Sarver Vrooman Wealth Advisors - Portfolio overview

Sarver Vrooman Wealth Advisors has 141 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IBDW - ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE, 29.35%
2. SCHD - SCHWAB US DIVIDEND ETF EQUITY, 28.79%
3. IBDR - ISHARES TR ETF IBONDS DEC 2026 TERM CORP, 27.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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