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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Vawter Financial, Ltd.

Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001974403-25-000002

Total Value
$178.5M
Positions
103
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290859549,348$12.4M6.96%
2VANGUARD CHARLOTTE FDS92203J407239,794$11.7M6.56%
3VANGUARD BD INDEX FDS921937827138,798$10.9M6.09%
4VANGUARD INDEX FDS92290875145,670$10.1M5.68%
5DIMENSIONAL ETF TRUST25434V302336,627$8.7M4.88%
6CAPITAL GROUP INTL FOCUS EQT14019W109339,686$8.3M4.66%
7DIMENSIONAL ETF TRUST25434V609157,541$8.1M4.55%
8ISHARES TR4642872009,213$5.2M2.90%
9CAPITAL GROUP GROWTH ETF14020G101149,125$5.1M2.86%
10LATTICE STRATEGIES TR518416102163,806$5.1M2.84%
11J P MORGAN EXCHANGE TRADED F46654Q71693,812$5.0M2.81%
12GOLDMAN SACHS ETF TRNVGLF137,660$4.9M2.75%
13DIMENSIONAL ETF TRUST25434V658165,459$4.3M2.43%
14VANGUARD INTL EQUITY INDEX F92204271835,750$4.1M2.32%
15DIMENSIONAL ETF TRUST25434V666123,912$3.8M2.12%
16J P MORGAN EXCHANGE TRADED F46641Q83774,550$3.8M2.12%
17J P MORGAN EXCHANGE TRADED F46641Q87877,970$3.6M2.01%
18ISHARES TR46428780430,766$3.2M1.80%
19BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M1.79%
20AMERICAN CENTY ETF TR02507287735,191$3.1M1.72%
21BERKSHIRE HATHAWAY INC DELBRK-A4,909$2.6M1.47%
22VANGUARD INDEX FDS92290861113,849$2.6M1.45%
23AMERICAN CENTY ETF TR02507234932,758$2.1M1.20%
24APPLE INCAAPL9,504$2.1M1.18%
25J P MORGAN EXCHANGE TRADED F46641Q65439,286$2.0M1.12%
26ISHARES TR46428722618,818$1.9M1.04%
27VANGUARD INDEX FDS9229087696,289$1.7M0.97%
28ISHARES TR46428763011,333$1.7M0.96%
29ISHARES TR46428750727,204$1.6M0.89%
30ELI LILLY & COLLY1,877$1.6M0.87%
31DIMENSIONAL ETF TRUST25434V82357,992$1.4M0.77%
32VANGUARD INDEX FDS9229087447,063$1.2M0.68%
33ISHARES TR4642876484,616$1.2M0.66%
34ISHARES TR4642875985,673$1.1M0.60%
35ISHARES TR4642876223,461$1.1M0.59%
36ISHARES TR46435G67219,595$979,5540.55%
37JPMORGAN CHASE & CO.VYLD3,971$974,1280.55%
38AMERICAN CENTY ETF TR02507218215,737$913,0640.51%
39SCHWAB STRATEGIC TR80852470631,709$874,2060.49%
40REALTY INCOME CORPO13,532$784,9880.44%
41ROCKET COS INC77311W10163,625$767,9540.43%
42STRYKER CORPORATIONSYK1,972$734,0770.41%
43ISHARES TR4642876553,632$724,5480.41%
44SCHWAB STRATEGIC TR80852488818,446$661,8420.37%
45VANGUARD STAR FDS9219097689,794$608,2060.34%
46ISHARES TR4642876141,563$564,2340.32%
47SPDR SER TR78464A2016,761$561,1630.31%
48J P MORGAN EXCHANGE TRADED F46641Q2099,773$558,4290.31%
49J P MORGAN EXCHANGE TRADED F46641Q64710,571$528,5500.30%
50SCHWAB STRATEGIC TR80852440919,848$527,5600.30%
51SPDR SER TR78464A4096,529$524,7360.29%
52JOHNSON & JOHNSONJNJ3,144$521,4010.29%
53SCHWAB STRATEGIC TR80852467220,374$517,0920.29%
54UNITED BANCORP INC OHIOUBCP37,226$499,5730.28%
55J P MORGAN EXCHANGE TRADED F46641Q27410,245$483,6660.27%
56AMAZON COM INCAMZN2,538$482,8800.27%
57ISHARES TR4642876891,515$481,2250.27%
58NETFLIX INCNFLX507$472,7930.26%
59VANGUARD INDEX FDS9229085534,857$439,7530.25%
60VANGUARD SCOTTSDALE FDS92206C6493,261$434,0060.24%
61COSTCO WHSL CORP NEW22160K105427$403,8480.23%
62GOLDMAN SACHS ETF TRNVGLF5,223$397,1570.22%
63SPDR S&P 500 ETF TRSPY696$389,3350.22%
64VANGUARD INTL EQUITY INDEX F9220428588,589$388,7250.22%
65ISHARES BITCOIN TRUST ETFIBIT8,278$387,4930.22%
66SPDR SER TR78468R8539,455$385,3860.22%
67SPDR SER TR78464A8055,626$382,6240.21%
68VANGUARD INDEX FDS922908363732$375,9960.21%
69ISHARES TR4642872348,604$375,9950.21%
70VANGUARD INDEX FDS922908736993$368,2240.21%
71SPROTT PHYSICAL GOLD TRSII15,000$360,9000.20%
72ISHARES TR4642874654,394$359,1220.20%
73MICROSOFT CORPMSFT944$354,3680.20%
74ABBVIE INCABBV1,663$348,4320.20%
75SPDR SER TR78464A5086,511$332,5170.19%
76CHEVRON CORP NEWCVX1,831$306,2620.17%
77DIMENSIONAL ETF TRUST25434V2039,643$301,1560.17%
78SPDR INDEX SHS FDS78463X5097,412$291,8100.16%
79DIMENSIONAL ETF TRUST25434V1047,484$287,6850.16%
80SCHWAB STRATEGIC TR80852460712,032$281,9100.16%
81AMERICAN CENTY ETF TR0250722164,583$278,5080.16%
82AMERICAN CENTY ETF TR0250722323,793$270,0240.15%
83SCHWAB STRATEGIC TR80852480513,128$259,6720.15%
84J P MORGAN EXCHANGE TRADED F46654Q7734,800$249,6000.14%
85SALESFORCE INCCRM926$248,5010.14%
86AGILYSYS INCAGYS3,425$248,4500.14%
87NORFOLK SOUTHN CORP6558441081,042$246,7980.14%
88VANGUARD BD INDEX FDS9219378353,266$239,8880.13%
89EXXON MOBIL CORPXOM1,932$229,7730.13%
90INVESCO QQQ TRIVZ487$228,3210.13%
91PROCTER AND GAMBLE CO7427181091,335$227,5110.13%
92ISHARES TR4642878871,823$226,9350.13%
93GE AEROSPACE3696043011,125$225,1130.13%
94KINDER MORGAN INC DELEP-PC7,878$224,7590.13%
95DIMENSIONAL ETF TRUST25434V7245,350$220,4740.12%
96NATIONAL FUEL GAS CONFG2,725$215,7930.12%
97ISHARES TR4642871761,919$213,1820.12%
98ISHARES TR4642874992,492$211,9940.12%
99AAON INCAAON2,710$211,7320.12%
100EOG RES INCEOG1,635$209,6720.12%
101DANAHER CORPORATION2358511021,021$209,3050.12%
102VANECK ETF TRUST92189F1064,450$204,5670.11%
103NVIDIA CORPORATIONNVDA1,864$202,0200.11%