Avion Wealth

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
The Woodlands, TX
CIK
0001792704
Alternate names
Efficient Wealth Management LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,313 382,092 VEA, VUSB, VOO, BNDX 13F-HR 10/18/2024 000179270424000013
Q2 2024 1,229 362,486 VEA, VUSB, VOO, BNDX 13F-HR 7/26/2024 000190696724000006
Q1 2024 1,150 372,655 VEA, VUSB, VOO, BNDX 13F-HR 5/3/2024 000179270424000001
Q4 2023 1,124 356,409 VUSB, VEA, VOO, BNDX 13F-HR 1/26/2024 000200449524000002
Q3 2023 1,227 350,155 VUSB, VEA, VOO, BNDX 13F-HR 10/20/2023 000179270423000009
Q2 2023 995 381,781 VUSB, VEA, VOO, VTIP 13F-HR 7/14/2023 000179270423000003
Q1 2023 811 366,581 VUSB, VEA, VOO, VTIP 13F-HR 5/5/2023 000179270423000002
Q4 2022 560 321,321 VEA, MINT, VUSB, VTIP 13F-HR 1/30/2023 000179270423000001
Q3 2022 559 321,612 VEA, MINT, VUSB, VTIP 13F-HR 10/31/2022 000179270422000004
Q2 2022 557 322,285 VEA, MINT, VTIP, VOO 13F-HR 8/11/2022 000179270422000002
Q1 2022 420 347,522 MINT, VEA, VOO, VTIP 13F-HR 5/4/2022 000078404522000004
Q4 2021 427 353,566 MINT, VOO, VEA, BNDX 13F-HR 1/26/2022 000179270422000001
Q3 2021 411 329,668 MINT, VOO, VEA, BNDX 13F-HR 11/1/2021 000179270421000004
Q2 2021 399 328,280 MINT, VOO, AGG, VEA 13F-HR 7/27/2021 000179270421000003
Q1 2021 358 286,238 MINT, VOO, AGG, BNDX 13F-HR 5/5/2021 000179270421000002
Q4 2020 360 317,946 VOO, MINT, AGG, SHV 13F-HR 1/26/2021 000179270421000001
Q3 2020 305 297,388 SHV, VGSH, AGG, VOO 13F-HR 10/30/2020 000078404520000005
Q2 2020 279 287,379 SHV, VGSH, AGG, MINT 13F-HR 7/29/2020 000179270420000003
Q1 2020 315 233,678 MINT, SHV, VGSH, BSV 13F-HR 4/8/2020 000179270420000002
Q4 2019 47 111,765 MINT, VTI, VYM, VNQ 13F-HR 1/29/2020 000179270420000001
Q3 2019 43 104,715 MINT, VTI, VNQ, VYM 13F-HR 10/31/2019 000179270419000001