President

0001974403-23-000003.txt : 20230814 0001974403-23-000003.hdr.sgml : 20230814 20230814153656 ACCESSION NUMBER: 0001974403-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vawter Financial, Ltd. CENTRAL INDEX KEY: 0001974403 IRS NUMBER: 522136315 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23274 FILM NUMBER: 231169230 BUSINESS ADDRESS: STREET 1: 1161 BETHEL ROAD STREET 2: SUITE 304 CITY: COLUMBUS STATE: OH ZIP: 43220 BUSINESS PHONE: (614) 451-1002 MAIL ADDRESS: STREET 1: 1161 BETHEL ROAD STREET 2: SUITE 304 CITY: COLUMBUS STATE: OH ZIP: 43220 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001974403 XXXXXXXX 06-30-2023 06-30-2023 Vawter Financial, Ltd.

1161 BETHEL ROAD SUITE 304 COLUMBUS OH 43220

13F HOLDINGS REPORT 028-23274 N Gary Vawter President 614-451-1002 Gary Vawter Columbus OH 08-14-2023 0 69 115638061 false INFORMATION TABLE 2 informationtable.xml APPLE INC COM 037833100 1122504 5787 SH SOLE 5787 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 2071240 4 SH SOLE 4 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2132614 6254 SH SOLE 6254 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 2904679 115128 SH SOLE 115128 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 4950560 210483 SH SOLE 210483 0 0 CHEVRON CORP NEW COM 166764100 237599 1510 SH SOLE 1510 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6313497 269117 SH SOLE 269117 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 1114940 45713 SH SOLE 45713 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 469849 17198 SH SOLE 17198 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 308134 9943 SH SOLE 9943 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 1538376 60566 SH SOLE 60566 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 544434 25299 SH SOLE 25299 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 7272143 156761 SH SOLE 156761 0 0 EXXON MOBIL CORP COM 30231G102 260832 2432 SH SOLE 2432 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 246739 668 SH SOLE 668 0 0 ISHARES TR CORE INTL AGGR 46435G672 209729 4255 SH SOLE 4255 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1130378 4323 SH SOLE 4323 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3204086 32153 SH SOLE 32153 0 0 ISHARES TR CORE S&P500 ETF 464287200 4068041 9127 SH SOLE 9127 0 0 ISHARES TR CORE US AGGBD ET 464287226 332246 3392 SH SOLE 3392 0 0 ISHARES TR MSCI EAFE ETF 464287465 291450 4020 SH SOLE 4020 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 257654 6513 SH SOLE 6513 0 0 ISHARES TR RUS 1000 ETF 464287622 970085 3980 SH SOLE 3980 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 668917 2431 SH SOLE 2431 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1040070 6590 SH SOLE 6590 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1287705 5307 SH SOLE 5307 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1755203 12466 SH SOLE 12466 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 618553 3303 SH SOLE 3303 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 403096 1584 SH SOLE 1584 0 0 ISHARES TR TIPS BD ETF 464287176 390553 3629 SH SOLE 3629 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 754221 16907 SH SOLE 16907 0 0 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 611635 11778 SH SOLE 11778 0 0 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 288540 6300 SH SOLE 6300 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2938756 58611 SH SOLE 58611 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 4576633 90358 SH SOLE 90358 0 0 JOHNSON & JOHNSON COM 478160104 391124 2363 SH SOLE 2363 0 0 JPMORGAN CHASE & CO COM 46625H100 525642 1314 SH SOLE 1314 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 6998304 265893 SH SOLE 265893 0 0 LILLY ELI & CO COM 532457108 808522 1724 SH SOLE 1724 0 0 NORFOLK SOUTHN CORP COM 655844108 258960 1142 SH SOLE 1142 0 0 PROCTER AND GAMBLE CO COM 742718109 293010 1931 SH SOLE 1931 0 0 REALTY INCOME CORP COM 756109104 916398 15327 SH SOLE 15327 0 0 SALESFORCE INC COM 79466L302 241470 1143 SH SOLE 1143 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 779964 31667 SH SOLE 31667 0 0 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 290560 12137 SH SOLE 12137 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 520632 15417 SH SOLE 15417 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 328271 4893 SH SOLE 4893 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 238973 5456 SH SOLE 5456 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 293502 8537 SH SOLE 8537 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 308523 696 SH SOLE 696 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 383802 7050 SH SOLE 7050 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 427745 11013 SH SOLE 11013 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 420237 6888 SH SOLE 6888 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 365386 8458 SH SOLE 8458 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 584126 7590 SH SOLE 7590 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 223800 15000 SH SOLE 15000 0 0 STRYKER CORPORATION COM 863667101 647401 2122 SH SOLE 2122 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8148789 107831 SH SOLE 107831 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 256668 3531 SH SOLE 3531 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7394566 151280 SH SOLE 151280 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 238818 844 SH SOLE 844 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2363731 14291 SH SOLE 14291 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 7570840 38065 SH SOLE 38065 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 9858699 42912 SH SOLE 42912 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 709113 3219 SH SOLE 3219 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 778888 5481 SH SOLE 5481 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3929884 35571 SH SOLE 35571 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 318144 6335 SH SOLE 6335 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 537878 4350 SH SOLE 4350 0 0