Institutions / Shotwell Rutter Baer Inc
Shotwell Rutter Baer Inc
CIK 2008310 · Institution · as of Dec 31, 2025
Portfolio value
$166.55M
Positions
39
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $24.24M | 14.6% |
| American Centy ETF Tr | $16.77M | 10.1% |
| Dimensional ETF Trust | $13.40M | 8.0% |
| Vanguard Scottsdale Fds | $13.39M | 8.0% |
| American Centy ETF Tr | $11.22M | 6.7% |
| Vanguard Tax-Managed Fds | $11.15M | 6.7% |
| American Centy ETF Tr | $10.26M | 6.2% |
| Vanguard Scottsdale Fds | $9.27M | 5.6% |
| Dimensional ETF Trust | $8.85M | 5.3% |
| PIMCO ETF Tr | $8.57M | 5.1% |
| Dimensional ETF Trust | $6.98M | 4.2% |
| Vanguard Malvern Fds | $5.17M | 3.1% |
| Dimensional ETF Trust | $4.95M | 3.0% |
| Vanguard Scottsdale Fds | $4.41M | 2.6% |
| J P Morgan Exchange Traded F | $2.81M | 1.7% |
| Dimensional ETF Trust | $1.57M | 0.9% |
| iShares MSCI UAE ETF | $1.51M | 0.9% |
| Nushares ETF Tr | $1.26M | 0.8% |
| iShares Tr | $1.20M | 0.7% |
| iShares Tr | $812.6K | 0.5% |
| iShares Tr | $796.1K | 0.5% |
| Nushares ETF Tr | $670.6K | 0.4% |
| iShares Tr | $639.2K | 0.4% |
| Walmart Inc. | $616.1K | 0.4% |
| International Business Machines Corp | $605.9K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.