StockDriftsStockDriftsTop 38 Shotwell Rutter Baer Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.27% | 75.7K | $24.3M | +6.27%(+4.46K) | $234.71(+55.39%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 10.26% | 216.6K | $17.5M | +1.31%(+2.81K) | $56.62(+55.89%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 8.1% | 263.0K | $13.8M | +3.76%(+9.54K) | $52.88(-0.52%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.08% | 166.2K | $13.8M | +3.96%(+6.34K) | $79.99(+3.22%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 6.9% | 106.3K | $11.7M | +1.51%(+1.58K) | $85.48(+37.82%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.69% | 177.7K | $11.4M | +1.87%(+3.27K) | $46.83(+50.82%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.16% | 130.2K | $10.5M | +0.93%(+1.20K) | $55.52(+70.90%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.68% | 162.2K | $9.7M | +4.82%(+7.46K) | $58.55(+0.73%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.2% | 224.4K | $8.9M | -1.67%(-3.81K) | $25.09(+68.60%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.28% | 138.1K | $7.3M | -0.02%(-29) | $34.02(+63.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.29% | +30.54% |
| Top 20 Holdings Unweighted | +8.09% | +26.30% |
Sign up free to track Shotwell Rutter Baer Inc, compare funds side by side, and get alerts the moment positions change.