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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JPS INDUSTRIES INC
| JPST | Common | 58,611 | -8,389 | 2,938,756,000 | -432,684,000 | 2.54 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JMST | Common | 90,358 | -5,853 | 4,576,633,000 | -309,924,000 | 3.96 | |
Hist
| 06/30/2023 |
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Lattice Strategies Trust
| RODM | Common | 265,893 | -6,329 | 6,998,304,000 | -169,301,000 | 6.05 | |
Hist
| 06/30/2023 |
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Dimensional ETF Trust
| DFAE | Common | 269,117 | -8,941 | 6,313,497,000 | -87,410,000 | 5.46 | |
Hist
| 06/30/2023 |
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REALTY INCOME CORP
| O | COM | 15,327 | -450 | 916,398,000 | -82,599,000 | 0.79 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWB | Common | 3,980 | -459 | 970,085,000 | -29,711,000 | 0.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 3,629 | -150 | 390,553,000 | -26,082,000 | 0.34 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JPIN | Common | 11,778 | -220 | 611,635,000 | -15,984,000 | 0.53 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 3,303 | -231 | 618,553,000 | -11,913,000 | 0.53 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 3,531 | -50 | 256,668,000 | -7,717,000 | 0.22 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 5,481 | -68 | 778,888,000 | 12,476,000 | 0.67 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWV | Common | 1,584 | -42 | 403,096,000 | 20,319,000 | 0.35 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 14,291 | -373 | 2,363,731,000 | 35,674,000 | 2.04 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 6,254 | -90 | 2,132,614,000 | 173,777,000 | 1.84 | |
Hist
| 06/30/2023 |
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