Avondale Wealth Management

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001738720
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 121 124,136 IVV, IJH, QQQ, CALF 13F-HR 1/10/2024 000173872024000001
Q3 2023 132 113,957 IVV, QQQ, IJH, CALF 13F-HR 10/10/2023 000173872023000005
Q2 2023 124 119,058 IVV, QQQ, IJH, AGG 13F-HR 7/6/2023 000173872023000003
Q1 2023 130 115,914 IVV, QQQ, AGG, IJH 13F-HR 4/5/2023 000173872023000002
Q4 2022 121 115,219 IVV, AGG, IJH, QQQ 13F-HR 1/6/2023 000173872023000001
Q3 2022 119 91,704 IVV, QQQ, IJH, IEMG 13F-HR 10/7/2022 000173872022000004
Q2 2022 109 86,211 IVV, QQQ, IEMG, IJH 13F-HR 7/11/2022 000173872022000003
Q1 2022 121 85,137 IVV, IEMG, IJH, QQQ 13F-HR 4/12/2022 000173872022000002
Q4 2021 102 98,793 IVV, QQQ, IJH, IEMG 13F-HR 1/11/2022 000173872022000001
Q3 2021 107 102,408 IVV, QQQ, IBB, IJH 13F-HR 10/12/2021 000173872021000005
Q2 2021 104 107,003 IVV, QQQ, IBB, IJH 13F-HR 7/13/2021 000173872021000004
Q1 2021 100 101,598 IVV, QQQ, IJH, IBB 13F-HR 4/27/2021 000173872021000003
Q4 2020 103 86,265 IVV, QQQ, TLT, IBB 13F-HR 1/15/2021 000173872021000002
Q3 2020 91 66,120 IVV, QQQ, GOVT, IJH 13F-HR 10/15/2020 000173872020000004
Q2 2020 91 70,383 IVV, IJH, QQQ, GOVT 13F-HR 7/15/2020 000173872020000003
Q1 2020 100 63,328 IVV, IJH, GOVT, QQQ 13F-HR 4/16/2020 000173872020000002
Q4 2019 96 68,187 IVV, IJH, GOVT, IJR 13F-HR 1/23/2020 000173872020000001
Q3 2019 98 60,615 IVV, IJH, GOVT, IJR 13F-HR 10/24/2019 000173872019000004
Q2 2019 114 135,967 IVV, VOO, GOVT, IJH 13F-HR 7/26/2019 000173872019000003
Q1 2019 117 130,055 IVV, VOO, JPST, IJH 13F-HR 4/22/2019 000173872019000002
Q4 2018 116 120,435 IVV, VOO, JPST, IBB 13F-HR 1/23/2019 000173872019000001
Q3 2018 98 105,737 IVV, VOO, IBB, IJH 13F-HR 10/24/2018 000173872018000005
Q2 2018 96 120,589 IVV, VOO, IEFA, IBB 13F-HR 7/6/2018 000173872018000004
Q1 2018 102 121,904 IVV, VOO, IEFA, IBB 13F-HR 4/30/2018 000173872018000003
Q4 2017 120 114,248 IVV, IEFA, IBB, IJH 13F-HR 4/27/2018 000173872018000002