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