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Size ($ in 1000's)
At 12/31/2023: $127,828
At 09/30/2023: $90,511
Vawter Financial Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vawter Financial Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Vawter Financial Ltd. top holdings by largest position size, as per the latest 13f filing made by Vawter Financial Ltd..
In the Vawter Financial Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Vawter Financial Ltd. in that top holding, then the share count change between reporting periods, and finally the Vawter Financial Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VBK) |
44,913 |
+10,563 |
$10,859 | | VBK | 44,913 | +10,563 | $10,859 | | DIMENSIONAL ETF TRUST (DFAT) |
169,440 |
+56,781 |
$8,867 | | DFAT | 169,440 | +56,781 | $8,867 | | VANGUARD INDEX FDS (VB) |
40,148 |
+9,954 |
$8,565 | | VB | 40,148 | +9,954 | $8,565 | | VANGUARD BD INDEX FDS (BSV) |
105,058 |
+21,066 |
$8,092 | | BSV | 105,058 | +21,066 | $8,092 | | VANGUARD CHARLOTTE FDS (BNDX) |
158,747 |
+43,203 |
$7,837 | | BNDX | 158,747 | +43,203 | $7,837 | | LATTICE STRATEGIES TR |
259,636 |
+65,401 |
$7,119 | | RODM | 259,636 | +65,401 | $7,119 | | DIMENSIONAL ETF TRUST (DFAE) |
281,862 |
+62,823 |
$6,796 | | DFAE | 281,862 | +62,823 | $6,796 | | CAPITAL GROUP INTL FOCUS EQT |
252,358 |
+91,906 |
$6,024 | | CGXU | 252,358 | +91,906 | $6,024 | | VANGUARD INTL EQUITY INDEX F (VSS) |
36,710 |
+10,038 |
$4,223 | | VSS | 36,710 | +10,038 | $4,223 | | ISHARES TR (IVV) |
8,769 |
+520 |
$4,188 | | IVV | 8,769 | +520 | $4,188 | | J P MORGAN EXCHANGE TRADED F (JMST) |
80,723 |
+515 |
$4,096 | | JMST | 80,723 | +515 | $4,096 | | CAPITAL GROUP GROWTH ETF (CGGR) |
124,849 |
+33,989 |
$3,524 | | CGGR | 124,849 | +33,989 | $3,524 | | ISHARES TR (IJR) |
31,793 |
+1,222 |
$3,442 | | IJR | 31,793 | +1,222 | $3,442 | | DIMENSIONAL ETF TRUST (DFLV) |
103,607 |
+44,911 |
$2,803 | | DFLV | 103,607 | +44,911 | $2,803 | | J P MORGAN EXCHANGE TRADED F (JPST) |
49,987 |
+19,408 |
$2,511 | | JPST | 49,987 | +19,408 | $2,511 | | VANGUARD INDEX FDS (VBR) |
13,933 |
+1,711 |
$2,508 | | VBR | 13,933 | +1,711 | $2,508 | | DIMENSIONAL ETF TRUST (DFGR) |
95,216 |
+68,250 |
$2,474 | | DFGR | 95,216 | +68,250 | $2,474 |  BERKSHIRE HATHAWAY INC DEL |
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$2,131 | | BRK.B | 5,975 | +642 | $2,131 | | ISHARES TR (IWN) |
12,134 |
-257 |
$1,885 | | IWN | 12,134 | -257 | $1,885 | | APPLE INC |
9,583 |
+4,788 |
$1,845 | | AAPL | 9,583 | +4,788 | $1,845 | | J P MORGAN EXCHANGE TRADED F (BBHY) |
29,655 |
+13,714 |
$1,362 | | BBHY | 29,655 | +13,714 | $1,362 | | ISHARES TR (IWO) |
5,307 |
UNCH |
$1,338 | | IWO | 5,307 | UNCH | $1,338 | | ISHARES TR (IJH) |
4,410 |
+887 |
$1,222 | | IJH | 4,410 | +887 | $1,222 | | ELI LILLY & CO |
1,751 |
+27 |
$1,021 | | LLY | 1,751 | +27 | $1,021 | | ISHARES TR (IWD) |
6,138 |
-153 |
$1,014 | | IWD | 6,138 | -153 | $1,014 | | ISHARES TR (IWB) |
3,779 |
-201 |
$991 | | IWB | 3,779 | -201 | $991 | | VANGUARD INDEX FDS (VTI) |
3,894 |
+1,053 |
$924 | | VTI | 3,894 | +1,053 | $924 | | ISHARES TR (AGG) |
9,119 |
+5,925 |
$905 | | AGG | 9,119 | +5,925 | $905 | | VANGUARD INDEX FDS (VTV) |
5,830 |
+316 |
$872 | | VTV | 5,830 | +316 | $872 | | DIMENSIONAL ETF TRUST (DFAR) |
36,288 |
+14,179 |
$825 | | DFAR | 36,288 | +14,179 | $825 | | REALTY INCOME CORP |
14,372 |
-765 |
$825 | | O | 14,372 | -765 | $825 | | SCHWAB STRATEGIC TR |
31,665 |
+7,416 |
$785 | | SCHE | 31,665 | +7,416 | $785 | | ISHARES TR (IWM) |
3,676 |
+402 |
$738 | | IWM | 3,676 | +402 | $738 | | ISHARES TR (IWF) |
2,361 |
+57 |
$716 | | IWF | 2,361 | +57 | $716 | | SPDR SER TR (SLYG) |
7,369 |
UNCH |
$616 | | SLYG | 7,369 | UNCH | $616 | | J P MORGAN EXCHANGE TRADED F (JPIN) |
11,191 |
-500 |
$608 | | JPIN | 11,191 | -500 | $608 | | STRYKER CORPORATION |
2,022 |
-100 |
$606 | | SYK | 2,022 | -100 | $606 | | SCHWAB STRATEGIC TR |
16,483 |
+1,066 |
$575 | | SCHC | 16,483 | +1,066 | $575 | | VANGUARD SCOTTSDALE FDS (VTWV) |
3,945 |
+95 |
$539 | | VTWV | 3,945 | +95 | $539 | | DIMENSIONAL ETF TRUST (DFAI) |
17,023 |
+1,301 |
$488 | | DFAI | 17,023 | +1,301 | $488 | | JPMORGAN CHASE & CO |
2,842 |
+468 |
$483 | | JPM | 2,842 | +468 | $483 | | SPDR SER TR (SPYG) |
6,888 |
UNCH |
$448 | | SPYG | 6,888 | UNCH | $448 | | ISHARES TR (IWV) |
1,584 |
UNCH |
$434 | | IWV | 1,584 | UNCH | $434 | | SPDR SER TR (SPSM) |
10,168 |
+387 |
$429 | | SPSM | 10,168 | +387 | $429 | | SCHWAB STRATEGIC TR |
6,016 |
+2,016 |
$422 | | SCHV | 6,016 | +2,016 | $422 | | AMERICAN CENTY ETF TR (AVUV) |
4,260 |
+4,260 |
$383 | | AVUV | 4,260 | +4,260 | $383 | | JOHNSON & JOHNSON |
2,363 |
UNCH |
$370 | | JNJ | 2,363 | UNCH | $370 | | SPDR SER TR (SPTM) |
6,259 |
-58 |
$366 | | SPTM | 6,259 | -58 | $366 | | AMAZON COM INC |
2,289 |
+2,289 |
$348 | | AMZN | 2,289 | +2,289 | $348 | | SPDR S&P 500 ETF TR (SPY) |
696 |
+20 |
$331 | | SPY | 696 | +20 | $331 |
See Full List: All Stocks Held By Vawter Financial Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vawter Financial Ltd.
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