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Shotwell Rutter Baer Inc

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13F filer, CIK 2008310, LANSING, MI

Shotwell Rutter Baer Inc reported $166,547,974 across 39 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 76.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000025

Period
2025-12-31
Reported value
$167M
Holdings
39
Top 10 weight
76.33%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMUBnew+55,479$2.81M
DFGXadded+19,501$1.03M
VCITadded+9,324$781K
VTIPadded+12,246$606K
VGITadded+9,852$591K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HYMBreduced-40,561-$1.02M
MUNIreduced-4,607-$243K
MUBreduced-1,079-$116K
DFACreduced-2,371-$95.9K
WTMreduced-28-$58.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000025, largest first. % of portfolio is the value over $166,547,974, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,914 shares; 2024Q4: 69,476 shares; 2025Q1: 69,661 shares; 2025Q2: 70,664 shares; 2025Q3: 69,776 shares; 2025Q4: 71,260 shares 71,260$24.2M14.55%+1,484Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,962 shares; 2024Q4: 203,485 shares; 2025Q1: 203,263 shares; 2025Q2: 207,156 shares; 2025Q3: 208,770 shares; 2025Q4: 213,775 shares 213,775$16.8M10.07%+5,005Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,258 shares; 2025Q3: 233,921 shares; 2025Q4: 253,422 shares 253,422$13.4M8.05%+19,501Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,903 shares; 2024Q4: 140,417 shares; 2025Q1: 142,193 shares; 2025Q2: 146,546 shares; 2025Q3: 150,554 shares; 2025Q4: 159,878 shares 159,878$13.4M8.04%+9,324Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,687 shares; 2024Q4: 93,720 shares; 2025Q1: 95,978 shares; 2025Q2: 101,194 shares; 2025Q3: 101,473 shares; 2025Q4: 104,736 shares 104,736$11.2M6.74%+3,263Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,711 shares; 2024Q4: 171,984 shares; 2025Q1: 172,195 shares; 2025Q2: 173,112 shares; 2025Q3: 171,629 shares; 2025Q4: 174,418 shares 174,418$11.2M6.7%+2,789Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,102 shares; 2024Q4: 129,805 shares; 2025Q1: 130,536 shares; 2025Q2: 130,923 shares; 2025Q3: 127,491 shares; 2025Q4: 128,995 shares 128,995$10.3M6.16%+1,504Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,486 shares; 2024Q4: 135,213 shares; 2025Q1: 137,538 shares; 2025Q2: 141,186 shares; 2025Q3: 144,881 shares; 2025Q4: 154,733 shares 154,733$9.27M5.57%+9,852Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,351 shares; 2024Q4: 234,507 shares; 2025Q1: 235,368 shares; 2025Q2: 232,506 shares; 2025Q3: 226,306 shares; 2025Q4: 228,250 shares 228,250$8.85M5.31%+1,944Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,560 shares; 2024Q4: 103,884 shares; 2025Q1: 104,643 shares; 2025Q2: 159,876 shares; 2025Q3: 167,307 shares; 2025Q4: 162,700 shares 162,700$8.57M5.15%-4,607Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,146 shares; 2024Q4: 138,491 shares; 2025Q1: 138,862 shares; 2025Q2: 139,062 shares; 2025Q3: 135,462 shares; 2025Q4: 138,142 shares 138,142$6.98M4.19%+2,680Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,188 shares; 2024Q4: 87,845 shares; 2025Q1: 89,172 shares; 2025Q2: 90,648 shares; 2025Q3: 92,234 shares; 2025Q4: 104,480 shares 104,480$5.17M3.11%+12,246Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,694 shares; 2024Q4: 165,224 shares; 2025Q1: 167,755 shares; 2025Q2: 171,249 shares; 2025Q3: 174,862 shares; 2025Q4: 185,498 shares 185,498$4.95M2.97%+10,636Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,912 shares; 2024Q4: 49,243 shares; 2025Q1: 49,575 shares; 2025Q2: 50,830 shares; 2025Q3: 52,168 shares; 2025Q4: 55,239 shares 55,239$4.41M2.65%+3,071Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,479 shares 55,479$2.81M1.69%newTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,773 shares; 2024Q4: 41,650 shares; 2025Q1: 41,457 shares; 2025Q2: 41,458 shares; 2025Q3: 41,147 shares; 2025Q4: 38,776 shares 38,776$1.57M0.94%-2,371Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,226 shares; 2024Q4: 17,186 shares; 2025Q1: 17,364 shares; 2025Q2: 17,410 shares; 2025Q3: 19,346 shares; 2025Q4: 19,618 shares 19,618$1.51M0.91%+272Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,001 shares; 2024Q4: 23,030 shares; 2025Q1: 24,176 shares; 2025Q2: 24,343 shares; 2025Q3: 27,582 shares; 2025Q4: 27,249 shares 27,249$1.26M0.76%-333Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,006 shares; 2024Q4: 18,181 shares; 2025Q1: 19,276 shares; 2025Q2: 19,255 shares; 2025Q3: 20,610 shares; 2025Q4: 20,470 shares 20,470$1.2M0.72%-140Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,158 shares; 2025Q1: 5,602 shares; 2025Q2: 5,465 shares; 2025Q3: 5,465 shares; 2025Q4: 5,397 shares 5,397$813K0.49%-68Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,882 shares; 2024Q4: 14,717 shares; 2025Q1: 15,849 shares; 2025Q2: 15,693 shares; 2025Q3: 16,522 shares; 2025Q4: 16,615 shares 16,615$796K0.48%+93Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,062 shares; 2025Q1: 12,830 shares; 2025Q2: 13,130 shares; 2025Q3: 14,577 shares; 2025Q4: 14,434 shares 14,434$671K0.4%-143Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 7,571 shares; 2025Q1: 7,360 shares; 2025Q2: 7,326 shares; 2025Q3: 7,023 shares; 2025Q4: 5,944 shares 5,944$639K0.38%-1,079Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,499 shares; 2024Q4: 5,499 shares; 2025Q1: 5,449 shares; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,449 shares 5,449$616K0.37%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares 2,002$606K0.36%0Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 11,787 shares; 2025Q1: 12,375 shares; 2025Q2: 12,502 shares; 2025Q3: 12,637 shares; 2025Q4: 12,646 shares 12,646$580K0.35%+9Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,943 shares; 2025Q1: 6,353 shares; 2025Q2: 6,082 shares; 2025Q3: 5,937 shares; 2025Q4: 5,934 shares 5,934$576K0.35%-3Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 7,235 shares; 2025Q1: 7,814 shares; 2025Q2: 7,750 shares; 2025Q3: 7,941 shares; 2025Q4: 8,491 shares 8,491$541K0.32%+550Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,995 shares; 2024Q4: 18,375 shares; 2025Q1: 19,690 shares; 2025Q2: 19,598 shares; 2025Q3: 19,993 shares; 2025Q4: 20,600 shares 20,600$520K0.31%+607Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 242 shares 242$502K0.3%-28Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,069 shares; 2024Q4: 54,970 shares; 2025Q1: 53,916 shares; 2025Q2: 56,630 shares; 2025Q3: 59,534 shares; 2025Q4: 18,973 shares 18,973$475K0.29%-40,561Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,409 shares; 2024Q4: 13,920 shares; 2025Q1: 13,860 shares; 2025Q2: 13,500 shares; 2025Q3: 13,123 shares; 2025Q4: 12,471 shares 12,471$418K0.25%-652Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 6,267 shares; 2025Q1: 6,155 shares; 2025Q2: 5,957 shares; 2025Q3: 5,460 shares; 2025Q4: 5,220 shares 5,220$377K0.23%-240Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 477 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares 456$316K0.19%0Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 3,769 shares; 2025Q1: 3,769 shares; 2025Q2: 3,722 shares; 2025Q3: 3,231 shares; 2025Q4: 3,154 shares 3,154$256K0.15%-77Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,344 shares; 2025Q4: 2,322 shares 2,322$224K0.13%-22Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares 2,399$219K0.13%0Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares 854$217K0.13%0Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares 1,873$200K0.12%newTimeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000025 base2026-01-12acceptance time not in the bulk data set