The Analysis of Shotwell Rutter Baer Inc's Holdings

Currently, Shotwell Rutter Baer Inc holds 37 types of securities in its portfolio with a total value $155.0M. In the most recent quarter, they have increased their positions in MUNI (+7.4K shares, valued at $388.6K), DFGX (+6.7K shares, valued at $360.3K), VCIT (+4.0K shares, valued at $336.3K); decreased their positions in VTI (-888 shares, valued at $294.6K), AVEM (-3.4K shares, valued at $262.5K), DISV (-6.2K shares, valued at $222.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS69.8K shares-1.26%2025-09-302025-10-10

AVLV AMERICAN CENTY ETF TR208.8K shares0.78%2025-09-302025-10-10

DFGX DIMENSIONAL ETF TRUST233.9K shares2.93%2025-09-302025-10-10

VCIT VANGUARD SCOTTSDALE FDS150.6K shares2.73%2025-09-302025-10-10

VEA VANGUARD TAX-MANAGED FDS171.6K shares-0.86%2025-09-302025-10-10

AVUV AMERICAN CENTY ETF TR101.5K shares0.28%2025-09-302025-10-10

AVEM AMERICAN CENTY ETF TR127.5K shares-2.62%2025-09-302025-10-10

MUNI PIMCO ETF TR167.3K shares4.65%2025-09-302025-10-10

Sponsored

VGIT VANGUARD SCOTTSDALE FDS144.9K shares2.62%2025-09-302025-10-10

DISV DIMENSIONAL ETF TRUST226.3K shares-2.67%2025-09-302025-10-10

DFIV DIMENSIONAL ETF TRUST135.5K shares-2.59%2025-09-302025-10-10

DFGR DIMENSIONAL ETF TRUST174.9K shares2.11%2025-09-302025-10-10

VTIP VANGUARD MALVERN FDS92.2K shares1.75%2025-09-302025-10-10

VCSH VANGUARD SCOTTSDALE FDS52.2K shares2.63%2025-09-302025-10-10

DFAC DIMENSIONAL ETF TRUST41.1K shares-0.75%2025-09-302025-10-10

DMXF ISHARES TR19.3K shares11.12%2025-09-302025-10-10

Sponsored

HYMB SPDR SERIES TRUST59.5K shares5.13%2025-09-302025-10-10

NULV NUSHARES ETF TR27.6K shares13.31%2025-09-302025-10-10

USXF ISHARES TR20.6K shares7.04%2025-09-302025-10-10

ESGU ISHARES TR5.5K shares0.00%2025-09-302025-10-10

BGRN ISHARES TR16.5K shares5.28%2025-09-302025-10-10

MUB ISHARES TR7.0K shares-4.14%2025-09-302025-10-10

NUSC NUSHARES ETF TR14.6K shares11.02%2025-09-302025-10-10

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2025-09-302025-10-10

Sponsored

WMT WALMART INC5.4K shares0.00%2025-09-302025-10-10

ESGD ISHARES TR5.9K shares-2.38%2025-09-302025-10-10

ESGE ISHARES INC12.6K shares1.08%2025-09-302025-10-10

WTM WHITE MTNS INS GROUP LTD270 shares0.00%2025-09-302025-10-10

VCEB VANGUARD WORLD FD7.9K shares2.46%2025-09-302025-10-10

SUSB ISHARES TR20.0K shares2.02%2025-09-302025-10-10

DFAX DIMENSIONAL ETF TRUST13.1K shares-2.79%2025-09-302025-10-10

EFV ISHARES TR5.5K shares-8.34%2025-09-302025-10-10

Sponsored

IVV ISHARES TR456 shares0.00%2025-09-302025-10-10

SPYM SPDR SERIES TRUST3.2K shares-13.19%2025-09-302025-10-10

ITW ILLINOIS TOOL WKS INC854 shares0.00%2025-09-302025-10-10

IEFA ISHARES TR2.4K shares0.00%2025-09-302025-10-10

AVDV AMERICAN CENTY ETF TR2.3K shares-7.39%2025-09-302025-10-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available