Vawter Financial

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

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Positions held by Vawter Financial consolidated in one spreadsheet with up to 7 years of data

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

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