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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 : 12     View All Holdings Currently Viewing:  Decreased 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
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 19 - $158.71 $1,885,000 12,134 1.47% 205,000 -257 0.015    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 25 - $179.05 $1,014,000 6,138 0.79% 59,000 -153 0.002    Closed - End Fund - E...
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 26 - $290.91 $991,000 3,779 0.78% 56,000 -201 0.003    Closed - End Fund - E...
   (O)1 Year Chart         O Realty Income Corp 30 - $55.13 $825,000 14,372 0.65% 69,000 -765 0.042    REIT - Retail
   (JPIN)1 Year Chart         JPIN Jpmorgan Diversified Return... 36 - $0.00 $608,000 11,191 0.48% 17,000 -500 0.067    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 37 - $334.68 $606,000 2,022 0.47% 26,000 -100 0.001    Medical Instruments &...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 48 - $64.82 $366,000 6,259 0.29% 34,000 -58 0.007    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 51 - $50.09 $324,000 6,945 0.25% -22,000 -1,440 0    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 53 - $106.58 $310,000 2,887 0.24% -66,000 -742 0    Closed - End Fund - E...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 67 - $249.65 $246,000 1,042 0.19% 21,000 -100 0    Railroads
   (PG)1 Year Chart         PG Procter & Gamble Co 74 - $167.64 $215,000 1,465 0.17% -43,000 -305 0    Cleaning Products
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 75 - $71.81 $208,000 2,831 0.16% -38,000 -700 0    Closed - End Fund - E...
      12 Records Found
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