Vawter Financial, Ltd. Q1 2025 Filing

Filed May 7, 2025

Portfolio Value

$178.5B

Holdings

103

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (103 positions)

StockValue
VBKVANGUARD INDEX FDS
$12.4B
BNDXVANGUARD CHARLOTTE FDS
$11.7B
BSVVANGUARD BD INDEX FDS
$10.9B
VBVANGUARD INDEX FDS
$10.1B
DFAEDIMENSIONAL ETF TRUST
$8.7B
CGXUCAPITAL GROUP INTL FOCUS EQT
$8.3B
DFATDIMENSIONAL ETF TRUST
$8.1B
IVVISHARES TR
$5.2B
CGGRCAPITAL GROUP GROWTH ETF
$5.1B
RODMLATTICE STRATEGIES TR
$5.1B
JBNDJ P MORGAN EXCHANGE TRADED F
$5.0B
GSIEGOLDMAN SACHS ETF TR
$4.9B
DFGRDIMENSIONAL ETF TRUST
$4.3B
VSSVANGUARD INTL EQUITY INDEX F
$4.1B
DFLVDIMENSIONAL ETF TRUST
$3.8B
JPSTJ P MORGAN EXCHANGE TRADED F
$3.8B
BBHYJ P MORGAN EXCHANGE TRADED F
$3.6B
IJRISHARES TR
$3.2B
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.2B
AVUVAMERICAN CENTY ETF TR
$3.1B
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.6B
VBRVANGUARD INDEX FDS
$2.6B
AVLVAMERICAN CENTY ETF TR
$2.1B
AAPLAPPLE INC
$2.1B
JMSTJ P MORGAN EXCHANGE TRADED F
$2.0B
AGGISHARES TR
$1.9B
VTIVANGUARD INDEX FDS
$1.7B
IWNISHARES TR
$1.7B
IJHISHARES TR
$1.6B
LLYELI LILLY & CO
$1.6B
DFARDIMENSIONAL ETF TRUST
$1.4B
VTVVANGUARD INDEX FDS
$1.2B
IWOISHARES TR
$1.2B
IWDISHARES TR
$1.1B
IWBISHARES TR
$1.1B
IAGGISHARES TR
$979.6M
JPMJPMORGAN CHASE & CO.
$974.1M
AVMAAMERICAN CENTY ETF TR
$913.1M
SCHESCHWAB STRATEGIC TR
$874.2M
OREALTY INCOME CORP
$785.0M
RKTROCKET COS INC
$768.0M
SYKSTRYKER CORPORATION
$734.1M
IWMISHARES TR
$724.5M
SCHCSCHWAB STRATEGIC TR
$661.8M
VXUSVANGUARD STAR FDS
$608.2M
IWFISHARES TR
$564.2M
SLYGSPDR SER TR
$561.2M
JPINJ P MORGAN EXCHANGE TRADED F
$558.4M
JMUBJ P MORGAN EXCHANGE TRADED F
$528.5M
SCHVSCHWAB STRATEGIC TR
$527.6M
SPYGSPDR SER TR
$524.7M
JNJJOHNSON & JOHNSON
$521.4M
SCHYSCHWAB STRATEGIC TR
$517.1M
UBCPUNITED BANCORP INC OHIO
$499.6M
JSCPJ P MORGAN EXCHANGE TRADED F
$483.7M
AMZNAMAZON COM INC
$482.9M
IWVISHARES TR
$481.2M
NFLXNETFLIX INC
$472.8M
VNQVANGUARD INDEX FDS
$439.8M
VTWVVANGUARD SCOTTSDALE FDS
$434.0M
COSTCOSTCO WHSL CORP NEW
$403.8M
GSEWGOLDMAN SACHS ETF TR
$397.2M
SPYSPDR S&P 500 ETF TR
$389.3M
VWOVANGUARD INTL EQUITY INDEX F
$388.7M
IBITISHARES BITCOIN TRUST ETF
$387.5M
SPSMSPDR SER TR
$385.4M
SPTMSPDR SER TR
$382.6M
VOOVANGUARD INDEX FDS
$376.0M
EEMISHARES TR
$376.0M
VUGVANGUARD INDEX FDS
$368.2M
PHYS/USPROTT PHYSICAL GOLD TR
$360.9M
EFAISHARES TR
$359.1M
MSFTMICROSOFT CORP
$354.4M
ABBVABBVIE INC
$348.4M
SPYVSPDR SER TR
$332.5M
CVXCHEVRON CORP NEW
$306.3M
DFAIDIMENSIONAL ETF TRUST
$301.2M
SPEMSPDR INDEX SHS FDS
$291.8M
DFAUDIMENSIONAL ETF TRUST
$287.7M
SCHASCHWAB STRATEGIC TR
$281.9M
AVGVAMERICAN CENTY ETF TR
$278.5M
AVGEAMERICAN CENTY ETF TR
$270.0M
SCHFSCHWAB STRATEGIC TR
$259.7M
JPLDJ P MORGAN EXCHANGE TRADED F
$249.6M
CRMSALESFORCE INC
$248.5M
AGYSAGILYSYS INC
$248.4M
NSCNORFOLK SOUTHN CORP
$246.8M
BNDVANGUARD BD INDEX FDS
$239.9M
XOMEXXON MOBIL CORP
$229.8M
NDQINVESCO QQQ TR
$228.3M
PGPROCTER AND GAMBLE CO
$227.5M
IJTISHARES TR
$226.9M
GEGE AEROSPACE
$225.1M
KMIKINDER MORGAN INC DEL
$224.8M
DFUVDIMENSIONAL ETF TRUST
$220.5M
NFGNATIONAL FUEL GAS CO
$215.8M
TIPISHARES TR
$213.2M
IWRISHARES TR
$212.0M
AAONAAON INC
$211.7M
EOGEOG RES INC
$209.7M
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