Vawter Financial

Vawter Financial as of June 30, 2025

Portfolio Holdings for Vawter Financial

Vawter Financial holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.9 $876k 3.2k 276.94
J P Morgan Exchange Traded F Active Bond Etf (JBND) 8.5 $756k 14k 53.59
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.5 $750k 15k 49.51
American Centy Etf Tr Avantis Moderat (AVMA) 6.8 $598k 9.7k 61.47
Ishares Tr Core S&p500 Etf (IVV) 6.1 $538k 866.00 620.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.3 $465k 5.9k 78.70
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.6 $404k 14k 28.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.5 $398k 644.00 617.85
Dimensional Etf Trust Global Real Est (DFGR) 4.1 $367k 14k 26.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.9 $348k 6.5k 53.96
NVIDIA Corporation (NVDA) 3.4 $299k 1.9k 157.99
Vanguard Index Fds Small Cp Etf (VB) 3.4 $297k 1.3k 236.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $288k 593.00 485.77
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.2 $281k 10k 27.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $277k 2.1k 134.39
JPMorgan Chase & Co. (JPM) 3.0 $270k 931.00 289.96
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 3.0 $267k 5.7k 46.64
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.9 $256k 6.5k 39.66
salesforce (CRM) 2.8 $245k 900.00 272.69
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.6 $234k 5.8k 40.65
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $224k 1.1k 195.01
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.4 $208k 1.9k 112.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $208k 4.2k 49.46