Sarver Vrooman Wealth Advisors 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SV Sarver Vrooman Wealth Advisors | Institutional Filer | ▼ 7.41% | $162.4M | 138 |
Current Portfolio Holdings
Showing all 138 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | — | 1.7M | $50.7M | 31.26% |
| 2 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | — | 2.2M | $45.9M | 28.29% |
| 3 | IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | — | 1.7M | $43.1M | 26.56% |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | — | 47K | $4.1M | 2.54% |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | — | 77K | $3.8M | 2.34% |
| 6 | AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | — | 44K | $3.6M | 2.20% |
| 7 | BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | — | 36K | $853K | 0.53% |
| 8 | BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | — | 39K | $849K | 0.52% |
| 9 | AAPL | Apple Inc. | Technology | 3K | $674K | 0.42% |
| 10 | IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | — | 21K | $542K | 0.33% |
| 11 | NaN | ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE | — | 14K | $320K | 0.20% |
| 12 | USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | — | 3K | $319K | 0.20% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 474 | $308K | 0.19% |
| 14 | IBDS | ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF | — | 12K | $296K | 0.18% |
| 15 | IBDT | ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE | — | 12K | $295K | 0.18% |
Showing 1 to 15 of 138 holdings