Sarver Vrooman Wealth Advisors

Q3 2025 13F Holdings

  • Location
    kansas city, MO
  • Num holdings

    130

  • Value ($000)

    $155,595

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0002076215
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IBDW

ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE

ETF
46436E486
$46.25M
30 %

2,179,772

S
SCHD

SCHWAB US DIVIDEND ETF EQUITY

ETF
808524797
$44.88M
29 %

1,643,783

I
IBDR

ISHARES TR ETF IBONDS DEC 2026 TERM CORP

ETF
46435GAA0
$42.97M
28 %

1,768,383

D
DGRW

WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND

ETF
97717X669
$3.70M
2 %

41,636

U
USMV

ISHARES EDGE MSCI ETF MIN VOL USA ETF

ETF
46429B697
$3.14M
2 %

32,980

D
DBEF

XTRACKERS MSCI EAFE ETF EQUITY

ETF
233051200
$3.09M
2 %

66,607

B
BSMU

INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF

ETF
46138J445
$850.76K
1 %

38,812

B
BSMR

INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD

ETF
46138J494
$846.20K
1 %

35,765

A
AAPL

APPLE INC

STOCK
037833100
$672.48K
0 %

2,641

I
IBDZ

ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE

ETF
46438G653
$545.52K
0 %

20,609

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