Shotwell Rutter Baer Inc

RIA/Wealth

Shotwell Rutter Baer Inc is a RIA/Wealth based in Lansing, MI led by David Witt Shotwell, reporting $167.1M in AUM as of Q3 2025 with 99% ETF concentration and 77% concentrated in top 10 holdings.

PresidentDavid Witt Shotwell

Portfolio Value: $155.0M
Positions: 37
Top Holding: VTI at 14.94%
Last Reported: Q3 2025

Address6350 West Michigan Avenue, Suite 200, Lansing, MI, 48917, United States

Top Holdings

Largest long holdings in Shotwell Rutter Baer Inc's portfolio (77.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$23.2M	14.94%	-$294.6K Sold	— 69.8K shares	Q4 2023 Held for 1y 11m
2 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$15.1M	9.77%	+$117.1K Bought	— 208.8K shares	Q4 2023 Held for 1y 11m
3 DFGX Dimensional Global ex US Core Fixed Income DFGX	ETF ETF	$12.6M	8.16%	+$360.3K Bought	— 233.9K shares	Q2 2025 Held for 5 months
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$12.6M	8.15%	+$336.3K Bought	— 150.6K shares	Q4 2023 Held for 1y 11m
5 Vanguard FTSE Developed Markets VEA	ETF ETF	$10.4M	6.74%	-$90.2K Sold	— 171.6K shares	Q4 2023 Held for 1y 11m
6 Avantis U.S. Small Cap Value AVUV	ETF ETF	$10.1M	6.54%	+$27.9K Bought	— 101.5K shares	Q4 2023 Held for 1y 11m
7 Avantis Emerging Markets Equity AVEM	ETF ETF	$9.8M	6.29%	-$262.5K Sold	— 127.5K shares	Q4 2023 Held for 1y 11m
8 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	ETF ETF	$8.8M	5.65%	+$388.6K Bought	— 167.3K shares	Q4 2023 Held for 1y 11m
9 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$8.7M	5.60%	+$221.5K Bought	— 144.9K shares	Q4 2023 Held for 1y 11m
10 DISV Dimensional International Small Cap Value DISV	ETF ETF	$8.1M	5.24%	-$222.6K Sold	— 226.3K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Shotwell Rutter Baer Inc's latest filing

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Market Value

$155.0M

Prior: $147.2M

Q/Q Change

+5.29%

+$7.8M

Net Flows % of MV

+0.718%

Turnover Ratio

1.13%

New Purchases

0 stocks

Added To

18 stocks

+$2.3M

Sold Out Of

0 stocks

Reduced Holdings

12 stocks

-$1.2M

Increased Positions

Position	Shares Δ	Change
1 Nuveen ESG Large-Cap Value NULV	+13.31%	24.3K → 27.6K +$142.0K
2 iShares ESG Advanced MSCI EAFE DMXF	+11.12%	17.4K → 19.3K +$148.9K
3 Nuveen ESG Small-Cap NUSC	+11.02%	13.1K → 14.6K +$64.6K
4 iShares ESG Advanced MSCI USA USXF	+7.04%	19.3K → 20.6K +$78.9K
5 iShares USD Green Bond ETF BGRN	+5.28%	15.7K → 16.5K +$39.8K

Decreased Positions

Position	Shares Δ	Change
1 SPDR Portfolio S&P 500 ETF SPLG	-13.19%	3.7K → 3.2K −$38.9K
2 EFV iShares MSCI EAFE Value EFV	-8.34%	6.0K → 5.5K −$33.9K
3 Avantis International Small Cap Value AVDV	-7.39%	2.5K → 2.3K −$16.8K
4 iShares National Muni Bond MUB	-4.14%	7.3K → 7.0K −$32.3K
5 Dimensional World ex U.S. Core Equity 2 DFAX	-2.79%	13.5K → 13.1K −$12.0K