Sarver Vrooman Wealth Advisors 13F Holdings
CIK 0002076215 · KANSAS CITY, MO
As of Sep 30, 2025, Sarver Vrooman Wealth Advisors reported 130 positions worth
CIK 0002076215 · KANSAS CITY, MO
As of Sep 30, 2025, Sarver Vrooman Wealth Advisors reported 130 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 2,179,772 | $46.3M | 29.73% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,643,783 | $44.9M | 28.84% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 1,768,383 | $43.0M | 27.62% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 41,636 | $3.7M | 2.38% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 32,980 | $3.1M | 2.02% |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | DBEF | — | 66,607 | $3.1M | 1.99% |
| INVESCO EXCH TRD SLF IDX FD | BSMU | — | 38,812 | $850.8K | 0.55% |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | BSMR | — | 35,765 | $846.2K | 0.54% |
| APPLE INC | AAPL | Technology | 2,641 | $672.5K | 0.43% |
| ISHARES TR | IBDZ | — | 20,609 | $545.5K | 0.35% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 18,596 | $476.4K | 0.31% |
| SPDR S&P 500 ETF TRUST | SPY | — | 474 | $315.8K | 0.20% |
| MICROSOFT CORP | MSFT | Technology | 567 | $293.7K | 0.19% |
| ISHARES TR | IBCA | — | 10,124 | $263.6K | 0.17% |
| ISHARES TR | IBDY | — | 10,031 | $263.1K | 0.17% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 11,034 | $259.0K | 0.17% |
| WALMART INC | WMT | Consumer Defensive | 2,332 | $240.3K | 0.15% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 9,708 | $236.3K | 0.15% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 8,956 | $228.6K | 0.15% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 9,180 | $203.3K | 0.13% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 580 | 82.9K | 0.12% |
| EXXON MOBIL CORP | XOM | Energy | 1,558 | 75.7K | 0.11% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 314 | 57.9K | 0.10% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 1,216 | 47.2K | 0.09% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 582 | 07.9K | 0.07% |