Sarver Vrooman Wealth Advisors
Q2 2025 13F Holdings
- Locationkansas city, MO
- Num holdings
129
- Value ($000)
$150,471
- Date Filed07/09/2025
- Form type13F-HR
- CIK0002076215
- 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 |
|---|---|---|---|---|---|---|---|
IBDW ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | ETF | 46436E486 | $45.25M | 30 % | 2,150,445 | ||
SCHD SCHWAB US DIVIDEND ETF EQUITY | ETF | 808524797 | $43.64M | 29 % | 1,646,711 | ||
IBDR ISHARES TR ETF IBONDS DEC 2026 TERM CORP | ETF | 46435GAA0 | $42.52M | 28 % | 1,753,402 | ||
DGRW WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | ETF | 97717X669 | $3.38M | 2 % | 40,383 | ||
USMV ISHARES EDGE MSCI ETF MIN VOL USA ETF | ETF | 46429B697 | $2.95M | 2 % | 31,425 | ||
DBEF XTRACKERS MSCI EAFE ETF EQUITY | ETF | 233051200 | $2.78M | 2 % | 63,568 | ||
BSMR INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | ETF | 46138J494 | $825.79K | 1 % | 35,185 | ||
BSMU INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | ETF | 46138J445 | $820.76K | 1 % | 38,175 | ||
AAPL APPLE INC | STOCK | 037833100 | $541.85K | 0 % | 2,641 | ||
SPY SPDR S&P 500 TRUST ETF | ETF | 78462F103 | $292.86K | 0 % | 474 |
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