Shotwell Rutter Baer Inc Top Holdings and 13F Report (2024) About Shotwell Rutter Baer IncInvestment ActivityShotwell Rutter Baer Inc has $121.63 million in total holdings as of September 30, 2024.Shotwell Rutter Baer Inc owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.13% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Shotwell Rutter Baer Inc has purchased 33 new stocks and bought additional shares in 22 stocks.Shotwell Rutter Baer Inc sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,050,989Avantis U.S. Large Cap Value ETF $13,532,881Vanguard Intermediate-Term Corporate Bond ETF $11,169,930Avantis U.S. Small Cap Value ETF $9,073,819Vanguard FTSE Developed Markets ETF $8,592,974 Largest New Holdings this Quarter Illinois Tool Works $220,753 Holding Largest Purchases this Quarter Avantis U.S. Large Cap Value ETF 7,740 shares (about $513.55K)Vanguard Intermediate-Term Corporate Bond ETF 4,487 shares (about $371.52K)Vanguard Total Stock Market ETF 1,145 shares (about $323.75K)Vanguard Intermediate-Term Treasury Index ETF 5,285 shares (about $315.04K)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 4,870 shares (about $256.55K) Largest Sales this Quarter White Mountains Insurance Group 30 shares (about $53.29K)SPDR Portfolio S&P 500 ETF 399 shares (about $26.89K)iShares MSCI EAFE Value ETF 349 shares (about $19.87K)Dimensional World ex U.S. Core Equity 2 ETF 703 shares (about $19.00K)iShares ESG Aware MSCI USA ETF 101 shares (about $12.72K) 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$20,050,989$323,750 ▲1.6%70,91416.5%ETFAVLVAvantis U.S. Large Cap Value ETF$13,532,881$513,549 ▲3.9%203,96211.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,169,930$371,522 ▲3.4%134,9039.2%ETFAVUVAvantis U.S. Small Cap Value ETF$9,073,819$212,263 ▲2.4%94,6877.5%ETFVEAVanguard FTSE Developed Markets ETF$8,592,974$252,816 ▲3.0%164,7117.1%ETFAVEMAvantis Emerging Markets Equity ETF$8,358,213$208,327 ▲2.6%127,1026.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,778,281$315,039 ▲4.2%130,4866.4%ETFDISVDimensional International Small Cap Value ETF$6,598,442$208,525 ▲3.3%229,3515.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,244,821$256,552 ▲5.1%99,5604.3%ETFDFIVDimensional International Value ETF$5,131,480$176,978 ▲3.6%135,1464.2%ETFDFGRDimensional Global Real Estate ETF$4,559,785$101,267 ▲2.3%161,6943.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,162,276$153,469 ▲3.8%85,1883.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,774,504$122,897 ▲3.4%47,9123.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,431,5610.0%41,7731.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,361,604$27,274 ▲2.0%52,0691.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,224,080$66,299 ▲5.7%17,2261.0%ManufacturingNULVNuveen ESG Large-Cap Value ETF$993,401$74,750 ▲8.1%24,0010.8%ETFUSXFiShares ESG Advanced MSCI USA ETF$983,095$54,545 ▲5.9%20,0060.8%ManufacturingESGUiShares ESG Aware MSCI USA ETF$818,854$12,716 ▼-1.5%6,5040.7%ManufacturingMUBiShares National Muni Bond ETF$817,819$1,512 ▼-0.2%7,5710.7%ETFBGRNiShares USD Green Bond ETF$663,555$32,504 ▲5.2%13,8820.5%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$580,676$6,068 ▼-1.0%6,9860.5%ManufacturingNUSCNuveen ESG Small-Cap ETF$513,243$40,993 ▲8.7%12,0820.4%ETFWTMWhite Mountains Insurance Group$479,577$53,286 ▼-10.0%2700.4%FinanceIBMInternational Business Machines$452,3440.0%2,0020.4%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$449,155$21,690 ▲5.1%17,9950.4%ManufacturingWMTWalmart$445,0800.0%5,4990.4%Retail/WholesaleVCEBVanguard ESG U.S. Corporate Bond ETF$443,262$24,366 ▲5.8%6,9130.4%ETFESGEiShares ESG Aware MSCI EM ETF$427,170$28,565 ▲7.2%11,4400.4%ManufacturingDFAXDimensional World ex U.S. Core Equity 2 ETF$389,331$18,995 ▼-4.7%14,4090.3%ETFEFViShares MSCI EAFE Value ETF$346,761$19,869 ▼-5.4%6,0910.3%ETFIVViShares Core S&P 500 ETF$303,9640.0%5280.2%ETFSPLGSPDR Portfolio S&P 500 ETF$255,004$26,889 ▼-9.5%3,7840.2%ETFITWIllinois Tool Works$220,753$220,753 ▲New Holding8540.2%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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