Vawter Financial, Ltd. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$178.5M
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
VBKVANGUARD INDEX FDS | $12.4M |
BNDXVANGUARD CHARLOTTE FDS | $11.7M |
BSVVANGUARD BD INDEX FDS | $10.9M |
VBVANGUARD INDEX FDS | $10.1M |
DFAEDIMENSIONAL ETF TRUST | $8.7M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $8.3M |
DFATDIMENSIONAL ETF TRUST | $8.1M |
IVVISHARES TR | $5.2M |
CGGRCAPITAL GROUP GROWTH ETF | $5.1M |
RODMLATTICE STRATEGIES TR | $5.1M |
JBNDJ P MORGAN EXCHANGE TRADED F | $5.0M |
GSIEGOLDMAN SACHS ETF TR | $4.9M |
DFGRDIMENSIONAL ETF TRUST | $4.3M |
VSSVANGUARD INTL EQUITY INDEX F | $4.1M |
DFLVDIMENSIONAL ETF TRUST | $3.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $3.8M |
BBHYJ P MORGAN EXCHANGE TRADED F | $3.6M |
IJRISHARES TR | $3.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.2M |
AVUVAMERICAN CENTY ETF TR | $3.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.6M |
VBRVANGUARD INDEX FDS | $2.6M |
AVLVAMERICAN CENTY ETF TR | $2.1M |
AAPLAPPLE INC | $2.1M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.0M |
AGGISHARES TR | $1.9M |
VTIVANGUARD INDEX FDS | $1.7M |
IWNISHARES TR | $1.7M |
IJHISHARES TR | $1.6M |
LLYELI LILLY & CO | $1.6M |
DFARDIMENSIONAL ETF TRUST | $1.4M |
VTVVANGUARD INDEX FDS | $1.2M |
IWOISHARES TR | $1.2M |
IWDISHARES TR | $1.1M |
IWBISHARES TR | $1.1M |
IAGGISHARES TR | $980K |
JPMJPMORGAN CHASE & CO. | $974K |
AVMAAMERICAN CENTY ETF TR | $913K |
SCHESCHWAB STRATEGIC TR | $874K |
OREALTY INCOME CORP | $785K |
RKTROCKET COS INC | $768K |
SYKSTRYKER CORPORATION | $734K |
IWMISHARES TR | $725K |
SCHCSCHWAB STRATEGIC TR | $662K |
VXUSVANGUARD STAR FDS | $608K |
IWFISHARES TR | $564K |
SLYGSPDR SER TR | $561K |
JPINJ P MORGAN EXCHANGE TRADED F | $558K |
JMUBJ P MORGAN EXCHANGE TRADED F | $529K |
SCHVSCHWAB STRATEGIC TR | $528K |
SPYGSPDR SER TR | $525K |
JNJJOHNSON & JOHNSON | $521K |
SCHYSCHWAB STRATEGIC TR | $517K |
UBCPUNITED BANCORP INC OHIO | $500K |
JSCPJ P MORGAN EXCHANGE TRADED F | $484K |
AMZNAMAZON COM INC | $483K |
IWVISHARES TR | $481K |
NFLXNETFLIX INC | $473K |
VNQVANGUARD INDEX FDS | $440K |
VTWVVANGUARD SCOTTSDALE FDS | $434K |
COSTCOSTCO WHSL CORP NEW | $404K |
GSEWGOLDMAN SACHS ETF TR | $397K |
SPYSPDR S&P 500 ETF TR | $389K |
VWOVANGUARD INTL EQUITY INDEX F | $389K |
IBITISHARES BITCOIN TRUST ETF | $387K |
SPSMSPDR SER TR | $385K |
SPTMSPDR SER TR | $383K |
VOOVANGUARD INDEX FDS | $376K |
EEMISHARES TR | $376K |
VUGVANGUARD INDEX FDS | $368K |
PHYS/USPROTT PHYSICAL GOLD TR | $361K |
EFAISHARES TR | $359K |
MSFTMICROSOFT CORP | $354K |
ABBVABBVIE INC | $348K |
SPYVSPDR SER TR | $333K |
CVXCHEVRON CORP NEW | $306K |
DFAIDIMENSIONAL ETF TRUST | $301K |
SPEMSPDR INDEX SHS FDS | $292K |
DFAUDIMENSIONAL ETF TRUST | $288K |
SCHASCHWAB STRATEGIC TR | $282K |
AVGVAMERICAN CENTY ETF TR | $279K |
AVGEAMERICAN CENTY ETF TR | $270K |
SCHFSCHWAB STRATEGIC TR | $260K |
JPLDJ P MORGAN EXCHANGE TRADED F | $250K |
CRMSALESFORCE INC | $249K |
AGYSAGILYSYS INC | $248K |
NSCNORFOLK SOUTHN CORP | $247K |
BNDVANGUARD BD INDEX FDS | $240K |
XOMEXXON MOBIL CORP | $230K |
NDQINVESCO QQQ TR | $228K |
PGPROCTER AND GAMBLE CO | $228K |
IJTISHARES TR | $227K |
GEGE AEROSPACE | $225K |
KMIKINDER MORGAN INC DEL | $225K |
DFUVDIMENSIONAL ETF TRUST | $220K |
NFGNATIONAL FUEL GAS CO | $216K |
TIPISHARES TR | $213K |
IWRISHARES TR | $212K |
AAONAAON INC | $212K |
EOGEOG RES INC | $210K |
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