VF

Vawter Financial, Ltd.

13F
Vawter Financial, Ltd.
Last update 2025-05-07 103 Stocks (10 new)
Value $178.00 Mil Turnover 10 %
Countries:
Top Holdings: VBK(6.96%)BNDX(6.56%)BSV(6.09%)VB(5.68%)DFAE(4.88%)
Summary Stock Picks Current Portfolio
Vawter Financial, Ltd. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VBK
Vanguard Small Cap Growth ETF
49,348
12,424.5
+1.66%
6.960
+0.11%
0.070
+19.99%
+1.15%
18,021.3
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
239,794
11,706.8
+11.46%
6.560
+0.67%
0.020
+0.14%
+0.69%
66,401.3
 
BSV
Vanguard Short-Term Bond ETF
138,798
10,865.1
+10.80%
6.090
+0.59%
0.030
+0.41%
+1.59%
38,474.6
 
VB
Vanguard Small Cap ETF
45,670
10,127.4
+5.93%
5.680
+0.32%
0.020
+17.89%
+1.89%
61,525.5
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
336,627
8,715.3
+4.97%
4.880
+0.23%
0.160
+17.27%
+16.99%
6,271.4
 
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
339,686
8,315.5
+9.65%
4.660
+0.41%
0.250
+15.24%
+10.34%
3,769.9
 
DFAT
Dimensional U.S. Targeted Value ETF
157,541
8,111.8
-1.35%
4.550
-0.07%
0.080
+17.83%
+0.92%
11,117.7
 
IVV
iShares Core S&P 500 ETF
9,213
5,176.8
+3.05%
2.900
+0.09%
0.000
+19.34%
+7.31%
636,576.3
 
CGGR
Capital Group Growth ETF
149,125
5,107.5
-0.10%
2.860
0%
0.050
+26.62%
+10.95%
14,156.3
 
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
Hartford Multifactor Developed Markets (ex-US) ETF
163,806
5,076.4
-3.62%
2.840
-0.10%
0.480
+8.71%
+20.83%
1,174.3
 

Vawter Financial, Ltd.'s Historical Top Holdings Breakdowns

Vawter Financial, Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+1.79%
●
663000 ($729331) 801950
$714,710.00
-2.00%
New holding
4
4
JBND
JP MORGAN ETF TRUS
2025-03-31
Add
Add
+0.86%
●
51.74 ($52.79) 53.63
$53.30
0.97%
Add 44.42%
93,812
28,854
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-03-31
Add
Add
+0.67%
●
48.33 ($48.9) 49.5
$49.39
1.00%
Add 11.46%
239,794
24,656
JPHY
J.P. Morgan Exchange-Traded Fund Trust
J.P. Morgan Exchange-Traded Fund Trust
2025-03-31
Add
Add
+0.64%
●
45.83 ($46.41) 46.85
$50.62
9.07%
Add 46.19%
77,970
24,637
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.59%
●
76.94 ($77.63) 78.28
$78.50
1.12%
Add 10.8%
138,798
13,524
GSIE
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
2025-03-31
Add
Add
+0.55%
●
32.95 ($35.29) 37.06
$39.74
12.62%
Add 25.02%
137,660
27,552
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.54%
●
84.96 ($93.96) 100.71
$95.06
1.17%
Add 45.83%
35,191
11,059
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.54%
●
50.39 ($50.51) 50.66
$50.62
0.22%
Add 34.58%
74,550
19,155
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
2025-03-31
Add
Add
+0.41%
●
24.48 ($25.57) 26.59
$27.22
6.45%
Add 9.65%
339,686
29,893
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Reduce
Reduce
-0.41%
●
50.72 ($50.82) 50.92
$50.93
0.22%
Reduce -25.58%
39,286
-13,507

Vawter Financial, Ltd. Total Holding History ($B)

To

Vawter Financial, Ltd.'s Asset Allocation

To

Vawter Financial, Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Vawter Financial, Ltd.'s Hypothetical Growth since 2025-03-31

Vawter Financial, Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Vawter Financial, Ltd.'s Holdings Heat Map

Size field:

Vawter Financial, Ltd.'s Holdings Bubble Chart

Vawter Financial, Ltd. News

  • 1

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