Avion Wealth 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Avion Wealth | Institutional Filer | ▲ 1.44% | $484K | 1550 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1550)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | — | 1.4M | $71K | 14.74% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 918K | $59K | 12.16% |
| 3 | VOO | VANGUARD INDEX FDS | — | 69K | $41K | 8.51% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | — | 413K | $31K | 6.41% |
| 5 | VOE | VANGUARD INDEX FDS | — | 158K | $29K | 6.01% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | — | 550K | $26K | 5.47% |
| 7 | VYM | VANGUARD WHITEHALL FDS | — | 175K | $26K | 5.36% |
| 8 | VBR | VANGUARD INDEX FDS | — | 95K | $21K | 4.27% |
| 9 | VTI | VANGUARD INDEX FDS | — | 54K | $17K | 3.57% |
| 10 | VO | VANGUARD INDEX FDS | — | 49K | $14K | 2.92% |
| 11 | VUG | VANGUARD INDEX FDS | — | 26K | $11K | 2.34% |
| 12 | DFAC | DIMENSIONAL ETF TRUST | — | 264K | $10K | 2.12% |
| 13 | VNQ | VANGUARD INDEX FDS | — | 97K | $9K | 1.79% |
| 14 | MINT | PIMCO ETF TR | — | 79K | $8K | 1.65% |
| 15 | IEFA | ISHARES TR | — | 75K | $7K | 1.40% |
Showing 1 to 15 of 1000 holdings