§ 13F · FUND PROFILE
Shotwell Rutter Baer Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 37Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 76K | $24M | 14.3% | +6% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 217K | $17M | 10.3% | +1% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 263K | $14M | 8.1% | +4% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 166K | $14M | 8.1% | +4% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 106K | $12M | 6.9% | +2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 178K | $11M | 6.7% | +2% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 130K | $10M | 6.2% | +1% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 162K | $10M | 5.7% | +5% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 224K | $9M | 5.2% | −2% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 138K | $7M | 4.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHOTWELL SIGNAL
AC read
Shotwell Rutter Baer Inc is a Other fund managing $155 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed