Avondale Wealth Management
72 holdingsFiling period: 2026-03-31Current AUM: $232.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57.0K | $37.2M | $42.7M | 18.37% | -291 | 2026-03-31 |
| 2 | IJH | ISHARES TR | 297.0K | $20.1M | $22.4M | 9.61% | +13.5K | 2026-03-31 |
| 3 | QQQ | INVESCO QQQ TR | 33.0K | $19.1M | $22.7M | 9.77% | +2.0K | 2026-03-31 |
| 4 | AVUV | AMERICAN CENTY ETF TR | 157.2K | $17.4M | $19.7M | 8.47% | +2.0K | 2026-03-31 |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 417.9K | $14.1M | $15.7M | 6.74% | +32.4K | 2026-03-31 |
| 6 | PYLD | PIMCO ETF TR | 417.9K | $10.9M | $10.9M | 4.70% | +28.9K | 2026-03-31 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 133.5K | $8.3M | $9.4M | 4.06% | +5.3K | 2026-03-31 |
| 8 | BOXX | EA SERIES TRUST | 63.4K | $7.4M | $7.5M | 3.21% | -6,218 | 2026-03-31 |
| 9 | SOXX | ISHARES TR | 18.7K | $6.2M | $9.5M | 4.06% | -17,200 | 2026-03-31 |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 91.5K | $4.9M | $4.8M | 2.07% | -- | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 7.2K | $4.3M | $4.9M | 2.12% | +249 | 2026-03-31 |
| 12 | AAPL | APPLE INC | 16.0K | $4.1M | $4.9M | 2.12% | +2.4K | 2026-03-31 |
| 13 | NVDA | NVIDIA CORPORATION | 20.9K | $3.6M | $4.2M | 1.80% | -756 | 2026-03-31 |
| 14 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 5 | $3.6M | $3.6M | 1.54% | -- | 2026-03-31 |
| 15 | XLE | SELECT SECTOR SPDR TR | 42.2K | $2.6M | $2.5M | 1.08% | +2.3K | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 13.1K | $2.2M | $2.0M | 0.88% | +8.0K | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 13.1K | $2.2M | $2.0M | 0.88% | +8.0K | 2026-03-31 |
| 18 | GOVT | ISHARES TR | 96.8K | $2.2M | $2.2M | 0.93% | +20.6K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 10.6K | $2.2M | $2.9M | 1.24% | +522 | 2026-03-31 |
| 20 | TSLA | TESLA INC | 5.6K | $2.1M | $1.8M | 0.76% | +450 | 2026-03-31 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | 10.2K | $2.1M | $4.8M | 2.08% | -500 | 2026-03-31 |
| 22 | WMT | WALMART INC | 10.4K | $1.3M | $1.2M | 0.50% | -750 | 2026-03-31 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 8.3K | $1.2M | $1.0M | 0.44% | -- | 2026-03-31 |
| 24 | ITA | ISHARES TR | 5.5K | $1.2M | $1.3M | 0.57% | -350 | 2026-03-31 |
| 25 | AGG | ISHARES TR | 11.6K | $1.1M | $1.1M | 0.48% | +4 | 2026-03-31 |
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