0001754960-24-000039.txt : 20240118 0001754960-24-000039.hdr.sgml : 20240118 20240117193714 ACCESSION NUMBER: 0001754960-24-000039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shotwell Rutter Baer Inc CENTRAL INDEX KEY: 0002008310 ORGANIZATION NAME: IRS NUMBER: 271499071 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23514 FILM NUMBER: 24539800 BUSINESS ADDRESS: STREET 1: 6350 WEST MICHIGAN AVENUE STREET 2: SUITE 200 CITY: LANSING STATE: MI ZIP: 48917 BUSINESS PHONE: 517-321-4832 MAIL ADDRESS: STREET 1: 6350 WEST MICHIGAN AVENUE STREET 2: SUITE 200 CITY: LANSING STATE: MI ZIP: 48917 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002008310 XXXXXXXX 12-31-2023 12-31-2023 Shotwell Rutter Baer Inc

6350 WEST MICHIGAN AVENUE SUITE 200 LANSING MI 48917

13F HOLDINGS REPORT 028-23514 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 01-17-2024 0 34 104834583 false INFORMATION TABLE 2 XYShotwellRutter.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 7928735 91683 SH SOLE 0 0 0 91683 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6699193 121582 SH SOLE 0 0 0 121582 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 11284566 197179 SH SOLE 0 0 0 197179 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 5577344 218634 SH SOLE 0 0 0 218634 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 3887493 151323 SH SOLE 0 0 0 151323 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1210656 41790 SH SOLE 0 0 0 41790 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 4388856 128555 SH SOLE 0 0 0 128555 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 375981 15575 SH SOLE 0 0 0 15575 INTERNATIONAL BUSINESS MACHS COM 459200101 331046 1997 SH SOLE 0 0 0 1997 ISHARES INC ESG AWR MSCI EM 46434G863 347760 11139 SH SOLE 0 0 0 11139 ISHARES TR ESG AW MSCI EAFE 46435G516 556767 7393 SH SOLE 0 0 0 7393 ISHARES TR SHRT NAT MUN ETF 464288158 1820375 17327 SH SOLE 0 0 0 17327 ISHARES TR EAFE VALUE ETF 464288877 359596 6910 SH SOLE 0 0 0 6910 ISHARES TR CORE S&P500 ETF 464287200 267499 559 SH SOLE 0 0 0 559 ISHARES TR NATIONAL MUN ETF 464288414 730987 6731 SH SOLE 0 0 0 6731 ISHARES TR ESG AWR MSCI USA 46435G425 837169 7970 SH SOLE 0 0 0 7970 ISHARES TR ESG AWRE 1 5 YR 46435G243 418501 17033 SH SOLE 0 0 0 17033 ISHARES TR ESG MSCI USA ETF 46436E767 828538 20729 SH SOLE 0 0 0 20729 ISHARES TR ESG EAFE ETF 46436E759 1068705 16764 SH SOLE 0 0 0 16764 ISHARES TR USD GRN BOND ETF 46435U440 628987 13326 SH SOLE 0 0 0 13326 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 809402 22609 SH SOLE 0 0 0 22609 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 428467 11271 SH SOLE 0 0 0 11271 PIMCO ETF TR INTER MUN BD ACT 72201R866 2670457 50596 SH SOLE 0 0 0 50596 PROCTER AND GAMBLE CO COM 742718109 219424 1457 SH SOLE 0 0 0 1457 SPDR SER TR PORTFOLIO S&P500 78464A854 271427 4840 SH SOLE 0 0 0 4840 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1184495 46818 SH SOLE 0 0 0 46818 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16837697 71012 SH SOLE 0 0 0 71012 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3767233 78994 SH SOLE 0 0 0 78994 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7094906 119423 SH SOLE 0 0 0 119423 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 6808778 83873 SH SOLE 0 0 0 83873 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6689931 86166 SH SOLE 0 0 0 86166 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7419480 155970 SH SOLE 0 0 0 155970 VANGUARD WORLD FD ESG US CORP BD 921910691 413357 6526 SH SOLE 0 0 0 6526 WHITE MTNS INS GROUP LTD COM G9618E107 670775 438 SH SOLE 0 0 0 438