Shotwell Rutter Baer Inc 13F Holdings
CIK 0002008310 · LANSING, MI
As of Sep 30, 2025, Shotwell Rutter Baer Inc reported 37 positions worth
CIK 0002008310 · LANSING, MI
As of Sep 30, 2025, Shotwell Rutter Baer Inc reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 69,776 | $23.2M | 14.94% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 208,770 | 5.1M | 9.77% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 233,921 | 2.6M | 8.16% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 150,554 | 2.6M | 8.15% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 171,629 | 0.4M | 6.74% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 101,473 | 0.1M | 6.54% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 127,491 | $9.8M | 6.29% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 167,307 | $8.8M | 5.65% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 144,881 | $8.7M | 5.60% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 226,306 | $8.1M | 5.24% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 135,462 | $6.3M | 4.05% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 174,862 | $4.7M | 3.04% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 92,234 | $4.6M | 2.98% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 52,168 | $4.2M | 2.68% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 41,147 | .6M | 1.03% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | — | 19,346 | .5M | 0.96% |
| STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | HYMB | — | 59,534 | .5M | 0.96% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 27,582 | .2M | 0.78% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 20,610 | .2M | 0.77% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 5,465 | $804.4K | 0.52% |
| ISHARES USD GREEN BOND ETF | BGRN | — | 16,522 | $793.6K | 0.51% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 7,023 | $748.4K | 0.48% |
| NUVEEN ESG SMALL-CAP ETF | NUSC | — | 14,577 | $650.4K | 0.42% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 2,002 | $579.4K | 0.37% |
| WALMART INC | WMT | Consumer Defensive | 5,449 | $560.7K | 0.36% |