Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shotwell Rutter Baer Inc (CIK 2008310) reported $182.1M across 38 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($27.7M, 15.21%), AVLV ($19.2M, 10.54%), DFGX ($14.2M, 7.79%), VCIT ($14.1M, 7.76%), AVUV ($12.9M, 7.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.7M | 15.21% | 74,857 | Trimmed |
| 2 | AVLV | AMERICAN CENTY ETF TR | $19.2M | 10.54% | 210,507 | Trimmed |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $14.2M | 7.79% | 264,904 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $14.1M | 7.76% | 170,966 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $12.9M | 7.09% | 103,556 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $12.4M | 6.80% | 173,769 | Trimmed |
| 7 | AVEM | AMERICAN CENTY ETF TR | $12.1M | 6.62% | 125,042 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $9.8M | 5.40% | 166,625 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $8.7M | 4.77% | 216,654 | Trimmed |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 3.90% | 131,479 | Trimmed |
| 11 | MUNI | PIMCO ETF TR | $7.1M | 3.89% | 134,830 | Trimmed |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 3.09% | 194,264 | Trimmed |
| 13 | VTIP | VANGUARD MALVERN FDS | $5.6M | 3.08% | 111,644 | Added |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.81% | 101,151 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 2.67% | 61,567 | Added |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $1.7M | 0.92% | 37,626 | Hold |
| 17 | DMXF | ISHARES TR | $1.7M | 0.91% | 19,640 | Trimmed |
| 18 | USXF | ISHARES TR | $1.4M | 0.76% | 19,943 | Trimmed |
| 19 | NULV | NUSHARES ETF TR | $1.3M | 0.73% | 26,476 | Added |
| 20 | ESGU | ISHARES TR | $868,760 | 0.48% | 5,308 | Trimmed |
| 21 | BGRN | ISHARES TR | $824,176 | 0.45% | 17,361 | Added |
| 22 | NUSC | NUSHARES ETF TR | $750,997 | 0.41% | 14,409 | Trimmed |
| 23 | ESGE | ISHARES INC | $649,334 | 0.36% | 11,873 | Trimmed |
| 24 | WMT | WALMART INC | $617,140 | 0.34% | 5,449 | Hold |
| 25 | ESGD | ISHARES TR | $596,504 | 0.33% | 5,802 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30