HoldingsChannel.com
All Stocks Held By Vawter Financial Ltd.
As of  12/31/2023, we find all stocks held by Vawter Financial Ltd. to be as follows, presented in the table below with each row detailing each Vawter Financial Ltd. position, ordered by largest to smallest position size. The all-stocks-held-by-Vawter Financial Ltd. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Vawter Financial Ltd. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VBK) 44,913 +10,563 $10,859
     VBK44,913+10,563$10,859
DIMENSIONAL ETF TRUST (DFAT) 169,440 +56,781 $8,867
     DFAT169,440+56,781$8,867
VANGUARD INDEX FDS (VB) 40,148 +9,954 $8,565
     VB40,148+9,954$8,565
VANGUARD BD INDEX FDS (BSV) 105,058 +21,066 $8,092
     BSV105,058+21,066$8,092
VANGUARD CHARLOTTE FDS (BNDX) 158,747 +43,203 $7,837
     BNDX158,747+43,203$7,837
LATTICE STRATEGIES TR 259,636 +65,401 $7,119
     RODM259,636+65,401$7,119
DIMENSIONAL ETF TRUST (DFAE) 281,862 +62,823 $6,796
     DFAE281,862+62,823$6,796
CAPITAL GROUP INTL FOCUS EQT 252,358 +91,906 $6,024
     CGXU252,358+91,906$6,024
VANGUARD INTL EQUITY INDEX F (VSS) 36,710 +10,038 $4,223
     VSS36,710+10,038$4,223
ISHARES TR (IVV) 8,769 +520 $4,188
     IVV8,769+520$4,188
J P MORGAN EXCHANGE TRADED F (JMST) 80,723 +515 $4,096
     JMST80,723+515$4,096
CAPITAL GROUP GROWTH ETF (CGGR) 124,849 +33,989 $3,524
     CGGR124,849+33,989$3,524
ISHARES TR (IJR) 31,793 +1,222 $3,442
     IJR31,793+1,222$3,442
DIMENSIONAL ETF TRUST (DFLV) 103,607 +44,911 $2,803
     DFLV103,607+44,911$2,803
J P MORGAN EXCHANGE TRADED F (JPST) 49,987 +19,408 $2,511
     JPST49,987+19,408$2,511
VANGUARD INDEX FDS (VBR) 13,933 +1,711 $2,508
     VBR13,933+1,711$2,508
DIMENSIONAL ETF TRUST (DFGR) 95,216 +68,250 $2,474
     DFGR95,216+68,250$2,474
BERKSHIRE HATHAWAY INC DEL      $2,131
     BRK.B5,975+642$2,131
ISHARES TR (IWN) 12,134 -257 $1,885
     IWN12,134-257$1,885
APPLE INC 9,583 +4,788 $1,845
     AAPL9,583+4,788$1,845
J P MORGAN EXCHANGE TRADED F (BBHY) 29,655 +13,714 $1,362
     BBHY29,655+13,714$1,362
ISHARES TR (IWO) 5,307 UNCH $1,338
     IWO5,307UNCH$1,338
ISHARES TR (IJH) 4,410 +887 $1,222
     IJH4,410+887$1,222
ELI LILLY & CO 1,751 +27 $1,021
     LLY1,751+27$1,021
ISHARES TR (IWD) 6,138 -153 $1,014
     IWD6,138-153$1,014
ISHARES TR (IWB) 3,779 -201 $991
     IWB3,779-201$991
VANGUARD INDEX FDS (VTI) 3,894 +1,053 $924
     VTI3,894+1,053$924
ISHARES TR (AGG) 9,119 +5,925 $905
     AGG9,119+5,925$905
VANGUARD INDEX FDS (VTV) 5,830 +316 $872
     VTV5,830+316$872
DIMENSIONAL ETF TRUST (DFAR) 36,288 +14,179 $825
     DFAR36,288+14,179$825
REALTY INCOME CORP 14,372 -765 $825
     O14,372-765$825
SCHWAB STRATEGIC TR 31,665 +7,416 $785
     SCHE31,665+7,416$785
ISHARES TR (IWM) 3,676 +402 $738
     IWM3,676+402$738
ISHARES TR (IWF) 2,361 +57 $716
     IWF2,361+57$716
SPDR SER TR (SLYG) 7,369 UNCH $616
     SLYG7,369UNCH$616
J P MORGAN EXCHANGE TRADED F (JPIN) 11,191 -500 $608
     JPIN11,191-500$608
STRYKER CORPORATION 2,022 -100 $606
     SYK2,022-100$606
SCHWAB STRATEGIC TR 16,483 +1,066 $575
     SCHC16,483+1,066$575
VANGUARD SCOTTSDALE FDS (VTWV) 3,945 +95 $539
     VTWV3,945+95$539
DIMENSIONAL ETF TRUST (DFAI) 17,023 +1,301 $488
     DFAI17,023+1,301$488
JPMORGAN CHASE & CO 2,842 +468 $483
     JPM2,842+468$483
SPDR SER TR (SPYG) 6,888 UNCH $448
     SPYG6,888UNCH$448
ISHARES TR (IWV) 1,584 UNCH $434
     IWV1,584UNCH$434
SPDR SER TR (SPSM) 10,168 +387 $429
     SPSM10,168+387$429
SCHWAB STRATEGIC TR 6,016 +2,016 $422
     SCHV6,016+2,016$422
AMERICAN CENTY ETF TR (AVUV) 4,260 +4,260 $383
     AVUV4,260+4,260$383
JOHNSON & JOHNSON 2,363 UNCH $370
     JNJ2,363UNCH$370
SPDR SER TR (SPTM) 6,259 -58 $366
     SPTM6,259-58$366
AMAZON COM INC 2,289 +2,289 $348
     AMZN2,289+2,289$348
SPDR S&P 500 ETF TR (SPY) 696 +20 $331
     SPY696+20$331
SPDR SER TR (SPYV) 6,945 -1,440 $324
     SPYV6,945-1,440$324
VANGUARD MUN BD FDS (VTEB) 6,335 +100 $323
     VTEB6,335+100$323
ISHARES TR (TIP) 2,887 -742 $310
     TIP2,887-742$310
SCHWAB STRATEGIC TR 12,582 +418 $309
     SCHY12,582+418$309
ISHARES TR (EFA) 4,020 +20 $303
     EFA4,020+20$303
SALESFORCE INC 1,143 +11 $301
     CRM1,143+11$301
J P MORGAN EXCHANGE TRADED F (JSCP) 6,300 UNCH $293
     JSCP6,300UNCH$293
AGILYSYS INC 3,425 -285 $291
     AGYS3,425-285$291
DIMENSIONAL ETF TRUST (DFAU) 8,497 UNCH $283
     DFAU8,497UNCH$283
VANGUARD INDEX FDS (VOO) 633 +633 $277
     VOO633+633$277
ISHARES TR (EEM) 6,767 +254 $272
     EEM6,767+254$272
ABBVIE INC 1,747 +100 $271
     ABBV1,747+100$271
VANGUARD INDEX FDS (VUG) 844 UNCH $262
     VUG844UNCH$262
SCHWAB STRATEGIC TR 5,456 UNCH $258
     SCHA5,456UNCH$258
SPDR INDEX SHS FDS (SPEM) 7,157 -1,380 $253
     SPEM7,157-1,380$253
NETFLIX INC 510 +510 $248
     NFLX510+510$248
NORFOLK SOUTHN CORP 1,042 -100 $246
     NSC1,042-100$246
MICROSOFT CORP 646 +646 $243
     MSFT646+646$243
CHEVRON CORP NEW 1,617 +157 $241
     CVX1,617+157$241
SPROTT PHYSICAL GOLD TR 15,000 UNCH $239
     PHYS15,000UNCH$239
AMERICAN CENTY ETF TR (AVMA) 4,360 +4,360 $236
     AVMA4,360+4,360$236
EXXON MOBIL CORP 2,342 +27 $234
     XOM2,342+27$234
ISHARES TR (IAGG) 4,477 +222 $223
     IAGG4,477+222$223
PROCTER AND GAMBLE CO 1,465 -305 $215
     PG1,465-305$215
VANGUARD BD INDEX FDS (BND) 2,831 -700 $208
     BND2,831-700$208
AAON INC 2,710 +2,710 $200
     AAON2,710+2,710$200
HUNTINGTON BANCSHARES INC (HBAN) 10,145 +10,145 $129
     HBAN10,145+10,145$129
UNITED STS NAT GAS FD LP 12,500 +2,500 $63
     UNG12,500+2,500$63

See Summary: Vawter Financial Ltd. Top Holdings
See Details: Top 10 Stocks Held By Vawter Financial Ltd.

EntityShares/Amount
Change
Position Value
Change
AVUV +4,260+$383
AMZN +2,289+$348
VOO +633+$277
NFLX +510+$248
MSFT +646+$243
AVMA +4,360+$236
AAON +2,710+$200
HBAN +10,145+$129
EntityShares/Amount
Change
Position Value
Change
UNG -10,000-$68
EntityShares/Amount
Change
Position Value
Change
CGXU +91,906+$2,536
DFGR +68,250+$1,870
RODM +65,401+$2,137
DFAE +62,823+$1,852
DFAT +56,781+$3,720
DFLV +44,911+$1,347
BNDX +43,203+$2,311
CGGR +33,989+$1,298
BSV +21,066+$1,778
JPST +19,408+$977
EntityShares/Amount
Change
Position Value
Change
SPYV -1,440-$22
SPEM -1,380-$34
O -765+$69
TIP -742-$66
BND -700-$38
JPIN -500+$17
PG -305-$43
AGYS -285+$46
IWN -257+$205
Size ($ in 1000's)
At 12/31/2023: $127,828
At 09/30/2023: $90,511

Vawter Financial Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vawter Financial Ltd. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Vawter Financial Ltd. | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.