Skip to content
Disclosery

Shotwell Rutter Baer Inc

Follow

13F filer, CIK 2008310, LANSING, MI

Shotwell Rutter Baer Inc reported $170,197,922 across 38 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 75.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000301

Period
2026-03-31
Reported value
$170M
Holdings
38
Top 10 weight
75.63%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMUBadded+36,521$1.83M
VTIadded+4,465$1.43M
VCITadded+6,336$524K
DFGXadded+9,536$500K
VGITadded+7,464$444K

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
MUNIreduced-23,884-$1.25M
SUBexited-1,873-$200K
DISVreduced-3,811-$150K
DFAXreduced-1,521-$51.7K
NULVreduced-1,131-$51.5K

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000301, largest first. % of portfolio is the value over $170,197,922, 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; 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; 2026Q1: 75,725 shares 75,725$24.3M14.27%+4,465Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 216,582 shares 216,582$17.5M10.26%+2,807Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,258 shares; 2025Q3: 233,921 shares; 2025Q4: 253,422 shares; 2026Q1: 262,958 shares 262,958$13.8M8.1%+9,536Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 166,214 shares 166,214$13.8M8.08%+6,336Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 106,319 shares 106,319$11.7M6.9%+1,583Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 177,685 shares 177,685$11.4M6.69%+3,267Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 130,195 shares 130,195$10.5M6.16%+1,200Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 162,197 shares 162,197$9.66M5.68%+7,464Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 224,439 shares 224,439$8.85M5.2%-3,811Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,113 shares 138,113$7.29M4.28%-29Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 138,816 shares 138,816$7.24M4.26%-23,884Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 109,789 shares 109,789$5.48M3.22%+5,309Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 195,171 shares 195,171$5.19M3.05%+9,673Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,155 shares 58,155$4.61M2.71%+2,916Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,479 shares; 2026Q1: 92,000 shares 92,000$4.6M2.7%+36,521Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 19,663 shares 19,663$1.48M0.87%+45Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,626 shares 37,626$1.46M0.86%-1,150Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 26,118 shares 26,118$1.19M0.7%-1,131Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,769 shares 20,769$1.15M0.67%+299Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,545 shares 16,545$785K0.46%-70Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,387 shares 5,387$762K0.45%-10Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,449 shares 5,449$677K0.4%0Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,411 shares 14,411$649K0.38%-23Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,627 shares 5,627$597K0.35%-317Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,422 shares 12,422$565K0.33%-224Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,905 shares 5,905$565K0.33%-29Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,578 shares 8,578$539K0.32%+87Timeline
WTMWHITE MTNS INS GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242$532K0.31%0Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,173 shares 21,173$531K0.31%+573Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,002 shares 2,002$485K0.29%0Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,221 shares 17,221$427K0.25%-1,752Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,950 shares 10,950$372K0.22%-1,521Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,000 shares 5,000$372K0.22%-220Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 477 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 474 shares 474$310K0.18%+18Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,131 shares 3,131$240K0.14%-23Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,344 shares; 2025Q4: 2,322 shares; 2026Q1: 2,247 shares 2,247$224K0.13%-75Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares 854$222K0.13%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares 2,399$217K0.13%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUBISHARES TR1,873$200Kshares

How Q1 2026 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 0001754960-26-000301 base2026-04-22acceptance time not in the bulk data set