0001974403-23-000006.txt : 20231220 0001974403-23-000006.hdr.sgml : 20231220 20231220100145 ACCESSION NUMBER: 0001974403-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231220 DATE AS OF CHANGE: 20231220 EFFECTIVENESS DATE: 20231220 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vawter Financial, Ltd. CENTRAL INDEX KEY: 0001974403 ORGANIZATION NAME: IRS NUMBER: 522136315 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23274 FILM NUMBER: 231499714 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001974403 XXXXXXXX 09-30-2023 09-30-2023 true 1 NEW HOLDINGS 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 12-20-2023 0 60 88217227
INFORMATION TABLE 2 informationtable.xml APPLE INC COM 037833100 820987 4795 SH SOLE 4795 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1868150 5333 SH SOLE 5333 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 2226070 90860 SH SOLE 90860 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 3488226 160452 SH SOLE 160452 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4943721 219039 SH SOLE 219039 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 604308 26966 SH SOLE 26966 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 410501 15722 SH SOLE 15722 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 254485 8497 SH SOLE 8497 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 1456248 58696 SH SOLE 58696 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 431568 22109 SH SOLE 22109 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 5147390 112659 SH SOLE 112659 0 0 ELI LILLY & CO COM 532457108 926012 1724 SH SOLE 1724 0 0 ISHARES TR CORE INTL AGGR 46435G672 207559 4255 SH SOLE 4255 0 0 ISHARES TR CORE S&P MCP ETF 464287507 878460 3523 SH SOLE 3523 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2883800 30571 SH SOLE 30571 0 0 ISHARES TR CORE S&P500 ETF 464287200 3542412 8249 SH SOLE 8249 0 0 ISHARES TR CORE US AGGBD ET 464287226 300364 3194 SH SOLE 3194 0 0 ISHARES TR MSCI EAFE ETF 464287465 275680 4000 SH SOLE 4000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 247168 6513 SH SOLE 6513 0 0 ISHARES TR RUS 1000 ETF 464287622 934942 3980 SH SOLE 3980 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 612797 2304 SH SOLE 2304 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 955071 6291 SH SOLE 6291 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1189480 5307 SH SOLE 5307 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1679590 12391 SH SOLE 12391 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 578647 3274 SH SOLE 3274 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 388175 1584 SH SOLE 1584 0 0 ISHARES TR TIPS BD ETF 464287176 376400 3629 SH SOLE 3629 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 699491 15941 SH SOLE 15941 0 0 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 590980 11691 SH SOLE 11691 0 0 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 285768 6300 SH SOLE 6300 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1534454 30579 SH SOLE 30579 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 4046494 80208 SH SOLE 80208 0 0 JOHNSON & JOHNSON COM 478160104 368037 2363 SH SOLE 2363 0 0 JPMORGAN CHASE & CO COM 46625H100 344267 2374 SH SOLE 2374 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 4982128 194235 SH SOLE 194235 0 0 NORFOLK SOUTHN CORP COM 655844108 224894 1142 SH SOLE 1142 0 0 PROCTER AND GAMBLE CO COM 742718109 258172 1770 SH SOLE 1770 0 0 REALTY INCOME CORP COM 756109104 755939 15137 SH SOLE 15137 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 580521 24249 SH SOLE 24249 0 0 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 279772 12164 SH SOLE 12164 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 497198 15417 SH SOLE 15417 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 286587 8537 SH SOLE 8537 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 331579 6317 SH SOLE 6317 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 360919 9781 SH SOLE 9781 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 408321 6888 SH SOLE 6888 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 345965 8385 SH SOLE 8385 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 539927 7369 SH SOLE 7369 0 0 STRYKER CORPORATION COM 863667101 579879 2122 SH SOLE 2122 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6313679 83992 SH SOLE 83992 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 246393 3531 SH SOLE 3531 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5526470 115544 SH SOLE 115544 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 229830 844 SH SOLE 844 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1949287 12222 SH SOLE 12222 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 5708860 30194 SH SOLE 30194 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 7357173 34350 SH SOLE 34350 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 603358 2841 SH SOLE 2841 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 760552 5514 SH SOLE 5514 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2832566 26672 SH SOLE 26672 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 299904 6235 SH SOLE 6235 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 459652 3850 SH SOLE 3850 0 0