Joanne Burks

@Avondale Wealth Management

Latest period2024 - Q4

Reported8d ago

Managed Assets$156.044M

Total holdings112

Assets growth rate1.41%

Assets growth rate (2-Q avg)3.28%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avondale Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Avondale Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.044M in assets, with a quarterly growth rate of 1.41% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Joanne Burks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IVVIshares S&p 500 Index Recent Activity Decreased -3.72%	20.97%	$32.709M 55,563 shares@ $588.68 avg price	Decreased -3.72%
IJHIshares Core S&p Mid Cap Etf Recent Activity Decreased -1.85%	10.19%	$15.886M 254,957 shares@ $62.31 avg price	Decreased -1.85%
QQQInvesco Qqq Trust Series I Recent Activity Decreased -0.87%	9.93%	$15.491M 30,301 shares@ $511.24 avg price	Decreased -0.87%
CALFPacer Us Small Cap Cash Cows 100 Etf Recent Activity Increased 7.17%	7.15%	$11.155M 253,469 shares@ $44.01 avg price	Increased 7.17%
DFAEDimensional Emerging Core Equity Market Etf Recent Activity Increased 6.78%	6.79%	$10.582M 417,118 shares@ $25.38 avg price	Increased 6.78%
DFATDimensional U.s. Targeted Value Etf Recent Activity Increased 8.01%	5.11%	$7.969M 143,178 shares@ $55.67 avg price	Increased 8.01%
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Increased 7.46%	4.91%	$7.655M 78,999 shares@ $96.91 avg price	Increased 7.46%
FSTAFidelity Msci Consumer Staples Index Etf Recent Activity New Position	3.32%	$5.18M 104,796 shares@ $49.44 avg price	New Position
BOXXAlpha Architect 1-3 Month Box Etf Recent Activity Increased 379.2%	2.71%	$4.228M 38,336 shares@ $110.28 avg price	Increased 379.2%
BRK.ABerkshire Hathaway Inc Del Cl A Recent Activity	2.62%	$4.086M 6 shares@ $680920.0 avg price