Avion Wealth
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $65.3K | 13.7% |
| VANGUARD TAX-MANAGED FDS | $59.5K | 12.5% |
| VANGUARD INDEX FDS | $43.8K | 9.2% |
| VANGUARD INDEX FDS | $28.9K | 6.1% |
| VANGUARD INTL EQUITY INDEX F | $27.2K | 5.7% |
| VANGUARD CHARLOTTE FDS | $25.8K | 5.4% |
| VANGUARD WHITEHALL FDS | $24.7K | 5.2% |
| VANGUARD INDEX FDS | $20.3K | 4.2% |
| VANGUARD INDEX FDS | $17.6K | 3.7% |
| VANGUARD INDEX FDS | $13.0K | 2.7% |
| VANGUARD INDEX FDS | $11.4K | 2.4% |
| DIMENSIONAL ETF TRUST | $11.0K | 2.3% |
| VANGUARD INDEX FDS | $8.7K | 1.8% |
| PIMCO ETF TR | $8.2K | 1.7% |
| ISHARES TR | $7.2K | 1.5% |
| NVIDIA Corp | $5.6K | 1.2% |
| SPDR GOLD TR | $5.2K | 1.1% |
| Apple Inc. | $5.2K | 1.1% |
| SERVICE CORP INTERNATIONAL | $3.6K | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $3.0K | 0.6% |
| KINDER MORGAN, INC. | $2.9K | 0.6% |
| Warren E. Buffett | $2.8K | 0.6% |
| The Boeing Company | $2.8K | 0.6% |
| Tesla Inc | $2.8K | 0.6% |
| VANGUARD BD INDEX FDS | $2.6K | 0.5% |
| Amazon.com Inc | $2.6K | 0.5% |
| VANGUARD WORLD FD | $2.3K | 0.5% |
| MICROSOFT CORP | $2.3K | 0.5% |
| HALLIBURTON CO | $2.2K | 0.5% |
| EXXON MOBIL CORP | $2.2K | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.9K | 0.4% |
| ISHARES TR | $1.7K | 0.4% |
| ISHARES TR | $1.6K | 0.3% |
| Alphabet Inc. | $1.4K | 0.3% |
| SCHWAB STRATEGIC TR | $1.4K | 0.3% |
| VANGUARD ADMIRAL FDS INC | $1.3K | 0.3% |
| ISHARES TR | $1.1K | 0.2% |
| VANGUARD BD INDEX FDS | $1.1K | 0.2% |
| ISHARES TR | $1.0K | 0.2% |
| Meta Platforms Inc | $856 | 0.2% |
| ELI LILLY & Co | $800 | 0.2% |
| VANGUARD MALVERN FDS | $784 | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $710 | 0.1% |
| United Airlines Holdings Inc | $698 | 0.1% |
| INVESCO EXCH TRADED FD TR II | $692 | 0.1% |
| Broadcom Inc. | $682 | 0.1% |
| CHEVRON CORP | $630 | 0.1% |
| Walmart Inc. | $596 | 0.1% |
| INVESCO QQQ TR | $589 | 0.1% |
| Energy Transfer LPET | $584 | 0.1% |