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  Name: Vawter Financial Ltd.
  City: COLUMBUS
  State: OH
  Zip: 43220
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $137,798,000
  Total Value Change : $9,970,000
  Securities Held Change : 10
   
All Securities Held : 88
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 30
  Unchanged Positions : 20
  Decreased Positions : 26

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GSIE)1 Year Chart         GSIE Goldman Sachs Activebeta In... 24 New $34.75 $1,297,000 37,818 0.94% 1,297,000 37,818 0.035    N/A
   (AVGV)1 Year Chart         AVGV Avantis All Equity Markets ... 77 New $0.00 $225,000 3,719 0.16% 225,000 3,719 0.041    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 78 New $39.44 $219,000 5,350 0.16% 219,000 5,350 0.001    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 79 New $0.00 $213,000 219 0.15% 213,000 219 0    Semiconductor Equipme...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 81 New $80.89 $210,000 2,492 0.15% 210,000 2,492 0.001    Closed - End Fund - E...
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 82 New $0.00 $208,000 3,244 0.15% 208,000 3,244 0.004    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 84 New $61.18 $207,000 3,429 0.15% 207,000 3,429 0    Closed - End Fund - E...
   (SCHM)1 Year Chart         SCHM Schwab U.S. Mid-Cap Etf 83 New $77.70 $207,000 2,543 0.15% 207,000 2,543 0.003    N/A
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 85 New $63.10 $205,000 3,304 0.15% 205,000 3,304 0    Closed - End Fund - Debt
   (COST)1 Year Chart         COST Costco Wholesale Corp 86 New $845.58 $204,000 278 0.15% 204,000 278 0.004    Discount, Variety Stores
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 87 New $81.38 $204,000 2,404 0.15% 204,000 2,404 0    N/A

      11 Records Found
  1    
Page 1 of 1
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