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Portfolio (Quarterly) Guide ↗

Shotwell Rutter Baer Inc

· CIK 0002008310
13F Portfolio $182M AUM 38 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 Added 18 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVLV AMERICAN CENTY ETF TR 210,507.0 $19.2M 10.54% -3K -1.5% $91.21 +3.1%
2 AVUV AMERICAN CENTY ETF TR 103,556.0 $12.9M 7.09% -1K -1.1% $124.76 +0.6%
3 AVEM AMERICAN CENTY ETF TR 125,042.0 $12.1M 6.62% -4K -3.1% $96.49 -1.8%
4 DISV DIMENSIONAL ETF TRUST 216,654.0 $8.7M 4.77% -12K -5.1% $40.13 +11.1%
5 DFIV DIMENSIONAL ETF TRUST 131,479.0 $7.1M 3.90% -7K -4.8% $54.02 +7.3%
6 MUNI PIMCO ETF TR 134,830.0 $7.1M 3.89% -28K -17.1% $52.60 -1.8%
7 DFAC DIMENSIONAL ETF TRUST 37,626.0 $1.7M 0.92% -1K -3.0% $44.36 +2.8%
8 USXF ISHARES TR 19,943.0 $1.4M 0.76% -527.0 -2.6% $69.45 -2.0%
9 NULV NUSHARES ETF TR 26,476.0 $1.3M 0.73% -773.0 -2.8% $49.99 +7.8%
10 ESGU ISHARES TR 5,308.0 $869K 0.48% -89.0 -1.6% $163.67 +3.1%
11 ESGE ISHARES INC 11,873.0 $649K 0.36% -773.0 -6.1% $54.69 -1.2%
12 MUB ISHARES TR 5,618.0 $605K 0.33% -326.0 -5.5% $107.62 -2.2%
13 ESGD ISHARES TR 5,802.0 $597K 0.33% -132.0 -2.2% $102.81 +3.7%
14 WTM WHITE MTNS INS GROUP LTD Financial Services 231.0 $479K 0.26% -11.0 -4.5% $2073.39 +3.0%
15 HYMB SPDR SERIES TRUST 17,040.0 $433K 0.24% -2K -10.2% $25.44 -2.5%
16 DFAX DIMENSIONAL ETF TRUST 10,864.0 $400K 0.22% -2K -12.9% $36.84 +4.0%
17 EFV ISHARES TR 4,805.0 $368K 0.20% -415.0 -8.0% $76.55 +6.8%
18 AVDV AMERICAN CENTY ETF TR 2,197.0 $226K 0.12% -125.0 -5.4% $103.05 +9.1%

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
Consumer Defensive 32.7%
Technology 29.8%
Financial Services 25.3%
Industrials 12.2%