Institutional Fund
Shotwell Rutter Baer Inc
Lansing, MICIK 20083105 filings on record
Portfolio Value
$170.20M
Q1 2026
Holdings
38
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+2.2%
from $166.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.3%
- American Centy ETF Tr10.3%
- Dimensional ETF Trust8.1%
- Vanguard Scottsdale Fds8.1%
- American Centy ETF Tr6.9%
- Vanguard Tax-Managed Fds6.7%
- Other45.7%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 75.7K | $24.29M | 14.3% | +4.5K | Added |
| 2 | American Centy ETF Tr | 216.6K | $17.46M | 10.3% | +2.8K | Added |
| 3 | Dimensional ETF Trust | 263.0K | $13.79M | 8.1% | +9.5K | Added |
| 4 | Vanguard Scottsdale Fds | 166.2K | $13.75M | 8.1% | +6.3K | Added |
| 5 | American Centy ETF Tr | 106.3K | $11.75M | 6.9% | +1.6K | Added |
| 6 | Vanguard Tax-Managed Fds | 177.7K | $11.39M | 6.7% | +3.3K | Added |
| 7 | American Centy ETF Tr | 130.2K | $10.49M | 6.2% | +1.2K | Added |
| 8 | Vanguard Scottsdale Fds | 162.2K | $9.66M | 5.7% | +7.5K | Added |
| 9 | Dimensional ETF Trust | 224.4K | $8.85M | 5.2% | −3.8K | Reduced |
| 10 | Dimensional ETF Trust | 138.1K | $7.29M | 4.3% | −29 | Reduced |
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