Shotwell Rutter Baer Inc Portfolio Holdings

Shotwell Rutter Baer Inc

  • $155 Billion
  • Q3 2025

Shotwell Rutter Baer Inc has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $23.2B, American Centy ETF Tr Avantis with a value of $15.1B, Dimensional ETF Trust with a value of $12.6B, Vanguard Intermediate Term Cor with a value of $12.6B, and Vanguard Ftse Developed Market with a value of $10.4B.

Examining the 13F form we can see an increase of $7.79B in the current position value, from $147B to 155B.

Shotwell Rutter Baer Inc is based out at Lansing, MI

Below you can find more details about Shotwell Rutter Baer Inc portfolio as well as his latest detailed transactions.

Portfolio value $155 Billion
ETFs: $118 Billion
Technology: $579 Million
Consumer Defensive: $561 Million
Financial Services: $512 Million
Industrials: $216 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.2 Billion 14.94% of portfolio
69,776
Q3 2025 Reduced 1.26%
$0
$15.1 Billion 9.77% of portfolio
208,770
Q3 2025 Added 0.78%
Dimensional ETF Trust
-
$12.6 Billion 8.16% of portfolio
-
Q3 2025 Added 2.93%
$0
$12.6 Billion 8.15% of portfolio
150,554
Q3 2025 Added 2.73%
$0
$10.4 Billion 6.74% of portfolio
171,629
Q3 2025 Reduced 0.86%
$0
$10.1 Billion 6.54% of portfolio
101,473
Q3 2025 Added 0.28%
$0
$9.75 Billion 6.29% of portfolio
127,491
Q3 2025 Reduced 2.62%
$0
$8.75 Billion 5.65% of portfolio
167,307
Q3 2025 Added 4.65%
$0
$8.68 Billion 5.6% of portfolio
144,881
Q3 2025 Added 2.62%
$0
$8.13 Billion 5.24% of portfolio
226,306
Q3 2025 Reduced 2.67%
$0
$6.28 Billion 4.05% of portfolio
135,462
Q3 2025 Reduced 2.59%
Dimensional ETF Trust
-
$4.72 Billion 3.04% of portfolio
-
Q3 2025 Added 2.11%
$0
$4.62 Billion 2.98% of portfolio
92,234
Q3 2025 Added 1.75%
$0
$4.16 Billion 2.68% of portfolio
52,168
Q3 2025 Added 2.63%
$0
$1.6 Billion 1.03% of portfolio
41,147
Q3 2025 Reduced 0.75%
$0
$1.49 Billion 0.96% of portfolio
19,346
Q3 2025 Added 11.12%
$0
$1.21 Billion 0.78% of portfolio
27,582
Q3 2025 Added 13.31%
$0
$1.2 Billion 0.77% of portfolio
20,610
Q3 2025 Added 7.04%
$0
$804 Million 0.52% of portfolio
5,465
Q2 2025 Reduced 2.45%
$0
$794 Million 0.51% of portfolio
16,522
Q3 2025 Added 5.28%
$0
$748 Million 0.48% of portfolio
7,023
Q3 2025 Reduced 4.14%
$0
$650 Million 0.42% of portfolio
14,577
Q3 2025 Added 11.02%
$259B
$579 Million 0.37% of portfolio
2,002
Q2 2024 Added 0.15%
$0
$560 Million 0.36% of portfolio
5,937
Q3 2025 Reduced 2.38%
$0
$560 Million 0.36% of portfolio
12,637
Q3 2025 Added 1.08%
$279B
$561 Million 0.36% of portfolio
5,449
Q1 2025 Reduced 0.91%
$0
$509 Million 0.33% of portfolio
7,941
Q3 2025 Added 2.46%
$0
$505 Million 0.33% of portfolio
19,993
Q3 2025 Added 2.02%
$4.89B
$512 Million 0.33% of portfolio
270
Q3 2024 Reduced 10.0%
$0
$416 Million 0.27% of portfolio
13,123
Q3 2025 Reduced 2.79%
$0
$373 Million 0.24% of portfolio
5,460
Q3 2025 Reduced 8.34%
$0
$308 Million 0.2% of portfolio
456
Q1 2025 Reduced 4.4%
$0
$256 Million 0.17% of portfolio
3,231
Q3 2025 Reduced 13.19%
$0
$212 Million 0.14% of portfolio
2,399
Q2 2025 New
$77.6B
$216 Million 0.14% of portfolio
854
Q2 2025 New
$0
$211 Million 0.14% of portfolio
2,344
Q3 2025 Reduced 7.39%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $155 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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