Shotwell Rutter Baer Inc Top Holdings and 13F Report (2025) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $118.68 million in total holdings as of December 31, 2024.Shotwell Rutter Baer Inc owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 0.64% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 34 new stocks and bought additional shares in 16 stocks.Shotwell Rutter Baer Inc sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $19,960,422Avantis U.S. Large Cap Value ETF $13,594,817Vanguard Intermediate-Term Corporate Bond ETF $11,147,731Avantis U.S. Small Cap Value ETF $8,874,323Vanguard FTSE Developed Markets ETF $8,174,392 Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 5,514 shares (about $437.76K)Vanguard FTSE Developed Markets ETF 7,273 shares (about $345.69K)Vanguard Intermediate-Term Treasury Index ETF 4,727 shares (about $271.85K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 4,324 shares (about $222.38K)Avantis Emerging Markets Equity ETF 2,703 shares (about $155.69K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,438 shares (about $413.14K)Avantis U.S. Small Cap Value ETF 967 shares (about $91.56K)iShares ESG Advanced MSCI USA ETF 1,825 shares (about $90.03K)iShares ESG Aware MSCI USA ETF 346 shares (about $44.18K)Nuveen ESG Large-Cap Value ETF 971 shares (about $37.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShotwell Rutter Baer Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$19,960,422$413,137 ▼-2.0%69,47616.8%ETFAVLVAvantis U.S. Large Cap Value ETF$13,594,817$31,868 ▼-0.2%203,48511.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,147,731$437,757 ▲4.1%140,4179.4%ETFAVUVAvantis U.S. Small Cap Value ETF$8,874,323$91,565 ▼-1.0%93,7207.5%ETFVEAVanguard FTSE Developed Markets ETF$8,174,392$345,685 ▲4.4%171,9846.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,776,098$271,850 ▲3.6%135,2136.6%ETFAVEMAvantis Emerging Markets Equity ETF$7,476,777$155,693 ▲2.1%129,8056.3%ETFDISVDimensional International Small Cap Value ETF$6,122,987$134,623 ▲2.2%234,5075.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,342,754$222,383 ▲4.3%103,8844.5%ETFDFIVDimensional International Value ETF$4,892,872$118,178 ▲2.5%138,4914.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,256,073$128,731 ▲3.1%87,8453.6%ManufacturingDFGRDimensional Global Real Estate ETF$4,085,996$87,297 ▲2.2%165,2243.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,830,629$103,539 ▲2.8%49,2433.2%ETFDFACDimensional U.S. Core Equity 2 ETF$1,429,428$4,221 ▼-0.3%41,6501.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,393,490$73,540 ▲5.6%54,9701.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,101,966$2,565 ▼-0.2%17,1860.9%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$896,869$90,027 ▼-9.1%18,1810.8%ManufacturingNULVNuveen ESG Large-Cap Value ETF$895,637$37,762 ▼-4.0%23,0300.8%ETFMUBiShares National Muni Bond ETF$799,8760.0%7,5710.7%ETFESGUiShares ESG Aware MSCI USA ETF$786,315$44,181 ▼-5.3%6,1580.7%ManufacturingBGRNiShares USD Green Bond ETF$681,322$38,656 ▲6.0%14,7170.6%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$523,988$3,245 ▼-0.6%6,9430.4%ManufacturingWMTWalmart$511,3960.0%5,4990.4%Retail/WholesaleNUSCNuveen ESG Small-Cap ETF$499,487$828 ▼-0.2%12,0620.4%ETFWTMWhite Mountains Insurance Group$493,5490.0%2700.4%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$452,393$9,356 ▲2.1%18,3750.4%ManufacturingVCEBVanguard ESG U.S. Corporate Bond ETF$443,650$19,745 ▲4.7%7,2350.4%ETFIBMInternational Business Machines$439,8340.0%2,0020.4%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$387,792$11,416 ▲3.0%11,7870.3%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$341,597$12,000 ▼-3.4%13,9200.3%ETFEFViShares MSCI EAFE Value ETF$325,132$9,131 ▲2.9%6,2670.3%ETFIVViShares Core S&P 500 ETF$278,248$29,750 ▼-9.7%4770.2%ETFSPLGSPDR Portfolio S&P 500 ETF$257,423$1,025 ▼-0.4%3,7690.2%ETFITWIllinois Tool Works$209,2120.0%8540.2%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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