# EDGAR Filing Document

**Accession Number:** 0002008310
**File Stem:** 0001754960-25-000322
**Filing Date:** 2025-7
**Character Count:** 7547
**Document Hash:** 488b5746d4bdb8d259de4dfa5170dfb4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000322.hdr.sgml**: 20250707

**ACCESSION NUMBER**: 0001754960-25-000322

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250707

**DATE AS OF CHANGE**: 20250707

**EFFECTIVENESS DATE**: 20250707

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shotwell Rutter Baer Inc
- **CENTRAL INDEX KEY:** 0002008310

**ORGANIZATION NAME:**
- **EIN:** 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:** 251108523

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shotwell Rutter Baer Inc<br>**Address:** 6350 WEST MICHIGAN AVENUE<br>SUITE 200<br>LANSING, MI 48917

**Form 13F File Number:** 028-23514

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  07-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 37

**Form 13F Information Table Value Total:** $147203150

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| WHITE MTNS INS GROUP LTD | COM | G9618E107 |  | 482031 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 14451197 | 207156 | SH |  | SOLE |  | 0 | 0 | 207156 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 9088653 | 130923 | SH |  | SOLE |  | 0 | 0 | 130923 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 202961 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 9614413 | 101194 | SH |  | SOLE |  | 0 | 0 | 101194 |
| DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 |  | 12146940 | 227258 | SH |  | SOLE |  | 0 | 0 | 227258 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 4634010 | 171249 | SH |  | SOLE |  | 0 | 0 | 171249 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1514046 | 41458 | SH |  | SOLE |  | 0 | 0 | 41458 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 7719190 | 232506 | SH |  | SOLE |  | 0 | 0 | 232506 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 6017207 | 139062 | SH |  | SOLE |  | 0 | 0 | 139062 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 400005 | 13500 | SH |  | SOLE |  | 0 | 0 | 13500 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 220830 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 584384 | 2002 | SH |  | SOLE |  | 0 | 0 | 2002 |
| ISHARES TR | CORE S ETF | 464287200 |  | 286446 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 763882 | 7326 | SH |  | SOLE |  | 0 | 0 | 7326 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 380950 | 5957 | SH |  | SOLE |  | 0 | 0 | 5957 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 200484 | 2399 | SH |  | SOLE |  | 0 | 0 | 2399 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 495079 | 12502 | SH |  | SOLE |  | 0 | 0 | 12502 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 490734 | 19598 | SH |  | SOLE |  | 0 | 0 | 19598 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 746410 | 5465 | SH |  | SOLE |  | 0 | 0 | 5465 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 542697 | 6082 | SH |  | SOLE |  | 0 | 0 | 6082 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 743846 | 15693 | SH |  | SOLE |  | 0 | 0 | 15693 |
| ISHARES TR | ESG EAFE ETF | 46436E759 |  | 1297567 | 17410 | SH |  | SOLE |  | 0 | 0 | 17410 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 1051130 | 19255 | SH |  | SOLE |  | 0 | 0 | 19255 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 1033117 | 24343 | SH |  | SOLE |  | 0 | 0 | 24343 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 552182 | 13130 | SH |  | SOLE |  | 0 | 0 | 13130 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 8196819 | 159876 | SH |  | SOLE |  | 0 | 0 | 159876 |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | 78464A284 |  | 1395930 | 56630 | SH |  | SOLE |  | 0 | 0 | 56630 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 273828 | 3722 | SH |  | SOLE |  | 0 | 0 | 3722 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 |  | 488599 | 7750 | SH |  | SOLE |  | 0 | 0 | 7750 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 9905478 | 173112 | SH |  | SOLE |  | 0 | 0 | 173112 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 4512480 | 90648 | SH |  | SOLE |  | 0 | 0 | 90648 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 4020635 | 50830 | SH |  | SOLE |  | 0 | 0 | 50830 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 8365251 | 141186 | SH |  | SOLE |  | 0 | 0 | 141186 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 12081261 | 146546 | SH |  | SOLE |  | 0 | 0 | 146546 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 21766526 | 70664 | SH |  | SOLE |  | 0 | 0 | 70664 |
| WALMART INC | COM | 931142103 |  | 535952 | 5449 | SH |  | SOLE |  | 0 | 0 | 5449 |

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