account_balance

Investment manager · 13F filer · SEC CIK 2008310

Shotwell Rutter Baer Inc

Reported value$180Mas of Sep 30, 2026
Positions39 1 new, 0 sold out
Top 10 weight76.1%VTI alone is 15%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 15.4% Held
AVLV American Centy ETF Tr 10.4% Held
DFGX Dimensional ETF Trust 7.8% Added +3%
VCIT Vanguard Scottsdale FDS 7.8% Added +4%
VEA Vanguard Tax-Managed FDS 6.8% Held
AVUV American Centy ETF Tr 6.7% Held
AVEM American Centy ETF Tr 6.5% Held
VGIT Vanguard Scottsdale FDS 5.4% Added +3%
DISV Dimensional ETF Trust 5.2% Held
DFIV Dimensional ETF Trust 4.1% Held
MUNI Pimco ETF Tr 3.8% Added +2%
VTIP Vanguard Malvern FDS 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
  • BGRN +5%
  • VCIT +4%
  • DFGX +3%
  • JMUB +3%
arrow_downwardTrimmed
  • HYMB −4%
  • EFV −4%
  • DFAC −4%
  • MUB −4%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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