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Shotwell Rutter Baer Inc

All holdings · as of Dec 31, 2025

39 positions

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETF$200.1K1,8730.1%
ILLINOIS TOOL WORKS INC$216.8K8540.1%
ISHARES TR$219.1K2,3990.1%
AMERICAN CENTY ETF TR$224.1K2,3220.1%
SPDR SERIES TRUST$255.9K3,1540.2%
ISHARES TR$315.8K4560.2%
ISHARES TR$377.0K5,2200.2%
DIMENSIONAL ETF TRUST$417.9K12,4710.3%
SPDR SERIES TRUST$475.3K18,9730.3%
WHITE MOUNTAINS INSURANCE GROUP LTD$502.0K2420.3%
ISHARES TR$519.8K20,6000.3%
VANGUARD WORLD FD$540.5K8,4910.3%
ISHARES TR$575.7K5,9340.3%
ISHARES INC$579.8K12,6460.3%
INTERNATIONAL BUSINESS MACHINES CORP$605.9K2,0020.4%
Walmart Inc.$616.1K5,4490.4%
ISHARES TR$639.2K5,9440.4%
NUSHARES ETF TR$670.6K14,4340.4%
ISHARES TR$796.1K16,6150.5%
ISHARES TR$812.6K5,3970.5%
ISHARES TR$1.20M20,4700.7%
NUSHARES ETF TR$1.26M27,2490.8%
iShares MSCI UAE ETF$1.51M19,6180.9%
DIMENSIONAL ETF TRUST$1.57M38,7760.9%
J P MORGAN EXCHANGE TRADED F$2.81M55,4791.7%
VANGUARD SCOTTSDALE FDS$4.41M55,2392.6%
DIMENSIONAL ETF TRUST$4.95M185,4983.0%
VANGUARD MALVERN FDS$5.17M104,4803.1%
DIMENSIONAL ETF TRUST$6.98M138,1424.2%
PIMCO ETF TR$8.57M162,7005.1%
DIMENSIONAL ETF TRUST$8.85M228,2505.3%
VANGUARD SCOTTSDALE FDS$9.27M154,7335.6%
AMERICAN CENTY ETF TR$10.26M128,9956.2%
VANGUARD TAX-MANAGED FDS$11.15M174,4186.7%
AMERICAN CENTY ETF TR$11.22M104,7366.7%
VANGUARD SCOTTSDALE FDS$13.39M159,8788.0%
DIMENSIONAL ETF TRUST$13.40M253,4228.0%
AMERICAN CENTY ETF TR$16.77M213,77510.1%
VANGUARD INDEX FDS$24.24M71,26014.6%
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