ASPIREON WEALTH ADVISORS 13F Holdings

CIK 02821068 · SAN ANTONIO, TX

As of Mar 31, 2023, ASPIREON WEALTH ADVISORS reported 37 positions worth 83.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—88,670$36.5K19.87%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—247,527$26.3K14.35%
ISHARES RUSSELL 1000 ETFIWB—69,327 5.6K8.51%
ISHARES TIPS BOND ETFTIP—94,355 0.4K5.67%
ISHARES GOLD TRUSTIAU—267,968 0.0K5.46%
VANGUARD 500 INDEX FUNDVOO—21,216$8.0K4.35%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—96,551$7.3K3.98%
APPLE INCAAPLTechnology39,274$6.5K3.53%
ISHARES CORE MSCI EAFE ETFIEFA—91,065$6.1K3.32%
INVESCO S&P 500 PURE VALUE ETFRPV—78,326$5.9K3.24%
KRANESHARES CSI CHINA INTERNET ETFKWEB—180,805$5.6K3.07%
ISHARES S&P GSCI COMMODITY-INDEXED TRUSTGSG—266,498$5.4K2.92%
VANGUARD TAX-MANAGED FUNDSVEA—106,215$4.8K2.62%
DIREXION SHS ETF TRTMF—516,285$4.6K2.50%
ISHARES GLOBAL CLEAN ENERGY ETFICLN—199,673$4.0K2.15%
ISHARES CORE HIGH DIVIDEND ETFHDV—37,874$3.9K2.10%
ISHARES CORE S&P SMALL-CAP ETFIJR—26,078$2.5K1.37%
GLOBAL X FDSFINX—101,587$2.1K1.15%
FTAI AVIATION LTDFTAIIndustrials71,205$2.0K1.09%
VANECK ETF TRUSTVNM—159,741 .9K1.06%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—38,583 .9K1.03%
FTAI INFRASTRUCTURE INCFIPIndustrials596,798 .8K0.98%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—29,587 .2K0.65%
CULLEN/FROST BANKERS INCCFRFinancial Services10,500 .1K0.60%
ISHARES CORE US AGGREGATE BOND ETFAGG—10,296 .0K0.56%