Avion Wealth

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$362M
Signature - Title
Cindi Hill - Filing Agent
Location
2829 Technology Forest Blvd #300, The Woodlands, Texas
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 860 $362M +$6.53M -$13.5M -$7M VEA, VUSB, VOO, BNDX, VYM 13F-HR 7/26/2024, 04:01 PM
Q1 2024 623 $372M $0 $0 VEA, VUSB, VOO, BNDX, VYM 13F-HR 5/3/2024, 12:01 PM
Q4 2023 730 $356M VUSB, VEA, VOO, BNDX, VYM 13F-HR 1/26/2024, 12:54 PM
Q3 2023 577 $330M +$10.6M -$32.2M -$21.6M VUSB, VEA, VOO, BNDX, VYM 13F-HR 10/20/2023, 02:49 PM
Q2 2023 522 $376M +$30.6M -$31M -$378K VUSB, VEA, VOO, VTIP, BNDX 13F-HR 7/14/2023, 01:14 PM
Q1 2023 384 $359M +$52.8M -$25.7M +$27.1M VUSB, VEA, VOO, VTIP, MINT 13F-HR 5/5/2023, 11:52 AM
Q4 2022 329 $312M +$1K -$18.1K -$17.1K VEA, MINT, VUSB, VTIP, VOO 13F-HR 1/30/2023, 02:44 PM
Q3 2022 445 $322M +$23M -$5.47M +$17.5M VEA, MINT, VUSB, VTIP, VOO 13F-HR 10/31/2022, 05:22 PM
Q2 2022 439 $322M +$19.4M -$11.2M +$8.23M VEA, MINT, VTIP, VOO, BNDX 13F-HR 8/11/2022, 03:19 PM
Q1 2022 361 $347M +$27.1M -$26.1M +$972K MINT, VEA, VOO, VTIP, BNDX 13F-HR 5/4/2022, 01:18 PM
Q4 2021 358 $354M +$28.8M -$12.3M +$16.5M MINT, VOO, VEA, BNDX, VTIP 13F-HR 1/26/2022, 01:50 PM
Q3 2021 383 $330M +$14.8M -$10.7M +$4.15M MINT, VOO, VEA, BNDX, AGG 13F-HR 10/29/2021, 05:41 PM
Q2 2021 364 $328M +$61.6M -$31.3M +$30.2M MINT, VOO, AGG, VEA, BNDX 13F-HR 7/27/2021, 02:38 PM
Q1 2021 343 $286M +$34M -$74.7M -$40.6M MINT, VOO, AGG, BNDX, VEA 13F-HR 5/5/2021, 05:51 PM
Q4 2020 338 $318M +$44.2M -$38.8M +$5.35M VOO, MINT, AGG, SHV, BNDX 13F-HR 1/26/2021, 03:27 PM
Q3 2020 282 $297M +$28.7M -$20.8M +$7.86M SHV, VGSH, AGG, VOO, MINT 13F-HR 10/30/2020, 03:10 PM
Q2 2020 255 $287M +$61.4M -$17.1M +$44.3M SHV, VGSH, AGG, MINT, VGIT 13F-HR 7/28/2020, 06:17 PM
Q1 2020 278 $234M +$162M -$24.3M +$138M MINT, SHV, VGSH, BSV, VGIT 13F-HR 4/8/2020, 02:35 PM
Q4 2019 47 $111M +$5.93M -$1.36M +$4.57M MINT, VTI, VYM, VNQ, BK 13F-HR 1/29/2020, 10:27 AM
Q3 2019 43 $105M MINT, VTI, VNQ, VYM, BK 13F-HR 10/31/2019, 10:51 AM