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Disclosed positions
Shotwell Rutter Baer Inc: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $27,700,175
- Reported amount
- 74,857
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000573Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $27,700,175 | 74,857 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $19,200,386 | 210,507 | SH | None |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $14,197,477 | 264,904 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $14,130,375 | 170,966 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $12,919,669 | 103,556 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $12,381,016 | 173,769 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $12,065,261 | 125,042 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $9,827,539 | 166,625 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $8,694,318 | 216,654 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $7,102,512 | 131,479 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $7,092,072 | 134,830 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $5,627,814 | 194,264 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $5,607,886 | 111,644 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $5,123,804 | 101,151 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $4,865,609 | 61,567 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $1,669,089 | 37,626 | SH | None |
| ISHARES TR | DMXF | ESG EAFE ETF | $1,661,544 | 19,640 | SH | None |
| ISHARES TR | USXF | ESG MSCI USA ETF | $1,385,041 | 19,943 | SH | None |
| NUSHARES ETF TR | NULV | NUVEEN ESG LRGVL | $1,323,535 | 26,476 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $868,760 | 5,308 | SH | None |
| ISHARES TR | BGRN | USD GRN BOND ETF | $824,176 | 17,361 | SH | None |
| NUSHARES ETF TR | NUSC | NUVEEN ESG SMLCP | $750,997 | 14,409 | SH | None |
| ISHARES INC | ESGE | ESG AWR MSCI EM | $649,334 | 11,873 | SH | None |
| WALMART INC | WMT | COM | $617,140 | 5,449 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $604,609 | 5,618 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $596,504 | 5,802 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $562,848 | 2,002 | SH | None |
| VANGUARD WORLD FD | VCEB | ESG US CORP BD | $550,405 | 8,770 | SH | None |
| ISHARES TR | SUSB | ESG AWRE 1 5 YR | $539,259 | 21,579 | SH | None |
| WHITE MTNS INS GROUP LTD | WTM | COM | $478,953 | 231 | SH | None |
| SPDR SERIES TRUST | HYMB | ST NUVE HIGH ETF | $433,491 | 17,040 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $400,230 | 10,864 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $367,823 | 4,805 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $348,983 | 466 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $285,610 | 3,250 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $231,695 | 2,399 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $231,055 | 854 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $226,401 | 2,197 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.