Vawter Financial, Ltd. at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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