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Joanne Burks

@Avondale Wealth Management

Latest period2024 - Q4ReportedManaged Assets$156.044MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CALFPacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Increased 7.17%
7.15%
$11.155M
253,469 shares@ $44.01 avg price
DFAEDimensional Emerging Core Equity Market Etf
Recent Activity
Increased 6.78%
6.79%
$10.582M
417,118 shares@ $25.38 avg price
DFATDimensional U.s. Targeted Value Etf
Recent Activity
Increased 8.01%
5.11%
$7.969M
143,178 shares@ $55.67 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Increased 7.46%
4.91%
$7.655M
78,999 shares@ $96.91 avg price
BOXXAlpha Architect 1-3 Month Box Etf
Recent Activity
Increased 379.2%
2.71%
$4.228M
38,336 shares@ $110.28 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 2.02%
2.19%
$3.403M
6,316 shares@ $538.82 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 0.87%
1.76%
$2.737M
20,380 shares@ $134.29 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 2.75%
1.14%
$1.767M
8,055 shares@ $219.39 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 2.2%
0.77%
$1.198M
15,840 shares@ $75.63 avg price
TSLATesla Motors Inc
Recent Activity
Increased 0.4%
0.72%
$1.123M
2,781 shares@ $403.84 avg price