§ 13F · FUND PROFILE
Shotwell Rutter Baer Inc.
AUM · $182M (13F)Positions · 38Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 75K | $28M | 15.2% | −1% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 211K | $19M | 10.5% | −3% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 265K | $14M | 7.8% | +1% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 171K | $14M | 7.8% | +3% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 104K | $13M | 7.1% | −3% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 174K | $12M | 6.8% | −2% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 125K | $12M | 6.6% | −4% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 167K | $10M | 5.4% | +3% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 217K | $9M | 4.8% | −3% |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 131K | $7M | 3.9% | −5% |
§ 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 $182 million in assets. The fund runs a portfolio of 38 positions.
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