Aspireon Wealth Advisors

Aspireon Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Aspireon Wealth Advisors

Aspireon Wealth Advisors holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 39.9 $40M 108k 372.92
Ishares Tr Tips Bd Etf (TIP) 9.4 $9.5M 74k 128.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 8.4 $8.5M 54k 156.67
Spdr Ser Tr Bloomberg Brclys (JNK) 5.4 $5.5M 50k 109.56
Apple (AAPL) 4.8 $4.8M 36k 133.89
Ishares Tr Core Msci Eafe (IEFA) 4.8 $4.8M 70k 68.57
Ishares Core Msci Emkt (IEMG) 4.0 $4.0M 65k 61.54
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 3.9 $3.9M 79k 49.62
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $3.5M 38k 91.50
Vaneck Vectors Etf Tr Vietnam Etf (VNM) 1.9 $1.9M 110k 17.27
Lgi Homes (LGIH) 1.7 $1.7M 17k 106.06
Ishares Gold Trust Ishares 1.6 $1.6M 88k 18.18
Ishares Tr National Mun Etf (MUB) 1.5 $1.5M 13k 117.06
Ishares Tr Core Us Aggbd Et (AGG) 1.3 $1.4M 12k 118.26
Vanguard World Mega Grwth Ind (MGK) 1.1 $1.1M 5.6k 205.36
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 1.1 $1.1M 89k 12.37
JPMorgan Chase & Co. (JPM) 0.9 $920k 7.3k 126.03
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $890k 9.2k 96.74
Coca-Cola Company (KO) 0.8 $847k 15k 56.47
Wal-Mart Stores (WMT) 0.6 $600k 4.0k 150.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $500k 1.4k 357.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $500k 5.5k 90.91
Amazon (AMZN) 0.4 $400k 123.00 3252.03
Visa Com Cl A (V) 0.4 $375k 1.7k 220.59
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $310k 4.3k 72.94
Cadence Bancorporation Cl A 0.3 $295k 18k 16.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $253k 3.0k 84.33