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Disclosery

13F-HR filed by Shotwell Rutter Baer Inc

Shotwell Rutter Baer Inc filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-12, with 39 holding rows worth $166,547,974.

Accession
0001754960-26-000025
Filer
CIK 2008310
Filed
2026-01-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 39 entries on the cover page, a total value of $166,547,974 stated on the cover page (in dollars after the unit check, H1), rows summing to $166,547,974 with VALUE read as dollars as filed, 13F file number 028-23514. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM71,260$24,238,378dollars as filed
Avantis US Large Cap Value ETF025072349SHS213,775$16,768,486dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF253,422$13,402,224dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS159,878$13,394,553dollars as filed
Avantis US Small Cap Value ETF025072877SHS104,736$11,222,488dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS174,418$11,152,262dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS128,995$10,258,987dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS154,733$9,274,722dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS228,250$8,851,534dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT162,700$8,569,424dollars as filed
Dimensional International Value ETF25434V807SHS138,142$6,978,928dollars as filed
VANGUARD MALVERN FDS922020805SHS104,480$5,172,295dollars as filed
Dimensional Global Real Estate ETF25434V658COM185,498$4,947,227dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM55,239$4,407,005dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF55,479$2,813,340dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 238,776$1,568,101dollars as filed
ISHARES TR46436E759COM19,618$1,510,978dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL27,249$1,260,266dollars as filed
ISHARES TR46436E767COM20,470$1,196,402dollars as filed
ISHARES TR46435G425COM5,397$812,626dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS16,615$796,139dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP14,434$670,604dollars as filed
ISHARES TR464288414NATIONAL MUN ETF5,944$639,158dollars as filed
Walmart Inc.931142103COM5,449$616,105dollars as filed
International Business Machines Corporation459200101COM2,002$605,901dollars as filed
ISHARES INC46434G863COM12,646$579,819dollars as filed
ISHARES TR46435G516COM5,934$575,717dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS8,491$540,537dollars as filed
ISHARES TR46435G243COM20,600$519,841dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM242$502,027dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH18,973$475,275dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE12,471$417,903dollars as filed
iShares MSCI EAFE Value ETF464288877SHS5,220$376,988dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS456$315,803dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,154$255,852dollars as filed
Avantis International Small Cap Val ETF025072802SHS2,322$224,050dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,399$219,125dollars as filed
ILLINOIS TOOL WKS INC452308109COM854$216,755dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF1,873$200,149dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000025this filing2026-01-12acceptance time not in the bulk data set