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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 2026-03-31, filed 2026-04-22, with 38 holding rows worth $170,197,922.

Accession
0001754960-26-000301
Filer
CIK 2008310
Filed
2026-04-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 38 entries on the cover page, a total value of $170,197,922 stated on the cover page (in dollars after the unit check, H1), rows summing to $170,197,922 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
VTI922908769COM75,725$24,293,205dollars as filed
Avantis US Large Cap Value ETF025072349SHS216,582$17,458,706dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF262,958$13,792,279dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS166,214$13,754,206dollars as filed
Avantis US Small Cap Value ETF025072877SHS106,319$11,745,102dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS177,685$11,386,037dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS130,195$10,491,079dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS162,197$9,658,825dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS224,439$8,851,877dollars as filed
Dimensional International Value ETF25434V807SHS138,113$7,289,599dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT138,816$7,244,822dollars as filed
VANGUARD MALVERN FDS922020805SHS109,789$5,483,963dollars as filed
Dimensional Global Real Estate ETF25434V658COM195,171$5,187,635dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM58,155$4,609,936dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF92,000$4,599,080dollars as filed
ISHARES TR46436E759COM19,663$1,483,573dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 237,626$1,462,146dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL26,118$1,188,369dollars as filed
ISHARES TR46436E767COM20,769$1,146,449dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS16,545$785,424dollars as filed
ISHARES TR46435G425COM5,387$761,830dollars as filed
Walmart Inc.931142103COM5,449$677,187dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP14,411$649,360dollars as filed
ISHARES TR464288414NATIONAL MUN ETF5,627$597,306dollars as filed
ISHARES INC46434G863COM12,422$564,828dollars as filed
ISHARES TR46435G516COM5,905$564,636dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS8,578$538,956dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM242$531,664dollars as filed
ISHARES TR46435G243COM21,173$530,701dollars as filed
International Business Machines Corporation459200101COM2,002$485,149dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH17,221$427,077dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE10,950$371,972dollars as filed
iShares MSCI EAFE Value ETF464288877SHS5,000$371,750dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS474$309,622dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,131$239,647dollars as filed
Avantis International Small Cap Val ETF025072802SHS2,247$224,385dollars as filed
ILLINOIS TOOL WKS INC452308109COM854$222,359dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,399$217,181dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000301this filing2026-04-22acceptance time not in the bulk data set