Filling information for Vawter Financial, Ltd. as Treemap, investor disclosed 56 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 1203648 | 5307 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 210527 | 844 | |
14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 2487333 | 110745 | |
46641Q878 | 46641Q878 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 569218 | 12669 | |
922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 9213746 | 42575 | |
464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 1703149 | 12430 | |
464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 999796 | 4439 | |
25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 490251 | 22813 | |
756109104 | 756109104 | REALTY INCOME CORP | COM | 998997 | 15777 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 766412 | 5549 | |
922908611 | 922908611 | VANGUARD INDEX FDS | SM CP VAL ETF | 2328057 | 14664 | |
85207H104 | 85207H104 | SPROTT PHYSICAL GOLD TR | UNIT | 231900 | 15000 | |
518416102 | 518416102 | LATTICE STRATEGIES TR | HARTFORD MLT ETF | 7167605 | 272222 | |
46641Q209 | 46641Q209 | J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 627619 | 11998 | |
46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 4886557 | 96211 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 287510 | 4020 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 605767 | 2122 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 214352 | 668 | |
921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 8190626 | 107081 | |
25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 6845257 | 153826 | |
25434V666 | 25434V666 | DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 1227295 | 49953 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 257003 | 6513 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 6853177 | 36153 | |
14019W109 | 14019W109 | CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 4509597 | 194463 | |
46641Q274 | 46641Q274 | J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 269816 | 5830 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 246372 | 1510 | |
92206C649 | 92206C649 | VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 524175 | 4350 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 1003365 | 6590 | |
084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1862400 | 4 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 555825 | 2723 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 242104 | 1142 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 229571 | 2304 | |
78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 291368 | 8537 | |
464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 416635 | 3779 | |
922042718 | 922042718 | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 3846231 | 35209 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 630466 | 3534 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1958837 | 6344 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 593926 | 2431 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3371440 | 67000 | |
808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 404169 | 16483 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 287120 | 1931 | |
25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 292303 | 10160 | |
808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 228770 | 5456 | |
464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 382777 | 1626 | |
808524672 | 808524672 | SCHWAB STRATEGIC TR | INTERNL DIVID | 278834 | 11800 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 264385 | 3581 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 228349 | 1143 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 312825 | 6175 | |
808524888 | 808524888 | SCHWAB STRATEGIC TR | INTL SCEQT ETF | 519707 | 15417 | |
46435G672 | 46435G672 | ISHARES TR | CORE INTL AGGR | 208282 | 4255 | |
037833100 | 037833100 | APPLE INC | COM | 933994 | 5664 | |
25434V658 | 25434V658 | DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 963317 | 39239 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 266693 | 2432 | |
25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 528166 | 19598 | |
25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 6400907 | 278058 | |
92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 7213645 | 147458 |