0001754960-24-000118.txt : 20240410
0001754960-24-000118.hdr.sgml : 20240410
20240410125603
ACCESSION NUMBER: 0001754960-24-000118
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240410
DATE AS OF CHANGE: 20240410
EFFECTIVENESS DATE: 20240410
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: 24834978
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
03-31-2024
03-31-2024
Shotwell Rutter Baer Inc
6350 WEST MICHIGAN AVENUE
SUITE 200
LANSING
MI
48917
13F HOLDINGS REPORT
028-23514
N
Aryn Sands
Agent
844-844-3453
Aryn Sands
Reno
NV
04-10-2024
0
18
49322931
false
INFORMATION TABLE
2
SRBAdvisors20241Q.xml
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
8378945
90908
SH
SOLE
0
0
0
90908
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
7307593
123023
SH
SOLE
0
0
0
123023
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
12463513
195353
SH
SOLE
0
0
0
195353
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
6051059
220279
SH
SOLE
0
0
0
220279
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
25434V658
3866530
152466
SH
SOLE
0
0
0
152466
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
1321052
41779
SH
SOLE
0
0
0
41779
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
4807012
129151
SH
SOLE
0
0
0
129151
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
394625
15385
SH
SOLE
0
0
0
15385
ILLINOIS TOOL WKS INC
COM
452308109
289960
1104
SH
SOLE
0
0
0
1104
INTERNATIONAL BUSINESS MACHS
COM
459200101
378417
1999
SH
SOLE
0
0
0
1999
ISHARES INC
ESG AWR MSCI EM
46434G863
369848
11245
SH
SOLE
0
0
0
11245
ISHARES TR
ESG AW MSCI EAFE
46435G516
566199
7122
SH
SOLE
0
0
0
7122
ISHARES TR
ESG AWR MSCI USA
46435G425
846679
7414
SH
SOLE
0
0
0
7414
ISHARES TR
ESG AWRE 1 5 YR
46435G243
421408
17285
SH
SOLE
0
0
0
17285
ISHARES TR
EAFE VALUE ETF
464288877
367773
6737
SH
SOLE
0
0
0
6737
ISHARES TR
CORE S&P500 ETF
464287200
284109
545
SH
SOLE
0
0
0
545
ISHARES TR
NATIONAL MUN ETF
464288414
686341
6421
SH
SOLE
0
0
0
6421
WHITE MTNS INS GROUP LTD
COM
G9618E107
521868
300
SH
SOLE
0
0
0
300