The Analysis of Vawter Financial, Ltd.'s Holdings

Currently, Vawter Financial, Ltd. holds 118 types of securities in its portfolio with a total value $220.3M. In the most recent quarter, they have increased their positions in VBK (+49.4K shares, valued at $14.7M), VB (+46.7K shares, valued at $11.9M), BSV (+144.8K shares, valued at $11.4M); initiated new positions in RODM (+142.9K shares, valued at $5.1M), AVUV (+49.9K shares, valued at $5.0M), JPST (+88.5K shares, valued at $4.5M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VBK VANGUARD INDEX FDS52.5K shares1560.49%2025-09-302025-11-10

VB VANGUARD INDEX FDS48.0K shares3723.90%2025-09-302025-11-10

BNDX VANGUARD CHARLOTTE FDS244.7K shares1514.79%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS150.7K shares2449.62%2025-09-302025-11-10

DFAE DIMENSIONAL ETF TRUST353.1K shares2432.88%2025-09-302025-11-10

CGXU CAPITAL GROUP INTL FOCUS EQT349.6K shares3276.82%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST150.0K shares2224.48%2025-09-302025-11-10

JBND J P MORGAN EXCHANGE TRADED F135.0K shares857.92%2025-09-302025-11-10

Sponsored

GSIE GOLDMAN SACHS ETF TR177.4K shares2651.05%2025-09-302025-11-10

CGGR CAPITAL GROUP GROWTH ETF161.2K shares2697.41%2025-09-302025-11-10

IVV ISHARES TR9.3K shares977.48%2025-09-302025-11-10

VSS VANGUARD INTL EQUITY INDEX F35.9K shares1640.38%2025-09-302025-11-10

RODM LATTICE STRATEGIES TR142.9K sharesnew addition2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR49.9K sharesnew addition2025-09-302025-11-10

DFGR DIMENSIONAL ETF TRUST176.8K shares1192.28%2025-09-302025-11-10

BBHY J P MORGAN EXCHANGE TRADED F102.5K shares1693.13%2025-09-302025-11-10

Sponsored

JPST J P MORGAN EXCHANGE TRADED F88.5K sharesnew addition2025-09-302025-11-10

DFLV DIMENSIONAL ETF TRUST136.4K sharesnew addition2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR5.6K shares768.94%2025-09-302025-11-10

IJR ISHARES TR30.6K sharesnew addition2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY INC DEL4 sharesnew addition2025-09-302025-11-10

VBR VANGUARD INDEX FDS13.6K shares1087.35%2025-09-302025-11-10

AAPL APPLE INC10.8K sharesnew addition2025-09-302025-11-10

AVLV AMERICAN CENTY ETF TR35.4K sharesnew addition2025-09-302025-11-10

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL4.6K shares682.29%2025-09-302025-11-10

VTI VANGUARD INDEX FDS6.3K sharesnew addition2025-09-302025-11-10

JMST J P MORGAN EXCHANGE TRADED F39.5K sharesnew addition2025-09-302025-11-10

IWN ISHARES TR11.3K sharesnew addition2025-09-302025-11-10

AGG ISHARES TR18.6K sharesnew addition2025-09-302025-11-10

IJH ISHARES TR27.1K sharesnew addition2025-09-302025-11-10

IAGG ISHARES TR34.2K sharesnew addition2025-09-302025-11-10

IWO ISHARES TR4.6K sharesnew addition2025-09-302025-11-10

Sponsored

LLY ELI LILLY & CO1.9K sharesnew addition2025-09-302025-11-10

DFAR DIMENSIONAL ETF TRUST57.5K sharesnew addition2025-09-302025-11-10

RKT ROCKET COS INC67.6K sharesnew addition2025-09-302025-11-10

VTV VANGUARD INDEX FDS6.8K sharesnew addition2025-09-302025-11-10

IWB ISHARES TR3.4K sharesnew addition2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.3.8K shares309.02%2025-09-302025-11-10

IWD ISHARES TR5.4K sharesnew addition2025-09-302025-11-10

SDY SPDR SERIES TRUST7.5K sharesnew addition2025-09-302025-11-10

Sponsored

SCHE SCHWAB STRATEGIC TR30.3K sharesnew addition2025-09-302025-11-10

AVMA AMERICAN CENTY ETF TR15.0K shares54.72%2025-09-302025-11-10

IWM ISHARES TR3.6K sharesnew addition2025-09-302025-11-10

O REALTY INCOME CORP13.5K sharesnew addition2025-09-302025-11-10

IWF ISHARES TR1.7K sharesnew addition2025-09-302025-11-10

SCHC SCHWAB STRATEGIC TR17.4K sharesnew addition2025-09-302025-11-10

VXUS VANGUARD STAR FDS10.5K sharesnew addition2025-09-302025-11-10

NVDA NVIDIA CORPORATION4.0K shares112.93%2025-09-302025-11-10

Sponsored

SPMD SPDR SERIES TRUST12.7K sharesnew addition2025-09-302025-11-10

SYK STRYKER CORPORATION2.0K sharesnew addition2025-09-302025-11-10

SPYG SPDR SERIES TRUST6.1K sharesnew addition2025-09-302025-11-10

SLYG SPDR SERIES TRUST6.8K sharesnew addition2025-09-302025-11-10

AMZN AMAZON COM INC2.9K sharesnew addition2025-09-302025-11-10

NFLX NETFLIX INC503 sharesnew addition2025-09-302025-11-10

IWV ISHARES TR1.5K sharesnew addition2025-09-302025-11-10

JNJ JOHNSON & JOHNSON3.1K sharesnew addition2025-09-302025-11-10

Sponsored

SCHY SCHWAB STRATEGIC TR20.4K sharesnew addition2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR19.5K sharesnew addition2025-09-302025-11-10

AVGE AMERICAN CENTY ETF TR6.7K sharesnew addition2025-09-302025-11-10

JMUB J P MORGAN EXCHANGE TRADED F10.5K sharesnew addition2025-09-302025-11-10

UBCP UNITED BANCORP INC OHIO37.4K sharesnew addition2025-09-302025-11-10

MSFT MICROSOFT CORP960 sharesnew addition2025-09-302025-11-10

GSEW GOLDMAN SACHS ETF TR5.8K sharesnew addition2025-09-302025-11-10

JPIN J P MORGAN EXCHANGE TRADED F7.3K sharesnew addition2025-09-302025-11-10

Sponsored

VUG VANGUARD INDEX FDS993 sharesnew addition2025-09-302025-11-10

VWO VANGUARD INTL EQUITY INDEX F8.4K shares100.57%2025-09-302025-11-10

JSCP J P MORGAN EXCHANGE TRADED F9.6K sharesnew addition2025-09-302025-11-10

SPSM SPDR SERIES TRUST9.8K sharesnew addition2025-09-302025-11-10

PHYS SPROTT ASSET MANAGEMENT LP15.0K sharesnew addition2025-09-302025-11-10

VOO VANGUARD INDEX FDS725 sharesnew addition2025-09-302025-11-10

EEM ISHARES TR8.3K sharesnew addition2025-09-302025-11-10

VNQ VANGUARD INDEX FDS4.8K sharesnew addition2025-09-302025-11-10

Sponsored

SPTM SPDR SERIES TRUST5.4K sharesnew addition2025-09-302025-11-10

ABBV ABBVIE INC1.9K sharesnew addition2025-09-302025-11-10

CVX CHEVRON CORP NEW2.8K sharesnew addition2025-09-302025-11-10

IOO ISHARES TR3.5K sharesnew addition2025-09-302025-11-10

EFA ISHARES TR4.4K sharesnew addition2025-09-302025-11-10

VTWV VANGUARD SCOTTSDALE FDS2.7K sharesnew addition2025-09-302025-11-10

AGYS AGILYSYS INC3.4K sharesnew addition2025-09-302025-11-10

SPYV SPDR SERIES TRUST6.5K sharesnew addition2025-09-302025-11-10

Sponsored

DFAI DIMENSIONAL ETF TRUST9.6K sharesnew addition2025-09-302025-11-10

COST COSTCO WHSL CORP NEW377 sharesnew addition2025-09-302025-11-10

GE GE AEROSPACE1.2K sharesnew addition2025-09-302025-11-10

IBIT ISHARES BITCOIN TRUST ETF5.3K sharesnew addition2025-09-302025-11-10

AVGV AMERICAN CENTY ETF TR4.9K sharesnew addition2025-09-302025-11-10

SHYM BLACKROCK ETF TRUST II15.3K sharesnew addition2025-09-302025-11-10

GDX VANECK ETF TRUST4.5K sharesnew addition2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR11.7K sharesnew addition2025-09-302025-11-10

Sponsored

NSC NORFOLK SOUTHN CORP1.0K sharesnew addition2025-09-302025-11-10

DFAU DIMENSIONAL ETF TRUST6.6K sharesnew addition2025-09-302025-11-10

PG PROCTER AND GAMBLE CO1.9K sharesnew addition2025-09-302025-11-10

XOM EXXON MOBIL CORP2.4K sharesnew addition2025-09-302025-11-10

GLD SPDR GOLD TR740 sharesnew addition2025-09-302025-11-10

IJT ISHARES TR1.8K sharesnew addition2025-09-302025-11-10

VYM VANGUARD WHITEHALL FDS1.8K sharesnew addition2025-09-302025-11-10

AAON AAON INC2.7K sharesnew addition2025-09-302025-11-10

Sponsored

NFG NATIONAL FUEL GAS CO2.7K sharesnew addition2025-09-302025-11-10

JPLD J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2025-09-302025-11-10

SPEM SPDR INDEX SHS FDS5.3K sharesnew addition2025-09-302025-11-10

IWR ISHARES TR2.5K sharesnew addition2025-09-302025-11-10

CRM SALESFORCE INC1.0K shares12.33%2025-09-302025-11-10

DFUV DIMENSIONAL ETF TRUST5.3K sharesnew addition2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR9.1K sharesnew addition2025-09-302025-11-10

HD HOME DEPOT INC578 sharesnew addition2025-09-302025-11-10

Sponsored

BND VANGUARD BD INDEX FDS3.1K sharesnew addition2025-09-302025-11-10

SPMO INVESCO EXCH TRADED FD TR II1.9K shares0.00%2025-09-302025-11-10

IJS ISHARES TR2.0K sharesnew addition2025-09-302025-11-10

KMI KINDER MORGAN INC DEL7.8K sharesnew addition2025-09-302025-11-10

ESGV VANGUARD WORLD FD1.9K sharesnew addition2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS1.0K sharesnew addition2025-09-302025-11-10

VPU VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-11-10

ASML ASML HOLDING N V224 sharesnew addition2025-09-302025-11-10

Sponsored

META META PLATFORMS INC295 sharesnew addition2025-09-302025-11-10

TPC TUTOR PERINI CORP3.3K sharesnew addition2025-09-302025-11-10

GOOGL ALPHABET INC877 sharesnew addition2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR9.0K sharesnew addition2025-09-302025-11-10

TIP ISHARES TR1.8K sharesnew addition2025-09-302025-11-10

WEAT TEUCRIUM COMMODITY TR10.8K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available