Sarver Vrooman Wealth Advisors 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SV
Sarver Vrooman Wealth Advisors
Institutional Filer 7.41%$162.4M138

Current Portfolio Holdings

Showing all 138 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1SCHDSCHWAB US DIVIDEND ETF EQUITY1.7M$50.7M31.26%
2IBDWISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE2.2M$45.9M28.29%
3IBDZISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE1.7M$43.1M26.56%
4DGRWWISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND47K$4.1M2.54%
5DBEFXTRACKERS MSCI EAFE ETF EQUITY77K$3.8M2.34%
6AVLVAMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE44K$3.6M2.20%
7BSMRINVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD36K$853K0.53%
8BSMUINVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF39K$849K0.52%
9AAPLApple Inc.Technology3K$674K0.42%
10IBDXISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE21K$542K0.33%
11NaNISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE14K$320K0.20%
12USMVISHARES EDGE MSCI ETF MIN VOL USA ETF3K$319K0.20%
13SPYSPDR S&P 500 ETF Trust474$308K0.19%
14IBDSISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF12K$296K0.18%
15IBDTISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE12K$295K0.18%
Showing 1 to 15 of 138 holdings