Shotwell Rutter Baer Inc: 13F holdings
CIK 20083102026Q2
| Positions | 38 |
|---|
| Reported value | $182.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 38 (+0 vs prior quarter) |
|---|
| Reported value | $182.1m (+7.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 74,857 | $27.7m | 15.2% |
| AVLV AMERICAN CENTY ETF TR | 210,507 | $19.2m | 10.5% |
| DFGX DIMENSIONAL ETF TRUST | 264,904 | $14.2m | 7.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 170,966 | $14.1m | 7.8% |
| AVUV AMERICAN CENTY ETF TR | 103,556 | $12.9m | 7.1% |
| VEA VANGUARD TAX-MANAGED FDS | 173,769 | $12.4m | 6.8% |
| AVEM AMERICAN CENTY ETF TR | 125,042 | $12.1m | 6.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 166,625 | $9.8m | 5.4% |
| DISV DIMENSIONAL ETF TRUST | 216,654 | $8.7m | 4.8% |
| DFIV DIMENSIONAL ETF TRUST | 131,479 | $7.1m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008310")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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