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 69 positions in its portfolio as reported in the June 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) 8.5 $9.9M 43k 229.74
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Vanguard Bd Index Fds Short Trm Bond (BSV) 7.0 $8.1M 108k 75.57
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Vanguard Index Fds Small Cp Etf (VB) 6.5 $7.6M +5% 38k 198.89
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.4 $7.4M +2% 151k 48.88
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.3 $7.3M 157k 46.39
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 6.1 $7.0M -2% 266k 26.32
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.5 $6.3M -3% 269k 23.46
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 4.3 $5.0M +8% 211k 23.52
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 4.0 $4.6M -6% 90k 50.65
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Ishares Tr Core S&p500 Etf (IVV) 3.5 $4.1M NEW 9.1k 445.71
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.4 $3.9M 36k 110.48
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $3.2M NEW 32k 99.65
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.5 $2.9M -12% 59k 50.14
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Capital Group Growth Etf Shs Creation Uni (CGGR) 2.5 $2.9M +3% 115k 25.23
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Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $2.4M -2% 14k 165.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $2.1M 6.3k 341.00
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $2.1M 4.00 517810.00
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Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $1.8M 13k 140.80
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Dimensional Etf Trust Us Large Cap Val (DFLV) 1.3 $1.5M +21% 61k 25.40
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Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $1.3M 5.3k 242.64
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.1M NEW 4.3k 261.48
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Apple (AAPL) 1.0 $1.1M +2% 5.8k 193.97
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Dimensional Etf Trust Global Real Est (DFGR) 1.0 $1.1M +16% 46k 24.39
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Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $1.0M 6.6k 157.83
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Ishares Tr Rus 1000 Etf (IWB) 0.8 $970k -10% 4.0k 243.74
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Realty Income (O) 0.8 $916k -2% 15k 59.79
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Eli Lilly & Co. (LLY) 0.7 $809k NEW 1.7k 468.98
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $780k +92% 32k 24.63
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Vanguard Index Fds Value Etf (VTV) 0.7 $779k 5.5k 142.11
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.7 $754k +33% 17k 44.61
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $709k +18% 3.2k 220.29
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $669k 2.4k 275.16
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Stryker Corporation (SYK) 0.6 $647k 2.1k 305.09
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $619k -6% 3.3k 187.27
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J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.5 $612k 12k 51.93
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.5 $584k NEW 7.6k 76.96
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.5 $544k +10% 25k 21.52
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $538k 4.4k 123.65
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JPMorgan Chase & Co. (JPM) 0.5 $526k NEW 1.3k 400.03
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.5 $521k 15k 33.77
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $470k -12% 17k 27.32
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $428k NEW 11k 38.84
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $420k NEW 6.9k 61.01
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Ishares Tr Russell 3000 Etf (IWV) 0.3 $403k -2% 1.6k 254.48
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Johnson & Johnson (JNJ) 0.3 $391k NEW 2.4k 165.52
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Ishares Tr Tips Bd Etf (TIP) 0.3 $391k -3% 3.6k 107.62
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $384k NEW 7.1k 54.44
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $365k NEW 8.5k 43.20
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $332k +47% 3.4k 97.95
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $328k NEW 4.9k 67.09
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $318k +2% 6.3k 50.22
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $309k NEW 696.00 443.28
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $308k -2% 9.9k 30.99
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $294k 8.5k 34.38
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Procter & Gamble Company (PG) 0.3 $293k 1.9k 151.74
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $292k 4.0k 72.50
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Schwab Strategic Tr Internl Divid (SCHY) 0.3 $291k +2% 12k 23.94
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.2 $289k +8% 6.3k 45.80
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Exxon Mobil Corporation (XOM) 0.2 $261k 2.4k 107.25
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Norfolk Southern (NSC) 0.2 $259k 1.1k 226.76
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $258k 6.5k 39.56
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $257k 3.5k 72.69
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $247k 668.00 369.37
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salesforce (CRM) 0.2 $242k 1.1k 211.26
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $239k 5.5k 43.80
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Vanguard Index Fds Growth Etf (VUG) 0.2 $239k 844.00 282.96
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Chevron Corporation (CVX) 0.2 $238k 1.5k 157.35
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Sprott Physical Gold Tr Unit (PHYS) 0.2 $224k 15k 14.92
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Ishares Tr Core Intl Aggr (IAGG) 0.2 $210k 4.3k 49.29
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Past Filings by Vawter Financial

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