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CIK: 0002008310
Total reported value
$182.1M
$182.1M
39 檔
43.4%
The Q4 2025 SEC filing reveals that Shotwell Rutter Baer Inc held a total portfolio value of $182.1M, covering 39 public equity positions.
In Q4 2025, Shotwell Rutter Baer Inc displayed an active expansion posture, initiating 2 new positions and adding to 18 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 | 14.55% | +0.94% | +2.13% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.07% | +0.28% | +2.40% | |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 8.05% | -0.31% | +8.34% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.04% | -0.32% | +6.19% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.74% | +0.19% | +3.22% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.70% | +0.11% | +1.63% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.16% | +0.46% | +1.18% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.57% | -0.28% | +6.80% | |
| 9 | DISV | Dimensional International Sm | ETF-Other | 5.31% | -0.43% | +0.86% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-Other | 5.15% | -0.37% | -2.75% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 4.19% | -0.38% | +1.98% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.11% | -0.14% | +13.28% | |
| 13 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.97% | +0.04% | +6.08% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.65% | -0.04% | +5.89% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.69% | +0.11% | — | |
| 16 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.94% | +0.06% | -5.76% | |
| 17 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.91% | +0.04% | +1.41% | |
| 18 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.76% | +0.03% | -1.21% | |
| 19 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.72% | +0.09% | -0.68% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.49% | +0.03% | -1.24% | |
| 21 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.48% | -0.01% | +0.56% | |
| 22 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.40% | +0.03% | -0.98% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.02% | -15.36% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.06% | — | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.03% | — | |
| 26 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.35% | +0.03% | +0.07% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.35% | — | -0.05% | |
| 28 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.32% | -0.02% | +6.93% | |
| 29 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.31% | -0.01% | +3.04% | |
| 30 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.30% | -0.05% | -10.37% | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.29% | -0.01% | -68.13% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.25% | — | -4.97% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.23% | -0.02% | -4.40% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.02% | -2.38% | |
| 36 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.13% | -0.01% | -0.94% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | — | — | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.13% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.12% | — | — |
According to official SEC Form 13F filings, Shotwell Rutter Baer Inc reported a total U.S. public equity portfolio value of $182.1M across 39 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AVLV, DFGX) accounted for 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
JMUB
市值: $2.8M
Top Position Liquidated / Trimmed
MUNI
前期市值: $8.8M
During Q4 2025, Shotwell Rutter Baer Inc's top holdings by market value included VTI (14.6%)、AVLV (10.1%)、DFGX (8.1%). The largest single position, VTI, represented 14.6% of total portfolio value.
In Q4 2025, Shotwell Rutter Baer Inc made 34 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 0 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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