President

0001974403-24-000001.txt : 20240213 0001974403-24-000001.hdr.sgml : 20240213 20240213170335 ACCESSION NUMBER: 0001974403-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 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: 24628041 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 12-31-2023 12-31-2023 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 02-13-2024 0 78 127823810 false INFORMATION TABLE 2 informationtable.xml AAON INC COM PAR $0.004 000360206 200188 2710 SH SOLE 2710 0 0 ABBVIE INC COM 00287Y109 270733 1747 SH SOLE 1747 0 0 AGILYSYS INC COM 00847J105 290509 3425 SH SOLE 3425 0 0 AMAZON COM INC COM 023135106 347791 2289 SH SOLE 2289 0 0 AMERICAN CENTY ETF TR AVANTIS MODERAT 025072182 235774 4360 SH SOLE 4360 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 382516 4260 SH SOLE 4260 0 0 APPLE INC COM 037833100 1845054 9583 SH SOLE 9583 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2131044 5975 SH SOLE 5975 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 3524487 124849 SH SOLE 124849 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 6023785 252358 SH SOLE 252358 0 0 CHEVRON CORP NEW COM 166764100 241151 1617 SH SOLE 1617 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 6795685 281862 SH SOLE 281862 0 0 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 2473712 95216 SH SOLE 95216 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 487543 17023 SH SOLE 17023 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 282525 8497 SH SOLE 8497 0 0 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 2802569 103607 SH SOLE 103607 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 825189 36288 SH SOLE 36288 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 8866815 169440 SH SOLE 169440 0 0 ELI LILLY & CO COM 532457108 1020693 1751 SH SOLE 1751 0 0 EXXON MOBIL CORP COM 30231G102 234153 2342 SH SOLE 2342 0 0 HUNTINGTON BANCSHARES INC COM 446150104 129049 10145 SH SOLE 10145 0 0 ISHARES TR CORE INTL AGGR 46435G672 222955 4477 SH SOLE 4477 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1222232 4410 SH SOLE 4410 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3441635 31793 SH SOLE 31793 0 0 ISHARES TR CORE S&P500 ETF 464287200 4188387 8769 SH SOLE 8769 0 0 ISHARES TR CORE US AGGBD ET 464287226 905061 9119 SH SOLE 9119 0 0 ISHARES TR MSCI EAFE ETF 464287465 302907 4020 SH SOLE 4020 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 272101 6767 SH SOLE 6767 0 0 ISHARES TR RUS 1000 ETF 464287622 991081 3779 SH SOLE 3779 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 715734 2361 SH SOLE 2361 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1014274 6138 SH SOLE 6138 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1338437 5307 SH SOLE 5307 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 1884763 12134 SH SOLE 12134 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 737810 3676 SH SOLE 3676 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 433604 1584 SH SOLE 1584 0 0 ISHARES TR TIPS BD ETF 464287176 310324 2887 SH SOLE 2887 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS USD 46641Q878 1361609 29655 SH SOLE 29655 0 0 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 607895 11191 SH SOLE 11191 0 0 J P MORGAN EXCHANGE TRADED F SHORT DURA CORE 46641Q274 293259 6300 SH SOLE 6300 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 2510847 49987 SH SOLE 49987 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 4095885 80723 SH SOLE 80723 0 0 JOHNSON & JOHNSON COM 478160104 370377 2363 SH SOLE 2363 0 0 JPMORGAN CHASE & CO COM 46625H100 483441 2842 SH SOLE 2842 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 7119219 259636 SH SOLE 259636 0 0 MICROSOFT CORP COM 594918104 242922 646 SH SOLE 646 0 0 NETFLIX INC COM 64110L106 248309 510 SH SOLE 510 0 0 NORFOLK SOUTHN CORP COM 655844108 246308 1042 SH SOLE 1042 0 0 PROCTER AND GAMBLE CO COM 742718109 214681 1465 SH SOLE 1465 0 0 REALTY INCOME CORP COM 756109104 825237 14372 SH SOLE 14372 0 0 SALESFORCE INC COM 79466L302 300769 1143 SH SOLE 1143 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 784987 31665 SH SOLE 31665 0 0 SCHWAB STRATEGIC TR INTERNL DIVID 808524672 309391 12582 SH SOLE 12582 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 575092 16483 SH SOLE 16483 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 421722 6016 SH SOLE 6016 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 257741 5456 SH SOLE 5456 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 253429 7157 SH SOLE 7157 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 330816 696 SH SOLE 696 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 365839 6259 SH SOLE 6259 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 428886 10168 SH SOLE 10168 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 448133 6888 SH SOLE 6888 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 323845 6945 SH SOLE 6945 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 616269 7369 SH SOLE 7369 0 0 SPROTT PHYSICAL GOLD TR UNIT 85207H104 238950 15000 SH SOLE 15000 0 0 STRYKER CORPORATION COM 863667101 605508 2022 SH SOLE 2022 0 0 UNITED STS NAT GAS FD LP UNIT PAR 912318300 63375 12500 SH SOLE 12500 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8091567 105058 SH SOLE 105058 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 208220 2831 SH SOLE 2831 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7836560 158747 SH SOLE 158747 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 262383 844 SH SOLE 844 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 276698 633 SH SOLE 633 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 2507522 13933 SH SOLE 13933 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 8564864 40148 SH SOLE 40148 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 10858717 44913 SH SOLE 44913 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 923674 3894 SH SOLE 3894 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 871633 5830 SH SOLE 5830 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4222751 36710 SH SOLE 36710 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 323402 6335 SH SOLE 6335 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 538808 3945 SH SOLE 3945 0 0