Shotwell Rutter Baer Inc ETF holdings
Lansing, MI
Reported $180.3M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$180.3M
ETFs held
34
Change from prior quarter
+7.1%
With price moves
ETFs as a share of its 13F
99.0%
of $182.1M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $27.7M | 74,857 | −868 shares |
| AVLV | Avantis US Large Cap Value ETF | $19.2M | 210,507 | −6,075 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $14.2M | 264,904 | +1,946 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $14.1M | 170,966 | +4,752 shares |
| AVUV | Avantis US Small Cap Value ETF | $12.9M | 103,556 | −2,763 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $12.4M | 173,769 | −3,916 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $12.1M | 125,042 | −5,153 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $9.8M | 166,625 | +4,428 shares |
| DISV | Dimensional International Small Cap Value ETF | $8.7M | 216,654 | −7,785 shares |
| DFIV | Dimensional International Value ETF | $7.1M | 131,479 | −6,634 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002008310. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shotwell Rutter Baer Inc own?
Shotwell Rutter Baer Inc reported 34 ETF positions worth $180.3M in its Form 13F for June 30, 2026. The largest was VTI, at $27.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.