account_balance
Investment manager · 13F filer · SEC CIK 2076215
Sarver Vrooman Wealth Advisors
Reported value$170Mas of Sep 30, 2026
Positions142 7 new, 10 sold out
Top 10 weight94.6%SCHD alone is 32%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab US Dividend ETF Equity
32.4%Added +2%
IBDWiShares ETF Tr Ibonds Dec 2031 Trem Corporate
26.7%Added +2%
IBDZiShares Tr Ibonds ETF Dec 2034 Term Corporate
24.9%Added +2%
DGRWWisdomtree US Qual ETF Dividend Growth Fund
3.1%
DBEFXtrackers MSCI EAFE ETF Equity
2.9%
AVLVAmerican Centy Tr ETF Avantis U S Large Cap Value
2.7%+14%
BSMR
BSMU
IBDX
SCHDSchwab US Dividend ETF Equity
32.4%Added +2%
IBDWiShares ETF Tr Ibonds Dec 2031 Trem Corporate
26.7%Added +2%
IBDZiShares Tr Ibonds ETF Dec 2034 Term Corporate
24.9%Added +2%
DGRW
DBEF
AVLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab US Dividend ETF Equity 32.4% Added +2%
IBDW iShares ETF Tr Ibonds Dec 2031 Trem Corporate 26.7% Added +2%
IBDZ iShares Tr Ibonds ETF Dec 2034 Term Corporate 24.9% Added +2%
DGRW Wisdomtree US Qual ETF Dividend Growth Fund 3.1% Added +13%
DBEF Xtrackers MSCI EAFE ETF Equity 2.9% Added +16%
AVLV American Centy Tr ETF Avantis U S Large Cap Value 2.7% Added +14%
AAPL Apple Inc. 0.5% HeldBSMR Invesco Exch Traded ETF Self Indexed Fd Tr Bulletshares 2027 Mun Bd 0.5% Held
BSMU Invesco Self-Indexed ETF Fd Tr Bulletshares 2030 Mun Fd ETF 0.5% Held
IBDX iShares Tr Ibonds ETF Dec 2032 Term Corporate 0.3% Held
SPY SPDR S&P 500 ETF Trust 0.2% HeldIBDU iShares Tr ETF Ibonds Dec 2029 Term Corporate 0.2% Added +15%
What changed
Biggest moves since Jun 30, 2026
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