Investor
Shotwell Rutter Baer Inc
CIK 0002008310 · filed 2026-04-22 · SEC filing
13F book
$170.2M
Positions
38
0 new · 1 sold
Largest name
14.3%
Vanguard Index Fds
Est. mark
−$710.1K
Price effect on 38 names still held. Flow $4.36M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 75.7K | $24.3M | 14.3% | −$1.38M | Added$54.8K |
| American Centy Etf Tr | — | 216.6K | $17.5M | 10.3% | $463.9K | Added$690.2K |
| Dimensional Etf Trust | — | 263K | $13.8M | 8.1% | −$110.1K | Added$390.1K |
| Vanguard Scottsdale Fds | — | 166.2K | $13.8M | 8.1% | −$164.7K | Added$359.7K |
| American Centy Etf Tr | — | 106.3K | $11.7M | 6.9% | $347.7K | Added$522.6K |
| Vanguard Tax-Managed Fds | — | 177.7K | $11.4M | 6.7% | $24.4K | Added$233.8K |
| American Centy Etf Tr | — | 130.2K | $10.5M | 6.2% | $135.4K | Added$232.1K |
| Vanguard Scottsdale Fds | — | 162.2K | $9.66M | 5.7% | −$60.4K | Added$384.1K |
| Dimensional Etf Trust | — | 224.4K | $8.85M | 5.2% | $148.1K | Cut$343 |
| Dimensional Etf Trust | — | 138.1K | $7.29M | 4.3% | $312.1K | Cut$310.7K |
| Pimco Etf Tr | — | 138.8K | $7.24M | 4.3% | −$66.6K | Cut−$1.32M |
| Vanguard Malvern Fds | — | 109.8K | $5.48M | 3.2% | $46.5K | Added$311.7K |
| Dimensional Etf Trust | — | 195.2K | $5.19M | 3.0% | −$16.7K | Added$240.4K |
| Vanguard Scottsdale Fds | — | 58.2K | $4.61M | 2.7% | −$28.2K | Added$202.9K |
| J P Morgan Exchange Traded F | — | 92K | $4.6M | 2.7% | −$39.9K | Added$1.79M |
| Ishares Tr | — | 19.7K | $1.48M | 0.9% | −$30.8K | Added−$27.4K |
| Dimensional Etf Trust | — | 37.6K | $1.46M | 0.9% | −$59.4K | Cut−$106K |
| Nushares Etf Tr | — | 26.1K | $1.19M | 0.7% | −$19.6K | Cut−$71.9K |
| Ishares Tr | — | 20.8K | $1.15M | 0.7% | −$66.5K | Added−$50K |
| Ishares Tr | — | 16.5K | $785.4K | 0.5% | −$7.36K | Cut−$10.7K |
| Ishares Tr | — | 5.39K | $761.8K | 0.4% | −$49.3K | Cut−$50.8K |
| Walmart Inc. | WMT | 5.45K | $677.2K | 0.4% | $61.1K | Held |
| Nushares Etf Tr | — | 14.4K | $649.4K | 0.4% | −$20.2K | Cut−$21.2K |
| Ishares Tr | — | 5.63K | $597.3K | 0.4% | −$7.77K | Cut−$41.9K |
| Ishares Inc | — | 12.4K | $564.8K | 0.3% | −$4.72K | Cut−$15K |
| Ishares Tr | — | 5.91K | $564.6K | 0.3% | −$8.27K | Cut−$11.1K |
| Vanguard World Fd | — | 8.58K | $539K | 0.3% | −$7.05K | Added−$1.58K |
| White Mtns Ins Group Ltd | — | 242 | $531.7K | 0.3% | $29.6K | Held |
| Ishares Tr | — | 21.2K | $530.7K | 0.3% | −$3.5K | Added$10.9K |
| International Business Machs | — | 2K | $485.1K | 0.3% | −$120.8K | Held |
| Spdr Series Trust | — | 17.2K | $427.1K | 0.3% | −$4.31K | Cut−$48.2K |
| Dimensional Etf Trust | — | 10.9K | $372K | 0.2% | $5.04K | Cut−$45.9K |
| Ishares Tr | — | 5K | $371.8K | 0.2% | $10.7K | Cut−$5.24K |
| Ishares Tr | — | 474 | $309.6K | 0.2% | −$17.9K | Added−$6.18K |
| Spdr Series Trust | — | 3.13K | $239.6K | 0.1% | −$14.3K | Cut−$16.2K |
| American Centy Etf Tr | — | 2.25K | $224.4K | 0.1% | $7.57K | Cut$335 |
| Illinois Tool Wks Inc | — | 854 | $222.4K | 0.1% | $5.6K | Held |
| Ishares Tr | — | 2.4K | $217.2K | 0.1% | −$1.94K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.