Shotwell Rutter Baer Inc — 13F holdings

Shotwell Rutter Baer Inc reported 39 holdings worth $180M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $27.8M (15.4%)
  2. AVLV AMERICAN CENTY ETF TR — $18.7M (10.4%)
  3. DFGX DIMENSIONAL ETF TRUST — $14.0M (7.8%)
  4. VCIT VANGUARD SCOTTSDALE FDS — $14.0M (7.8%)
  5. VEA VANGUARD TAX-MANAGED FDS — $12.2M (6.8%)
  6. AVUV AMERICAN CENTY ETF TR — $12.1M (6.7%)
  7. AVEM AMERICAN CENTY ETF TR — $11.7M (6.5%)
  8. VGIT VANGUARD SCOTTSDALE FDS — $9.72M (5.4%)
  9. DISV DIMENSIONAL ETF TRUST — $9.38M (5.2%)
  10. DFIV DIMENSIONAL ETF TRUST — $7.38M (4.1%)