$111 Million is the total value of Vawter Financial, Ltd.'s 89 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -668 | -100.0% | -0.21% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -4 | -100.0% | -1.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 4 | Q3 2023 | 9.3% |
VANGUARD BD INDEX FDS | 4 | Q3 2023 | 8.4% |
VANGUARD CHARLOTTE FDS | 4 | Q3 2023 | 7.3% |
VANGUARD INDEX FDS | 4 | Q3 2023 | 6.9% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.9% |
LATTICE STRATEGIES TR | 4 | Q3 2023 | 7.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 6.9% |
J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 8.0% |
CAPITAL GROUP INTL FOCUS EQT | 4 | Q3 2023 | 4.6% |
VANGUARD INTL EQUITY INDEX F | 4 | Q3 2023 | 4.0% |
View Vawter Financial, Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR/A | 2023-12-20 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-19 |
13F-HR | 2023-05-17 |
View Vawter Financial, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.