Avion Wealth

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    the woodlands, TX
  • CIK
    0001792704
  • Alternate names
    Efficient Wealth Management LLC
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

967

$390.00K
VUSB, VEA, VOO, BNDX
13F-HR
Jan 29, 2025
000190715725000003

1,313

$383.00K
VEA, VUSB, VOO, BNDX
13F-HR
Oct 18, 2024
000179270424000013

1,229

$363.00K
VEA, VUSB, VOO, BNDX
13F-HR
Jul 26, 2024
000190696724000006

1,150

$373.00K
VEA, VUSB, VOO, BNDX
13F-HR
May 3, 2024
000179270424000001

1,124

$357.00K
VUSB, VEA, VOO, BNDX
13F-HR
Jan 26, 2024
000200449524000002

1,227

$351.00K
VUSB, VEA, VOO, BNDX
13F-HR
Oct 20, 2023
000179270423000009

995

$382.00K
VUSB, VEA, VOO, VTIP
13F-HR
Jul 14, 2023
000179270423000003

811

$367.00K
VUSB, VEA, VOO, VTIP
13F-HR
May 5, 2023
000179270423000002

560

$322.00K
VEA, MINT, VUSB, VTIP
13F-HR
Jan 30, 2023
000179270423000001

559

$321.61M
VEA, MINT, VUSB, VTIP
13F-HR
Oct 31, 2022
000179270422000004

557

$322.29M
VEA, MINT, VTIP, VOO
13F-HR
Aug 11, 2022
000179270422000002

420

$347.52M
MINT, VEA, VOO, VTIP
13F-HR
May 4, 2022
000078404522000004

427

$353.57M
MINT, VOO, VEA, BNDX
13F-HR
Jan 26, 2022
000179270422000001

411

$329.67M
MINT, VOO, VEA, BNDX
13F-HR
Nov 1, 2021
000179270421000004

399

$328.28M
MINT, VOO, AGG, VEA
13F-HR
Jul 27, 2021
000179270421000003

358

$286.24M
MINT, VOO, AGG, BNDX
13F-HR
May 6, 2021
000179270421000002

360

$317.95M
VOO, MINT, AGG, SHV
13F-HR
Jan 26, 2021
000179270421000001

305

$297.39M
SHV, VGSH, AGG, VOO
13F-HR
Oct 30, 2020
000078404520000005

279

$287.38M
SHV, VGSH, AGG, MINT
13F-HR
Jul 29, 2020
000179270420000003

315

$233.68M
MINT, SHV, VGSH, BSV
13F-HR
Apr 8, 2020
000179270420000002

47

$111.77M
MINT, VTI, VYM, VNQ
13F-HR
Jan 29, 2020
000179270420000001

43

$104.72M
MINT, VTI, VNQ, VYM
13F-HR
Oct 31, 2019
000179270419000001