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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 : 2023-12-31
  Total Value : $127,828,000
  Total Value Change : $39,612,000
  Securities Held Change : 18
   
All Securities Held : 78
  New Positions : 11
  Closed Positions : 0
  Increased Positions : 46
  Unchanged Positions : 8
  Decreased Positions : 13

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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
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 46 New $93.45 $383,000 4,260 0.3% 383,000 4,260 0.005    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 49 New $184.70 $348,000 2,289 0.27% 348,000 2,289 0    Internet Software & S...
   (AGYS)1 Year Chart         AGYS Agilysys Inc 58 New $99.94 $291,000 3,425 0.23% 291,000 3,425 0.013    Electronics Wholesale
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 60 New $486.69 $277,000 633 0.22% 277,000 633 0    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 62 New $166.42 $271,000 1,747 0.21% 271,000 1,747 0    Drug Manufacturers - ...
   (NFLX)1 Year Chart         NFLX Netflix Inc 66 New $621.10 $248,000 510 0.19% 248,000 510 0    Music & Video Stores
   (MSFT)1 Year Chart         MSFT Microsoft Corp 68 New $420.21 $243,000 646 0.19% 243,000 646 0    Application Software
   (AVMA)1 Year Chart         AVMA Avantis Moderate Allocation... 71 New $0.00 $236,000 4,360 0.18% 236,000 4,360 0.048    N/A
   (AAON)1 Year Chart         AAON AAON Inc 76 New $74.88 $200,000 2,710 0.16% 200,000 2,710 0.005    General Building Mate...
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 77 New $14.21 $129,000 10,145 0.1% 129,000 10,145 0.001    Domestic Regional Banks
   (UNG)1 Year Chart         UNG United States Natural Gas F... 78 New $5.03 $63,000 12,500 0.05% 63,000 12,500 0.026    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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