§ 13F · FUND PROFILE
Shotwell Rutter Baer Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $147.2T (13F)Positions · 37Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 71K | $24.2T | 14.6% | +2% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 214K | $16.8T | 10.1% | +2% |
| 3 | DFGX | DIMENSIONAL ETF TRUST | 253K | $13.4T | 8.0% | +8% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 160K | $13.4T | 8.0% | +6% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 105K | $11.2T | 6.7% | +3% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 174K | $11.2T | 6.7% | +2% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 129K | $10.3T | 6.2% | +1% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 155K | $9.3T | 5.6% | +7% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 228K | $8.9T | 5.3% | +1% |
| 10 | MUNI | PIMCO ETF TR | 163K | $8.6T | 5.1% | −3% |
§ 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 $147203.1 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed