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CIK: 0002008310
Total reported value
$182.1M
$182.1M
33 檔
31.4%
The Q1 2025 SEC filing reveals that Shotwell Rutter Baer Inc held a total portfolio value of $182.1M, covering 33 public equity positions.
In Q1 2025, Shotwell Rutter Baer Inc displayed an active expansion posture, initiating 0 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.27% | +0.94% | +0.27% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.45% | +0.28% | -0.11% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 10.26% | -0.32% | +1.26% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 7.27% | -0.28% | +1.72% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.13% | +0.11% | +0.12% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.60% | +0.19% | +2.41% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.46% | +0.46% | +0.56% | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 5.48% | -0.43% | +0.37% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-Other | 4.79% | -0.37% | +0.73% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 4.37% | -0.38% | +0.27% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.93% | -0.14% | +1.51% | |
| 12 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.65% | +0.04% | +1.53% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.45% | -0.04% | +0.67% | |
| 14 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.21% | -0.01% | -1.92% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | +0.06% | -0.46% | |
| 16 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.95% | +0.04% | +1.04% | |
| 17 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.79% | +0.03% | +4.98% | |
| 18 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.71% | +0.09% | +6.02% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.02% | -2.79% | |
| 20 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.66% | -0.01% | +7.69% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.54% | +0.03% | -9.03% | |
| 22 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.43% | -0.01% | +7.16% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.43% | -0.02% | +8.00% | |
| 24 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.42% | -0.05% | — | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | — | -8.50% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | +0.03% | — | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.06% | -0.91% | |
| 28 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.39% | +0.03% | +6.37% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.36% | +0.03% | +4.99% | |
| 30 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.30% | — | -0.43% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.29% | -0.02% | -1.79% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | -4.40% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.02% | — |
According to official SEC Form 13F filings, Shotwell Rutter Baer Inc reported a total U.S. public equity portfolio value of $182.1M across 33 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AVLV, VCIT) accounted for 31.4% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
ITW
前期市值: $209.2K
During Q1 2025, Shotwell Rutter Baer Inc's top holdings by market value included VTI (15.3%)、AVLV (10.4%)、VCIT (10.3%). The largest single position, VTI, represented 15.3% of total portfolio value.
In Q1 2025, Shotwell Rutter Baer Inc made 31 total portfolio adjustments, initiating 0 new buys, adding to 20 positions, trimming 10 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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