Vawter Financial, Ltd.
Q4 2024 13F Holdings
- Locationcolumbus, OH
- Num holdings
97
- Value ($000)
$166,434
- Date Filed01/31/2025
- Form type13F-HR
- CIK0001974403
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $13.59 M | 8 % | 48,540 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $10.55 M | 6 % | 215,138 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $10.36 M | 6 % | 43,115 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $9.68 M | 6 % | 125,274 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.89 M | 5 % | 159,694 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $8.14 M | 5 % | 320,693 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $7.64 M | 5 % | 309,793 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $5.55 M | 3 % | 149,278 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.26 M | 3 % | 8,940 | ||
RODM LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | $4.83 M | 3 % | 169,958 |
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