Shotwell Rutter Baer Inc Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$113.4B
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 69,661 | $17.3B | 15.27% | |
| 2 | AVLVAMERICAN CENTY ETF TR | 203,263 | $11.9B | 10.45% | |
| 3 | VCITVANGUARD SCOTTSDALE FDS | 142,193 | $11.6B | 10.26% | |
| 4 | VGITVANGUARD SCOTTSDALE FDS | 137,538 | $8.2B | 7.27% | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 172,195 | $8.1B | 7.13% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 95,978 | $7.5B | 6.60% | |
| 7 | AVEMAMERICAN CENTY ETF TR | 130,536 | $7.3B | 6.46% | |
| 8 | DISVDIMENSIONAL ETF TRUST | 235,368 | $6.2B | 5.48% | |
| 9 | MUNIPIMCO ETF TR | 104,643 | $5.4B | 4.79% | |
| 10 | DFIVDIMENSIONAL ETF TRUST | 138,862 | $5.0B | 4.37% | |
| 11 | VTIPVANGUARD MALVERN FDS | 89,172 | $4.5B | 3.93% | |
| 12 | DFGRDIMENSIONAL ETF TRUST | 167,755 | $4.1B | 3.65% | |
| 13 | VCSHVANGUARD SCOTTSDALE FDS | 49,575 | $3.9B | 3.45% | |
| 14 | HYMBSPDR SER TR | 53,916 | $1.4B | 1.21% | |
| 15 | DFACDIMENSIONAL ETF TRUST | 41,457 | $1.2B | 1.09% | |
| 16 | DMXFISHARES TR | 17,364 | $1.1B | 0.95% | |
| 17 | NULVNUSHARES ETF TR | 24,176 | $894.0M | 0.79% | |
| 18 | USXFISHARES TR | 19,276 | $810.0M | 0.71% | |
| 19 | MUBISHARES TR | 7,360 | $778.2M | 0.69% | |
| 20 | BGRNISHARES TR | 15,849 | $748.1M | 0.66% | |
| 21 | ESGUISHARES TR | 5,602 | $617.5M | 0.54% | |
| 22 | SUSBISHARES TR | 19,690 | $491.5M | 0.43% | |
| 23 | VCEBVANGUARD WORLD FD | 7,814 | $491.3M | 0.43% | |
| 24 | WTMWHITE MTNS INS GROUP LTD | 270 | $477.8M | 0.42% | |
| 25 | ESGDISHARES TR | 6,353 | $476.2M | 0.42% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 2,002 | $455.3M | 0.40% | |
| 27 | WMTWALMART INC | 5,449 | $453.3M | 0.40% | |
| 28 | NUSCNUSHARES ETF TR | 12,830 | $445.8M | 0.39% | |
| 29 | ESGEISHARES INC | 12,375 | $402.4M | 0.36% | |
| 30 | DFAXDIMENSIONAL ETF TRUST | 13,860 | $336.1M | 0.30% | |
| 31 | EFVISHARES TR | 6,155 | $333.3M | 0.29% | |
| 32 | IVVISHARES TR | 456 | $231.5M | 0.20% | |
| 33 | SPYMSPDR SER TR | 3,769 | $224.1M | 0.20% |