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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 2026-09-30, accepted by EDGAR 2026-10-13 23:46:10 UTC, with 39 holding rows worth $179,928,027.

Accession
0001754960-26-000861
Filer
CIK 2008310
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR daily index

Original filing

13F report for Q3 2026

A holdings report, 39 entries on the cover page, a total value of $179,928,027 stated on the cover page (in dollars after the unit check, H1), rows summing to $179,928,027 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
VTI922908769COM74,198$27,767,759dollars as filed
Avantis US Large Cap Value ETF025072349SHS207,085$18,728,812dollars as filed
DIMENSIONAL ETF TRUST25434V575INTL COR FIX ETF273,971$14,010,466dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS178,159$13,951,633dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS172,954$12,212,273dollars as filed
Avantis US Small Cap Value ETF025072877SHS102,546$12,076,878dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS124,383$11,694,482dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS171,599$9,722,809dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS216,693$9,380,638dollars as filed
Dimensional International Value ETF25434V807SHS132,130$7,380,791dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT137,992$6,856,845dollars as filed
VANGUARD MALVERN FDS922020805SHS113,110$5,567,253dollars as filed
Dimensional Global Real Estate ETF25434V658COM196,633$5,318,920dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF104,220$4,958,788dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM62,559$4,832,710dollars as filed
ISHARES TR46436E759COM19,888$1,683,519dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 236,148$1,606,779dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL26,328$1,386,169dollars as filed
ISHARES TR46436E767COM19,705$1,341,122dollars as filed
ISHARES TR46435G425COM5,297$883,540dollars as filed
iShares Trust iShares USD Green Bond ETF46435U440SHS18,196$830,073dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP14,065$682,504dollars as filed
ISHARES INC46434G863COM12,027$651,382dollars as filed
ISHARES TR46435G516COM5,788$596,453dollars as filed
Walmart Inc.931142103COM5,449$566,248dollars as filed
ISHARES TR464288414NATIONAL MUN ETF5,405$546,445dollars as filed
ISHARES TR46435G243COM21,750$531,353dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS8,852$527,402dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM231$463,499dollars as filed
International Business Machines Corporation459200101COM2,002$440,195dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE10,556$390,783dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH16,336$383,409dollars as filed
iShares MSCI EAFE Value ETF464288877SHS4,608$364,677dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS466$356,886dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,503$314,429dollars as filed
MARATHON PETE CORP COM56585A102Stock610$241,206dollars as filed
Avantis International Small Cap Val ETF025072802SHS2,193$239,870dollars as filed
ILLINOIS TOOL WKS INC452308109COM854$219,788dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,263$219,239dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000861this filing2026-10-14