| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PIMCO ETF TR | 20 | Q2 2024 | 51.2% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 14.7% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 7.9% |
| VANGUARD WHITEHALL FDS INC | 20 | Q2 2024 | 5.4% |
| VANGUARD BD INDEX FDS | 20 | Q2 2024 | 10.5% |
| VANGUARD INDEX FDS | 20 | Q2 2024 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q2 2024 | 3.8% |
| BANK NEW YORK MELLON CORP | 20 | Q2 2024 | 3.9% |
| HALLIBURTON CO | 20 | Q2 2024 | 2.8% |
| KINDER MORGAN INC DEL | 20 | Q2 2024 | 2.1% |
View Avion Wealth's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-26 |
| N-PX | 2024-07-26 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-11 |
View Avion Wealth's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.