Vault-13

Vawter Financial, Ltd.

COLUMBUS, OH · CIK 1974403 · 13F filing filed 2023-05-17

SEC-registered investment adviser since 2018 · limited liability company

$85.8m reported value
48positions
67.0%in top 10
—no comparable previous quarter

Holdings, Q4 2022

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 37,184 $7.5m8.69% 8.69% First filing
2 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 96,134 $7.2m8.43% 8.43% First filing
3 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST JMST 135,795 $6.9m7.99% 7.99% First filing
4 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX BNDX 132,215 $6.3m7.31% 7.31% First filing
5 LATTICE STRATEGIES TR HARTFORD MLT ETF RODM RODM 242,603 $6.0m7.01% 7.01% First filing
6 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE DFAE 268,502 $5.9m6.87% 6.87% First filing
7 VANGUARD INDEX FDS SMALL CP ETF VB VB 31,356 $5.8m6.70% 6.70% First filing
8 DIMENSIONAL ETF TRUST US TARGETED VLU DFAT DFAT 126,040 $5.5m6.45% 6.45% First filing
9 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS VSS 33,639 $3.5m4.03% 4.03% First filing
10 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU CGXU 146,253 $3.0m3.55% 3.55% First filing
11 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 58,803 $2.9m3.43% 3.43% First filing
12 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 14,736 $2.3m2.73% 2.73% First filing
13 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 4 $1.9m2.18% 2.18% First filing
14 CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR CGGR 93,962 $1.9m2.18% 2.18% First filing
15 ISHARES TR RUS 2000 VAL ETF IWN IWN 13,209 $1.8m2.13% 2.13% First filing
16 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 5,555 $1.7m2.00% 2.00% First filing
17 ISHARES TR RUS 2000 GRW ETF IWO IWO 5,326 $1.1m1.33% 1.33% First filing
18 ISHARES TR RUS 1000 VAL ETF IWD IWD 6,785 $1.0m1.20% 1.20% First filing
19 REALTY INCOME CORP COM O O 15,701 $995.9k1.16% 1.16% First filing
20 ISHARES TR RUS 1000 ETF IWB IWB 4,539 $955.5k1.11% 1.11% First filing
21 VANGUARD INDEX FDS VALUE ETF VTV VTV 5,639 $791.6k0.92% 0.92% First filing
22 ISHARES TR RUSSELL 2000 ETF IWM IWM 3,964 $691.2k0.81% 0.81% First filing
23 APPLE INC COM AAPL AAPL 5,015 $651.6k0.76% 0.76% First filing
24 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN JPIN 12,294 $605.9k0.71% 0.71% First filing
25 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY BBHY 12,637 $554.0k0.65% 0.65% First filing
26 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV VTWV 4,350 $529.7k0.62% 0.62% First filing
27 ISHARES TR RUS 1000 GRW ETF IWF IWF 2,431 $520.8k0.61% 0.61% First filing
28 STRYKER CORPORATION COM SYK SYK 2,122 $518.8k0.60% 0.60% First filing
29 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 2,630 $502.9k0.59% 0.59% First filing
30 DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI DFAI 19,572 $490.1k0.57% 0.57% First filing
31 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 9,875 $488.7k0.57% 0.57% First filing
32 SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC SCHC 15,417 $485.2k0.57% 0.57% First filing
33 ISHARES TR TIPS BD ETF TIP TIP 4,276 $455.1k0.53% 0.53% First filing
34 ISHARES TR RUSSELL 3000 ETF IWV IWV 1,846 $407.4k0.47% 0.47% First filing
35 SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE SCHE 16,483 $390.2k0.45% 0.45% First filing
36 VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB VUSB 6,780 $332.2k0.39% 0.39% First filing
37 DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E 15,394 $325.6k0.38% 0.38% First filing
38 PROCTER AND GAMBLE CO COM PG PG 1,922 $291.3k0.34% 0.34% First filing
39 NORFOLK SOUTHN CORP COM NSC NSC 1,142 $281.4k0.33% 0.33% First filing
40 SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM SPEM 8,537 $281.4k0.33% 0.33% First filing
41 DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU DFAU 10,160 $274.5k0.32% 0.32% First filing
42 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP JSCP 5,830 $266.4k0.31% 0.31% First filing
43 SCHWAB STRATEGIC TR INTERNL DIVID SCHY SCHY 11,800 $264.6k0.31% 0.31% First filing
44 ISHARES TR MSCI EAFE ETF EFA EFA 4,020 $263.9k0.31% 0.31% First filing
45 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 3,567 $256.3k0.30% 0.30% First filing
46 ISHARES TR MSCI EMG MKT ETF EEM EEM 6,640 $251.7k0.29% 0.29% First filing
47 SCHWAB STRATEGIC TR US SML CAP ETF SCHA SCHA 5,438 $220.3k0.26% 0.26% First filing
48 ISHARES TR CORE US AGGBD ET AGG AGG 2,109 $204.6k0.24% 0.24% First filing