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Clint Walkner

@Walkner Condon Financial Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$490.105MTotal holdings265
Assets growth rate5.76%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Walkner Condon Financial Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Walkner Condon Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 490.105M in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Clint Walkner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Increased 2.15%
1.25%
$6.087M
25,663 shares@ $237.21 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -41.42%
1.21%
$5.906M
119,536 shares@ $49.41 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 12.02%
1.12%
$5.488M
108,460 shares@ $50.6 avg price
BUFDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -22.14%
1.1%
$5.377M
214,738 shares@ $25.05 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.26%
1.09%
$5.336M
111,508 shares@ $47.86 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.26%
1.03%
$5.003M
98,599 shares@ $50.74 avg price
BWZSpdr Ser Tr
Recent Activity
Increased 3.75%
1.01%
$4.95M
179,728 shares@ $27.54 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Increased 5.35%
0.92%
$4.498M
61,269 shares@ $73.43 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 10.81%
0.91%
$4.441M
85,198 shares@ $52.14 avg price
IJHIshares Tr
Recent Activity
Increased 70.29%
0.85%
$4.16M
66,755 shares@ $62.32 avg price