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Vawter Financial

Latest statistics and disclosures from Vawter Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBK, BSV, BNDX, RODM, VB, and represent 39.17% of Vawter Financial's stock portfolio.
Added to shares of these 10 stocks: DFAT, DFLV, VBK, CGXU, DFGR, VB, BSV, RODM, BNDX, JPST.
Started 9 new stock positions in IAGG, XOM, CVX, VUG, DFLV, QQQ, DFGR, PHYS, CRM.
Reduced shares in these 10 stocks: JMST, VUSB, VTEB, IWN, IWM, TIP, IWV, IWD, IWB, JPIN.
Sold out of its positions in VUSB.
Vawter Financial was a net buyer of stock by $9.4M.
Vawter Financial has $99M in assets under management (AUM), dropping by 14.90%.
Central Index Key (CIK): 0001974403

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Portfolio Holdings for Vawter Financial

Vawter Financial holds 56 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK)	9.3	$9.2M	+14%	43k	216.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	8.3	$8.2M	+11%	107k	76.49	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	7.3	$7.2M	+11%	148k	48.92	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	7.3	$7.2M	+12%	272k	26.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.9	$6.9M	+15%	36k	189.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.9	$6.8M	+22%	154k	44.50	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.5	$6.4M	+3%	278k	23.02	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	5.0	$4.9M	-29%	96k	50.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	4.6	$4.5M	+32%	195k	23.19	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	3.9	$3.8M	+4%	35k	109.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	3.4	$3.4M	+13%	67k	50.32	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.5	$2.5M	+17%	111k	22.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$2.3M		15k	158.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$2.0M	+14%	6.3k	308.77	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.9	$1.9M		4.00	465600.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.7	$1.7M	-5%	12k	137.02	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.2	$1.2M	NEW	50k	24.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	1.2	$1.2M		5.3k	226.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$1.0M	-2%	6.6k	152.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1000k	-2%	4.4k	225.23	View chart
Realty Income (O)	1.0	$999k		16k	63.32	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.0	$963k	NEW	39k	24.55	View chart
Apple (AAPL)	0.9	$934k	+12%	5.7k	164.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$766k		5.5k	138.12	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$631k	-10%	3.5k	178.40	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.6	$628k	-2%	12k	52.31	View chart
Stryker Corporation (SYK)	0.6	$606k		2.1k	285.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$594k		2.4k	244.31	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.6	$569k		13k	44.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$556k	+3%	2.7k	204.12	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$528k		20k	26.95	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.5	$524k		4.4k	120.50	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$520k		15k	33.71	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.5	$490k	+48%	23k	21.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$417k	-11%	3.8k	110.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$404k		17k	24.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.4	$383k	-11%	1.6k	235.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$313k	-37%	6.2k	50.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$292k		10k	28.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$291k		8.5k	34.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$288k		4.0k	71.52	View chart
Procter & Gamble Company (PG)	0.3	$287k		1.9k	148.69	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.3	$279k		12k	23.63	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.3	$270k		5.8k	46.28	View chart
Exxon Mobil Corporation (XOM)	0.3	$267k	NEW	2.4k	109.66	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$264k		3.6k	73.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$257k		6.5k	39.46	View chart
Chevron Corporation (CVX)	0.2	$246k	NEW	1.5k	163.16	View chart
Norfolk Southern (NSC)	0.2	$242k		1.1k	212.00	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$232k	NEW	15k	15.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$230k	+9%	2.3k	99.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$229k		5.5k	41.93	View chart
salesforce (CRM)	0.2	$228k	NEW	1.1k	199.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$214k	NEW	668.00	320.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$211k	NEW	844.00	249.44	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$208k	NEW	4.3k	48.95	View chart

Past Filings by Vawter Financial

SEC 13F filings are viewable for Vawter Financial going back to 2022

Vawter Financial 2023 Q1 filed May 19, 2023
Vawter Financial 2022 Q4 filed May 17, 2023

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