 12,422 SH
26 ISHARES TR ESGD 46435G516 $564.6K 0.33% 5,905 SH
27 VANGUARD WORLD FD VCEB 921910691 $539.0K 0.32% 8,578 SH
28 WHITE MTNS INS GROUP LTD WTM G9618E107 $531.7K 0.31% 242 SH
29 ISHARES TR SUSB 46435G243 $530.7K 0.31% 21,173 SH
30 INTERNATIONAL BUSINESS MACHS IBM 459200101 $485.1K 0.29% 2,002 SH
31 SPDR SERIES TRUST HYMB 78464A284 $427.1K 0.25% 17,221 SH
32 DIMENSIONAL ETF TRUST DFAX 25434V880 $372.0K 0.22% 10,950 SH
33 ISHARES TR EFV 464288877 $371.8K 0.22% 5,000 SH
34 ISHARES TR IVV 464287200 $309.6K 0.18% 474 SH
35 SPDR SERIES TRUST SPYM 78464A854 $239.6K 0.14% 3,131 SH
36 AMERICAN CENTY ETF TR AVDV 025072802 $224.4K 0.13% 2,247 SH
37 ILLINOIS TOOL WKS INC ITW 452308109 $222.4K 0.13% 854 SH
38 ISHARES TR IEFA 46432F842 $217.2K 0.13% 2,399 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $170.2M 38 0001754960-26-000301
2025-12-31 2026-01-12 $166.5M 39 0001754960-26-000025