Shotwell Rutter Baer Inc - Portfolio overview

Shotwell Rutter Baer Inc has 39 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 14.25%
2. AVLV - AMERICAN CENTY ETF TR, 10.24%
3. DFGX - DIMENSIONAL ETF TRUST, 8.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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