Shotwell Rutter Baer Inc
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES INC | $579.8K | 0.3% |
| ISHARES TR | $575.7K | 0.3% |
| VANGUARD WORLD FD | $540.5K | 0.3% |
| ISHARES TR | $519.8K | 0.3% |
| WHITE MOUNTAINS INSURANCE GROUP LTD | $502.0K | 0.3% |
| SPDR SERIES TRUST | $475.3K | 0.3% |
| DIMENSIONAL ETF TRUST | $417.9K | 0.3% |
| ISHARES TR | $377.0K | 0.2% |
| ISHARES TR | $315.8K | 0.2% |
| SPDR SERIES TRUST | $255.9K | 0.2% |
| AMERICAN CENTY ETF TR | $224.1K | 0.1% |
| ISHARES TR | $219.1K | 0.1% |
| ILLINOIS TOOL WORKS INC | $216.8K | 0.1% |
| iShares MSCI UAE ETF | $200.1K | 0.1% |