The Analysis of Shotwell Rutter Baer Inc's Holdings
Currently, Shotwell Rutter Baer Inc holds 39 types of securities in its portfolio with a total value $166.5M. In the most recent quarter, they have increased their positions in JMUB (+55.5K shares, valued at $2.8M), DFGX (+19.5K shares, valued at $1.0M), VCIT (+9.3K shares, valued at $781.2K); decreased their positions in HYMB (-40.6K shares, valued at $1.0M), MUNI (-4.6K shares, valued at $242.7K), MUB (-1.1K shares, valued at $116.0K); initiated new positions in JMUB (+55.5K shares, valued at $2.8M), SUB (+1.9K shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS71.3K shares2.13%2025-12-312026-01-12
AVLV AMERICAN CENTY ETF TR213.8K shares2.40%2025-12-312026-01-12 DFGX DIMENSIONAL ETF TRUST253.4K shares8.34%2025-12-312026-01-12 VCIT VANGUARD SCOTTSDALE FDS159.9K shares6.19%2025-12-312026-01-12 AVUV AMERICAN CENTY ETF TR104.7K shares3.22%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS174.4K shares1.63%2025-12-312026-01-12 AVEM AMERICAN CENTY ETF TR129.0K shares1.18%2025-12-312026-01-12 VGIT VANGUARD SCOTTSDALE FDS154.7K shares6.80%2025-12-312026-01-12 DISV DIMENSIONAL ETF TRUST228.3K shares0.86%2025-12-312026-01-12 MUNI PIMCO ETF TR162.7K shares-2.75%2025-12-312026-01-12 DFIV DIMENSIONAL ETF TRUST138.1K shares1.98%2025-12-312026-01-12 VTIP VANGUARD MALVERN FDS104.5K shares13.28%2025-12-312026-01-12 DFGR DIMENSIONAL ETF TRUST185.5K shares6.08%2025-12-312026-01-12 VCSH VANGUARD SCOTTSDALE FDS55.2K shares5.89%2025-12-312026-01-12 JMUB J P MORGAN EXCHANGE TRADED F55.5K sharesnew addition2025-12-312026-01-12 DFAC DIMENSIONAL ETF TRUST38.8K shares-5.76%2025-12-312026-01-12 DMXF ISHARES TR19.6K shares1.41%2025-12-312026-01-12 NULV NUSHARES ETF TR27.2K shares-1.21%2025-12-312026-01-12 USXF ISHARES TR20.5K shares-0.68%2025-12-312026-01-12 ESGU ISHARES TR5.4K shares-1.24%2025-12-312026-01-12 BGRN ISHARES TR16.6K shares0.56%2025-12-312026-01-12 NUSC NUSHARES ETF TR14.4K shares-0.98%2025-12-312026-01-12 MUB ISHARES TR5.9K shares-15.36%2025-12-312026-01-12 WMT WALMART INC5.4K shares0.00%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2025-12-312026-01-12 ESGE ISHARES INC12.6K shares0.07%2025-12-312026-01-12 ESGD ISHARES TR5.9K shares-0.05%2025-12-312026-01-12 VCEB VANGUARD WORLD FD8.5K shares6.93%2025-12-312026-01-12 SUSB ISHARES TR20.6K shares3.04%2025-12-312026-01-12 WTM WHITE MTNS INS GROUP LTD242 shares-10.37%2025-12-312026-01-12 HYMB SPDR SERIES TRUST19.0K shares-68.13%2025-12-312026-01-12 DFAX DIMENSIONAL ETF TRUST12.5K shares-4.97%2025-12-312026-01-12 EFV ISHARES TR5.2K shares-4.40%2025-12-312026-01-12 IVV ISHARES TR456 shares0.00%2025-12-312026-01-12 SPYM SPDR SERIES TRUST3.2K shares-2.38%2025-12-312026-01-12 AVDV AMERICAN CENTY ETF TR2.3K shares-0.94%2025-12-312026-01-12 IEFA ISHARES TR2.4K shares0.00%2025-12-312026-01-12 ITW ILLINOIS TOOL WKS INC854 shares0.00%2025-12-312026-01-12 SUB ISHARES TR1.9K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available