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Portfolio (Quarterly) Guide ↗

Shotwell Rutter Baer Inc

· CIK 0002008310
13F Portfolio $155M AUM Filed Oct 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BGRN ISHARES TR 16,522.0 $794K 0.51% NEW $48.03 -1.9%
22 MUB ISHARES TR 7,023.0 $748K 0.48% NEW $106.57 -0.5%
23 NUSC NUSHARES ETF TR 14,577.0 $650K 0.42% NEW $44.62 +7.7%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 2,002.0 $579K 0.37% NEW $289.39 -24.2%
25 WMT WALMART INC Consumer Defensive 5,449.0 $561K 0.36% NEW $102.90 +27.7%
26 ESGD ISHARES TR 5,937.0 $560K 0.36% NEW $94.28 +7.6%
27 ESGE ISHARES INC 12,637.0 $560K 0.36% NEW $44.28 +17.1%
28 WTM WHITE MTNS INS GROUP LTD Financial Services 270.0 $512K 0.33% NEW $1896.20 +12.7%
29 VCEB VANGUARD WORLD FD 7,941.0 $509K 0.33% NEW $64.10 -2.9%
30 SUSB ISHARES TR 19,993.0 $505K 0.33% NEW $25.25 -1.3%
31 DFAX DIMENSIONAL ETF TRUST 13,123.0 $416K 0.27% NEW $31.70 +16.0%
32 EFV ISHARES TR 5,460.0 $373K 0.24% NEW $68.23 +14.6%
33 IVV ISHARES TR 456.0 $308K 0.20% NEW $676.42 +9.7%
34 SPYM SPDR SERIES TRUST 3,231.0 $256K 0.17% NEW $79.18 +9.8%
35 ITW ILLINOIS TOOL WKS INC Industrials 854.0 $216K 0.14% NEW $252.83 -2.0%
36 IEFA ISHARES TR 2,399.0 $212K 0.14% NEW $88.47 +8.6%
37 AVDV AMERICAN CENTY ETF TR 2,344.0 $211K 0.14% NEW $89.93 +20.5%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Consumer Defensive 30.0%
Financial Services 27.4%
Industrials 11.6%