Vawter Financial, Ltd.

COLUMBUS, OH · CIK 1974403 · 13F filing filed 2023-05-19

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$394.4m
Staff5 · 4 in investment roles
Main clients (by assets)High net worth individuals 88%, Individuals 12%
Form ADV · 2026-07-21SEC adviser record

Kindwealth
Others nearbyColumbus, OH

$98.6m reported value +14.9% vs Q4 2022

56positions

66.0%in top 10

9 new 22 added 13 reduced 1 sold out vs Q4 2022

Holdings, Q1 2023

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	42,575	$9.2m9.34%	9.34%	Added +5.4k	+5,391 14.5%
2	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	107,081	$8.2m8.30%	8.30%	Added +10.9k	+10,947 11.4%
3	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	147,458	$7.2m7.31%	7.31%	Added +15.2k	+15,243 11.5%
4	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	272,222	$7.2m7.27%	7.27%	Added +29.6k	+29,619 12.2%
5	VANGUARD INDEX FDS SMALL CP ETF VB	VB	36,153	$6.9m6.95%	6.95%	Added +4.8k	+4,797 15.3%
6	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	153,826	$6.8m6.94%	6.94%	Added +27.8k	+27,786 22.1%
7	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	278,058	$6.4m6.49%	6.49%	Added +9.6k	+9,556 3.6%
8	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	96,211	$4.9m4.95%	4.95%	Reduced -39.6k	-39,584 -29.1%
9	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	194,463	$4.5m4.57%	4.57%	Added +48.2k	+48,210 33.0%
10	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	35,209	$3.8m3.90%	3.90%	Added +1.6k	+1,570 4.7%
11	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	67,000	$3.4m3.42%	3.42%	Added +8.2k	+8,197 13.9%
12	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	110,745	$2.5m2.52%	2.52%	Added +16.8k	+16,783 17.9%
13	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	14,664	$2.3m2.36%	2.36%	Reduced -72	-72 -0.5%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,344	$2.0m1.99%	1.99%	Added +789	+789 14.2%
15	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$1.9m1.89%	1.89%	Unchanged
16	ISHARES TR RUS 2000 VAL ETF IWN	IWN	12,430	$1.7m1.73%	1.73%	Reduced -779	-779 -5.9%
17	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	49,953	$1.2m1.24%	1.24%	New
18	ISHARES TR RUS 2000 GRW ETF IWO	IWO	5,307	$1.2m1.22%	1.22%	Reduced -19	-19 -0.4%
19	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,590	$1.0m1.02%	1.02%	Reduced -195	-195 -2.9%
20	ISHARES TR RUS 1000 ETF IWB	IWB	4,439	$999.8k1.01%	1.01%	Reduced -100	-100 -2.2%
21	REALTY INCOME CORP COM O	O	15,777	$999.0k1.01%	1.01%	Added +76	+76 0.5%
22	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	39,239	$963.3k0.98%	0.98%	New
23	APPLE INC COM AAPL	AAPL	5,664	$934.0k0.95%	0.95%	Added +649	+649 12.9%
24	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,549	$766.4k0.78%	0.78%	Reduced -90	-90 -1.6%
25	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,534	$630.5k0.64%	0.64%	Reduced -430	-430 -10.8%
26	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	11,998	$627.6k0.64%	0.64%	Reduced -296	-296 -2.4%
27	STRYKER CORPORATION COM SYK	SYK	2,122	$605.8k0.61%	0.61%	Unchanged
28	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,431	$593.9k0.60%	0.60%	Unchanged
29	J P MORGAN EXCHANGE TRADED F BETABUILDERS USD BBHY	BBHY	12,669	$569.2k0.58%	0.58%	Added +32	+32 0.2%
30	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,723	$555.8k0.56%	0.56%	Added +93	+93 3.5%
31	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	19,598	$528.2k0.54%	0.54%	Added +26	+26 0.1%
32	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	4,350	$524.2k0.53%	0.53%	Unchanged
33	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	15,417	$519.7k0.53%	0.53%	Unchanged
34	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		22,813	$490.3k0.50%	0.50%	Added +7.4k	+7,419 48.2%
35	ISHARES TR TIPS BD ETF TIP	TIP	3,779	$416.6k0.42%	0.42%	Reduced -497	-497 -11.6%
36	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	16,483	$404.2k0.41%	0.41%	Unchanged
37	ISHARES TR RUSSELL 3000 ETF IWV	IWV	1,626	$382.8k0.39%	0.39%	Reduced -220	-220 -11.9%
38	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	6,175	$312.8k0.32%	0.32%	Reduced -3.7k	-3,700 -37.5%
39	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	10,160	$292.3k0.30%	0.30%	Unchanged
40	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	8,537	$291.4k0.30%	0.30%	Unchanged
41	ISHARES TR MSCI EAFE ETF EFA	EFA	4,020	$287.5k0.29%	0.29%	Unchanged
42	PROCTER AND GAMBLE CO COM PG	PG	1,931	$287.1k0.29%	0.29%	Added +9	+9 0.5%
43	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	11,800	$278.8k0.28%	0.28%	Unchanged
44	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	5,830	$269.8k0.27%	0.27%	Unchanged
45	EXXON MOBIL CORP COM XOM	XOM	2,432	$266.7k0.27%	0.27%	New
46	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,581	$264.4k0.27%	0.27%	Added +14	+14 0.4%
47	ISHARES TR MSCI EMG MKT ETF EEM	EEM	6,513	$257.0k0.26%	0.26%	Reduced -127	-127 -1.9%
48	CHEVRON CORP NEW COM CVX	CVX	1,510	$246.4k0.25%	0.25%	New
49	NORFOLK SOUTHN CORP COM NSC	NSC	1,142	$242.1k0.25%	0.25%	Unchanged
50	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	15,000	$231.9k0.24%	0.24%	New
51	ISHARES TR CORE US AGGBD ET AGG	AGG	2,304	$229.6k0.23%	0.23%	Added +195	+195 9.2%
52	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	5,456	$228.8k0.23%	0.23%	Added +18	+18 0.3%
53	SALESFORCE INC COM CRM	CRM	1,143	$228.3k0.23%	0.23%	New
54	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	668	$214.4k0.22%	0.22%	New
55	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	844	$210.5k0.21%	0.21%	New
56	ISHARES TR CORE INTL AGGR IAGG	IAGG	4,255	$208.3k0.21%	0.21%	New

Sold out since Q4 2022

Security	Ticker	Shares held before	Value then
VANGUARD BD INDEX FDS VUSB	VUSB	6,780	$332.2k6.8k shares