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 $170.2M across 38 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($24.3M, 14.27%), AVLV ($17.5M, 10.26%), DFGX ($13.8M, 8.10%), VCIT ($13.8M, 8.08%), AVUV ($11.7M, 6.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $24.3M | 14.27% | 75,725 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $17.5M | 10.26% | 216,582 | Added |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $13.8M | 8.10% | 262,958 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $13.8M | 8.08% | 166,214 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $11.7M | 6.90% | 106,319 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $11.4M | 6.69% | 177,685 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $10.5M | 6.16% | 130,195 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $9.7M | 5.68% | 162,197 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $8.9M | 5.20% | 224,439 | Trimmed |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $7.3M | 4.28% | 138,113 | Trimmed |
| 11 | MUNI | PIMCO ETF TR | $7.2M | 4.26% | 138,816 | Trimmed |
| 12 | VTIP | VANGUARD MALVERN FDS | $5.5M | 3.22% | 109,789 | Added |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $5.2M | 3.05% | 195,171 | Added |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.6M | 2.71% | 58,155 | Added |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $4.6M | 2.70% | 92,000 | Added |
| 16 | DMXF | ISHARES TR | $1.5M | 0.87% | 19,663 | Added |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $1.5M | 0.86% | 37,626 | Trimmed |
| 18 | NULV | NUSHARES ETF TR | $1.2M | 0.70% | 26,118 | Trimmed |
| 19 | USXF | ISHARES TR | $1.1M | 0.67% | 20,769 | Added |
| 20 | BGRN | ISHARES TR | $785,424 | 0.46% | 16,545 | Trimmed |
| 21 | ESGU | ISHARES TR | $761,830 | 0.45% | 5,387 | Trimmed |
| 22 | WMT | WALMART INC | $677,187 | 0.40% | 5,449 | Hold |
| 23 | NUSC | NUSHARES ETF TR | $649,360 | 0.38% | 14,411 | Trimmed |
| 24 | MUB | ISHARES TR | $597,306 | 0.35% | 5,627 | Trimmed |
| 25 | ESGD | ISHARES TR | $564,636 | 0.33% | 5,905 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31