Vawter Financial, Ltd.
Q2 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
23
- Value ($000)
$8,854
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $876.24K | 10 % | 3,164 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $755.51K | 9 % | 14,098 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $750.23K | 9 % | 15,153 | ||
AVMA AMERICAN CENTY ETF TR | AVANTIS MODERAT | 025072182 | $597.79K | 7 % | 9,725 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $537.70K | 6 % | 866 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $465.20K | 5 % | 5,911 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $403.59K | 5 % | 13,941 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $397.89K | 5 % | 644 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $367.17K | 4 % | 13,685 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $348.10K | 4 % | 6,451 |
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