SR

Shotwell Rutter Baer Inc

13F
Shotwell Rutter Baer Inc
Last update 2025-04-09 33 Stocks (0 new)
Value $113.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(15.27%)AVLV(10.45%)VCIT(10.26%)VGIT(7.27%)VEA(7.13%)
Summary Stock Picks Current Portfolio
Shotwell Rutter Baer Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
69,661
17,308.6
+0.27%
15.270
+0.04%
0.000
-3.34%
-1.30%
430,536.9
 
AVLV 		Avantis U.S. Large Cap Value ETF
203,263
11,850.2
-0.11%
10.450
-0.01%
0.210
-4.85%
-2.49%
7,041.4
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
142,193
11,630.0
+1.26%
10.260
+0.13%
0.020
+0.77%
+2.35%
51,557.8
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
137,538
8,238.5
+1.72%
7.270
+0.12%
0.030
+1.63%
+2.90%
31,168.6
 
VEA 		Vanguard FTSE Developed Markets ETF
172,195
8,077.7
+0.12%
7.130
+0.01%
0.010
+7.89%
+15.61%
145,522.7
 
AVUV 		Avantis U.S. Small Cap Value ETF
95,978
7,486.3
+2.41%
6.600
+0.16%
0.060
-6.89%
-9.42%
14,998.6
 
AVEM 		Avantis Emerging Markets Equity ETF
130,536
7,323.1
+0.56%
6.460
+0.04%
0.100
+5.29%
+10.29%
8,662.6
 
DISV 		Dimensional International Small Cap Value ETF
235,368
6,216.1
+0.37%
5.480
+0.02%
0.270
+12.64%
+19.55%
2,968.3
 
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
104,643
5,426.8
+0.73%
4.790
+0.03%
0.300
-1.58%
-0.51%
1,990.5
 
DFIV 		Dimensional International Value ETF
138,862
4,956.0
+0.27%
4.370
+0.01%
0.060
+10.08%
+18.77%
11,517.6
 

Shotwell Rutter Baer Inc's Historical Top Holdings Breakdowns

Shotwell Rutter Baer Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ITW 		Illinois Tool Works Inc2025-03-31Sold Out
-0.18%
●
244.9 ($256.96) 274.48
$241.84
-5.88%
Sold Out
0
-854
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.16%
●
84.96 ($93.96) 100.71
$87.11
-7.29%
Add 2.41%
95,978
2,258
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2025-03-31Add
+0.13%
●
79.17 ($80.9) 82.04
$80.92
0.02%
Add 1.26%
142,193
1,776
VGIT 		Vanguard Intermediate-Term Government Bond ETF2025-03-31Add
+0.12%
●
57.44 ($58.5) 59.4
$58.93
0.74%
Add 1.72%
137,538
2,325
DFGR 		Dimensional Global Real Estate ETF2025-03-31Add
+0.06%
●
24.73 ($26.06) 26.89
$26.18
0.46%
Add 1.53%
167,755
2,531
ESGU 		iShares MSCI USA ESG Optimized ETF2025-03-31Reduce
-0.06%
●
120.24 ($128.78) 134.3
$126.68
-1.63%
Reduce -9.03%
5,602
-556
VTIP 		Vanguard Short-Term Inflation-Protected Securities2025-03-31Add
+0.06%
●
48.43 ($49.09) 49.9
$49.95
1.75%
Add 1.51%
89,172
1,327
BGRN 		iShares Global Green Bond ETF2025-03-31Add
+0.05%
●
46.26 ($46.92) 47.48
$46.77
-0.32%
Add 7.69%
15,849
1,132
AVEM 		Avantis Emerging Markets Equity ETF2025-03-31Add
+0.04%
●
57.11 ($60.13) 62.4
$64.84
7.83%
Add 0.56%
130,536
731
ESGD 		iShares MSCI EAFE ESG Select ETF2025-03-31Reduce
-0.04%
●
75.32 ($80.69) 84.77
$87.89
8.92%
Reduce -8.5%
6,353
-590

Shotwell Rutter Baer Inc Total Holding History ($B)

To

Shotwell Rutter Baer Inc's Asset Allocation

To

Shotwell Rutter Baer Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Shotwell Rutter Baer Inc's Hypothetical Growth since 2025-03-31

Shotwell Rutter Baer Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Shotwell Rutter Baer Inc's Holdings Heat Map

Size field:

Shotwell Rutter Baer Inc's Holdings Bubble Chart

Shotwell Rutter Baer Inc News

  • 1

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