Vawter Financial, Ltd.
Q1 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
103
- Value ($000)
$178,451
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001974403
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $12.42M | 7 % | 49,348 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $11.71M | 7 % | 239,794 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $10.87M | 6 % | 138,798 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $10.13M | 6 % | 45,670 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $8.72M | 5 % | 336,627 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $8.32M | 5 % | 339,686 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.11M | 5 % | 157,541 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.18M | 3 % | 9,213 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.11M | 3 % | 149,125 | ||
RODM LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | $5.08M | 3 % | 163,806 |
Rows Per Page
10
- 10
- 50
- 100