Shotwell Rutter Baer Inc 13F 持仓 · 2026年Q2
Shotwell Rutter Baer 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 1.82 亿美元。前几大持仓：VTI（15.21%）、AVLV（10.54%）、DFGX（7.79%）。本季前 25 大持仓中：增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.7M | 15.21% | 74,857 | 减持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $19.2M | 10.54% | 210,507 | 减持 |
| 3 | DFGX | DIMENSIONAL ETF TRUST | $14.2M | 7.79% | 264,904 | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $14.1M | 7.76% | 170,966 | 增持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $12.9M | 7.09% | 103,556 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $12.4M | 6.80% | 173,769 | 减持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $12.1M | 6.62% | 125,042 | 减持 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $9.8M | 5.40% | 166,625 | 增持 |
| 9 | DISV | DIMENSIONAL ETF TRUST | $8.7M | 4.77% | 216,654 | 减持 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 3.90% | 131,479 | 减持 |
| 11 | MUNI | PIMCO ETF TR | $7.1M | 3.89% | 134,830 | 减持 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.6M | 3.09% | 194,264 | 减持 |
| 13 | VTIP | VANGUARD MALVERN FDS | $5.6M | 3.08% | 111,644 | 增持 |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.81% | 101,151 | 增持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 2.67% | 61,567 | 增持 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $1.7M | 0.92% | 37,626 | 持平 |
| 17 | DMXF | ISHARES TR | $1.7M | 0.91% | 19,640 | 减持 |
| 18 | USXF | ISHARES TR | $1.4M | 0.76% | 19,943 | 减持 |
| 19 | NULV | NUSHARES ETF TR | $1.3M | 0.73% | 26,476 | 增持 |
| 20 | ESGU | ISHARES TR | $868,760 | 0.48% | 5,308 | 减持 |
| 21 | BGRN | ISHARES TR | $824,176 | 0.45% | 17,361 | 增持 |
| 22 | NUSC | NUSHARES ETF TR | $750,997 | 0.41% | 14,409 | 减持 |
| 23 | ESGE | ISHARES INC | $649,334 | 0.36% | 11,873 | 减持 |
| 24 | WMT | WALMART INC | $617,140 | 0.34% | 5,449 | 持平 |
| 25 | ESGD | ISHARES TR | $596,504 | 0.33% | 5,802 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR