President

0001974403-24-000003.txt : 20240516 0001974403-24-000003.hdr.sgml : 20240516 20240515173927 ACCESSION NUMBER: 0001974403-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240516 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240516 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-23274 FILM NUMBER: 24952836 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 03-31-2024 03-31-2024 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 05-15-2024 0 88 137792354 false INFORMATION TABLE 2 informationtable.xml AAON INC COM PAR $0.004 000360206 238751 2710 SH SOLE 2710 0 0 ABBVIE INC COM 00287Y109 299919 1647 SH SOLE 1647 0 0 AGILYSYS INC COM 00847J105 288591 3425 SH SOLE 3425 0 0 AMAZON COM INC COM 023135106 410004 2273 SH SOLE 2273 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072216 224690 3719 SH SOLE 3719 0 0 AMERICAN CENTY ETF TR AVANTIS MODERAT 025072182 689037 12116 SH SOLE 12116 0 0 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 208459 3244 SH SOLE 3244 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 495327 5286 SH SOLE 5286 0 0 APPLE INC COM 037833100 1714664 9999 SH SOLE 9999 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 212533 219 SH SOLE 219 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2444062 5812 SH SOLE 5812 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 4088194 127796 SH SOLE 127796 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 6665419 258550 SH SOLE 258550 0 0 CHEVRON CORP NEW COM 166764100 255022 1617 SH SOLE 1617 0 0 COSTCO WHSL CORP NEW COM 22160K105 203671 278 SH SOLE 278 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7181397 290510 SH SOLE 290510 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 2615600 102452 SH SOLE 102452 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 474010 15685 SH SOLE 15685 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 303172 8297 SH SOLE 8297 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 3272209 109110 SH SOLE 109110 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 218815 5350 SH SOLE 5350 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 977077 43678 SH SOLE 43678 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9228143 169541 SH SOLE 169541 0 0 ELI LILLY & CO COM 532457108 1362208 1751 SH SOLE 1751 0 0 EXXON MOBIL CORP COM 30231G102 282812 2433 SH SOLE 2433 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 1296768 37818 SH SOLE 37818 0 0 ISHARES TR CORE INTL AGGR 46435G672 305195 6110 SH SOLE 6110 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1321945 21764 SH SOLE 21764 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3488386 31563 SH SOLE 31563 0 0 ISHARES TR CORE S&P500 ETF 464287200 4503983 8567 SH SOLE 8567 0 0 ISHARES TR CORE US AGGBD ET 464287226 1067644 10901 SH SOLE 10901 0 0 ISHARES TR MSCI EAFE ETF 464287465 305065 3820 SH SOLE 3820 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 292572 7122 SH SOLE 7122 0 0 ISHARES TR RUS 1000 ETF 464287622 1088465 3779 SH SOLE 3779 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 732270 2173 SH SOLE 2173 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1034013 5773 SH SOLE 5773 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1208208 4462 SH SOLE 4462 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1926989 12134 SH SOLE 12134 0 0 ISHARES TR RUS MID CAP ETF 464287499 209552 2492 SH SOLE 2492 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 710604 3379 SH SOLE 3379 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 464524 1548 SH SOLE 1548 0 0 ISHARES TR TIPS BD ETF 464287176 250158 2329 SH SOLE 2329 0 0 J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 46654Q716 408421 7775 SH SOLE 7775 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 1588428 34389 SH SOLE 34389 0 0 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 630389 11191 SH SOLE 11191 0 0 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 293139 6300 SH SOLE 6300 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2455603 48674 SH SOLE 48674 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 3272324 64492 SH SOLE 64492 0 0 JOHNSON & JOHNSON COM 478160104 366368 2316 SH SOLE 2316 0 0 JPMORGAN CHASE & CO COM 46625H100 545051 2721 SH SOLE 2721 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 6121052 218609 SH SOLE 218609 0 0 MICROSOFT CORP COM 594918104 280620 667 SH SOLE 667 0 0 NETFLIX INC COM 64110L106 309738 510 SH SOLE 510 0 0 NORFOLK SOUTHN CORP COM 655844108 265575 1042 SH SOLE 1042 0 0 PROCTER AND GAMBLE CO COM 742718109 243537 1501 SH SOLE 1501 0 0 REALTY INCOME CORP COM 756109104 745063 13772 SH SOLE 13772 0 0 SALESFORCE INC COM 79466L302 344249 1143 SH SOLE 1143 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 620202 24562 SH SOLE 24562 0 0 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 484521 19972 SH SOLE 19972 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 661584 18480 SH SOLE 18480 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 531100 6990 SH SOLE 6990 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 205046 3304 SH SOLE 3304 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 207076 2543 SH SOLE 2543 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 268653 5456 SH SOLE 5456 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 259012 7157 SH SOLE 7157 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 364057 696 SH SOLE 696 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 386760 6029 SH SOLE 6029 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 437631 10168 SH SOLE 10168 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 506125 6919 SH SOLE 6919 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 343937 6865 SH SOLE 6865 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 642885 7370 SH SOLE 7370 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 259500 15000 SH SOLE 15000 0 0 STRYKER CORPORATION COM 863667101 723613 2022 SH SOLE 2022 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8236505 107428 SH SOLE 107428 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 212733 2929 SH SOLE 2929 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 8192774 166554 SH SOLE 166554 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 290505 844 SH SOLE 844 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 327581 681 SH SOLE 681 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2490794 12981 SH SOLE 12981 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 9393317 41092 SH SOLE 41092 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 11873037 45539 SH SOLE 45539 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 993758 3824 SH SOLE 3824 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1063033 6527 SH SOLE 6527 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4103538 35121 SH SOLE 35121 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 320551 6335 SH SOLE 6335 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 204484 2404 SH SOLE 2404 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 551590 3945 SH SOLE 3945 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 206768 3429 SH SOLE 3429 0 0