Vawter Financial

Vawter Financial as of Dec. 31, 2022

Portfolio Holdings for Vawter Financial

Vawter Financial holds 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK) 8.7 $7.5M 37k 200.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.4 $7.2M 96k 75.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 8.0 $6.9M 136k 50.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 7.3 $6.3M 132k 47.43
Lattice Strategies Tr Hartford Mlt Etf (RODM) 7.0 $6.0M 243k 24.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.9 $5.9M 269k 21.95
Vanguard Index Fds Small Cp Etf (VB) 6.7 $5.8M 31k 183.54
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.5 $5.5M 126k 43.95
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.0 $3.5M 34k 102.81
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.5 $3.0M 146k 20.83
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.4 $2.9M 59k 50.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.7 $2.3M 15k 158.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $1.9M 4.00 468711.00
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.2 $1.9M 94k 19.94
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $1.8M 13k 138.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $1.7M 5.6k 308.90
Ishares Tr Rus 2000 Grw Etf (IWO) 1.3 $1.1M 5.3k 214.50
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.0M 6.8k 151.65
Realty Income (O) 1.2 $996k 16k 63.43
Ishares Tr Rus 1000 Etf (IWB) 1.1 $956k 4.5k 210.52
Vanguard Index Fds Value Etf (VTV) 0.9 $792k 5.6k 140.38
Ishares Tr Russell 2000 Etf (IWM) 0.8 $691k 4.0k 174.36
Apple (AAPL) 0.8 $652k 5.0k 129.93
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.7 $606k 12k 49.28
J P Morgan Exchange Traded F High Yld Resrch (BBHY) 0.6 $554k 13k 43.84
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.6 $530k 4.4k 121.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $521k 2.4k 214.23
Stryker Corporation (SYK) 0.6 $519k 2.1k 244.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $503k 2.6k 191.21
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $490k 20k 25.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $489k 9.9k 49.49
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $485k 15k 31.47
Ishares Tr Tips Bd Etf (TIP) 0.5 $455k 4.3k 106.44
Ishares Tr Russell 3000 Etf (IWV) 0.5 $407k 1.8k 220.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $390k 17k 23.67
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $332k 6.8k 49.00
Dimensional Etf Trust Us Real Estate E (DFAR) 0.4 $326k 15k 21.15
Procter & Gamble Company (PG) 0.3 $291k 1.9k 151.56
Norfolk Southern (NSC) 0.3 $281k 1.1k 246.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $281k 8.5k 32.96
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $275k 10k 27.02
J P Morgan Exchange Traded F Short Dura Core (JSCP) 0.3 $266k 5.8k 45.70
Schwab Strategic Tr Internl Divid (SCHY) 0.3 $265k 12k 22.42
Ishares Tr Msci Eafe Etf (EFA) 0.3 $264k 4.0k 65.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $256k 3.6k 71.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $252k 6.6k 37.90
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $220k 5.4k 40.51
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $205k 2.1k 96.99