News + Filings Holdings
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Vawter Financial, Ltd.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD INDEX FUNDS
| VB | ETF | 38,065 | 1,912 | 7,570,840,000 | 717,663,000 | 6.55 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 42,912 | 337 | 9,858,699,000 | 644,953,000 | 8.53 | |
Hist
| 06/30/2023 |
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Capital Group International Focus Equity ETF
| CGXU | Common | 210,483 | 16,020 | 4,950,560,000 | 440,963,000 | 4.28 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 31,667 | 15,184 | 779,964,000 | 375,795,000 | 0.67 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 5,787 | 123 | 1,122,504,000 | 188,510,000 | 0.97 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JPHY | Common | 16,907 | 4,238 | 754,221,000 | 185,003,000 | 0.65 | |
Hist
| 06/30/2023 |
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Vanguard Charlotte Funds
| BNDX | Common | 151,280 | 3,822 | 7,394,566,000 | 180,921,000 | 6.39 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 3,219 | 496 | 709,113,000 | 153,288,000 | 0.61 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 3,392 | 1,088 | 332,246,000 | 102,675,000 | 0.29 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VSS | Common | 35,571 | 362 | 3,929,884,000 | 83,653,000 | 3.40 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWN | RUSL 2000 VALU | 12,466 | 36 | 1,755,203,000 | 52,054,000 | 1.52 | |
Hist
| 06/30/2023 |
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VANGUARD MUN BD FD INC
| VTEB | Common | 6,335 | 160 | 318,144,000 | 5,319,000 | 0.28 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 107,831 | 750 | 8,148,789,000 | -41,837,000 | 7.05 | |
Hist
| 06/30/2023 |
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