§ 13F · FUND PROFILE
Sarver Vrooman Wealth Advisors.
AUM · $168M (13F)Positions · 145Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$779K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB US DIVIDEND ETF EQUITY | 1.66M | $53M | 31.8% | ±0% |
| 2 | IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 2.22M | $46M | 27.5% | +1% |
| 3 | IBDZ | ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE | 1.68M | $44M | 26.0% | +2% |
| 4 | DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 48K | $5M | 2.7% | +2% |
| 5 | DBEF | XTRACKERS MSCI EAFE ETF EQUITY | 78K | $4M | 2.6% | +2% |
| 6 | AVLV | AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE | 45K | $4M | 2.4% | +1% |
| 7 | BSMU | INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF | 39K | $854K | 0.5% | ±0% |
| 8 | BSMR | INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD | 36K | $854K | 0.5% | ±0% |
| 9 | AAPL | APPLE INC | 3K | $807K | 0.5% | ±0% |
| 10 | IBDX | ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE | 21K | $538K | 0.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SARVER SIGNAL
AC read
Sarver Vrooman Wealth Advisors is a Other fund managing $168 million in assets. The fund runs a portfolio of 145 positions.
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