AVONDALE WEALTH MANAGEMENT

Stock Holdings
Option Holdings
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Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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IVV
ISHARES CORE S&P 500 ETF
58,410+2,847+5.12%
Created with Highcharts 10.1.0
$293.2620.66%0.01%32,820,7802025-03-31
IJH
ISHARES CORE S&P MID-CAP ETF
270,871+15,914+6.24%
Created with Highcharts 10.1.0
$188.629.95%0.02%15,805,3402025-03-31
QQQ
INVESCO QQQ
31,780+1,479+4.88%
Created with Highcharts 10.1.0
$260.189.38%0.01%14,902,4152025-03-31
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
436,950+19,832+4.75%
Created with Highcharts 10.1.0
$23.587.12%0.00%11,312,6452025-03-31
CALF
PACER US SMALL CAP CASH COWS 100 ETF
227,969-25,500-10.06%
Created with Highcharts 10.1.0
$39.005.38%0.00%8,548,8272025-03-31
DFAT
DIMENSIONAL US TARGETED VALUE ETF
161,729+18,551+12.96%
Created with Highcharts 10.1.0
$51.755.24%0.00%8,327,4072025-03-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
83,716+4,717+5.97%
Created with Highcharts 10.1.0
$96.905.21%0.01%8,281,2152025-03-31
FSTA
FIDELITY MSCI CONSUMER STAPLES INDEX ETF
133,169+28,373+27.07%
Created with Highcharts 10.1.0
$50.644.29%0.00%6,808,9402025-03-31
BRK.A
BERKSHIRE HATHAWAY
600.00%
Created with Highcharts 10.1.0
$0.003.02%0.00%4,790,6502025-03-31
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
40,927+2,591+6.76%
Created with Highcharts 10.1.0
$109.302.87%0.00%4,562,8972025-03-31
VOO
VANGUARD 500 INDEX FUND
6,411+95+1.50%
Created with Highcharts 10.1.0
$281.672.07%0.00%3,294,6772025-03-31
AAPL
APPLE
14,337+972+7.27%
Created with Highcharts 10.1.0
$140.342.00%0.00%3,184,6782025-03-31
XLE
ENERGY SELECT SECTOR SPDR FUND
30,102+2,192+7.85%
Created with Highcharts 10.1.0
$83.201.77%0.01%2,813,0312025-03-31
DKNG
DRAFTKINGS
67,190+3,990+6.31%
Created with Highcharts 10.1.0
$24.891.40%0.01%2,231,3802025-03-31
NVDA
NVIDIA
19,930-450-2.21%
Created with Highcharts 10.1.0
$29.831.36%0.00%2,160,0132025-03-31
AMZN
AMAZON
8,325+270+3.35%
Created with Highcharts 10.1.0
$144.721.00%0.00%1,583,9152025-03-31
IJR
ISHARES CORE S&P SMALL-CAP ETF
13,915+11,474+470.05%
Created with Highcharts 10.1.0
$107.650.92%0.00%1,455,0922025-03-31
GOVT
ISHARES US TREASURY BOND ETF
60,746-1,018-1.65%
Created with Highcharts 10.1.0
$25.130.88%0.01%1,396,2422025-03-31
SOXX
ISHARES SEMICONDUCTOR ETF
7,125+4,300+152.21%
Created with Highcharts 10.1.0
$218.400.84%0.01%1,340,7112025-03-31
PLTR
PALANTIR
15,340-500-3.16%
Created with Highcharts 10.1.0
$19.430.81%0.00%1,294,6962025-03-31
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
38,439-1,672-4.17%
Created with Highcharts 10.1.0
$28.110.80%0.00%1,273,8622025-03-31
UAL
UNITED AIRLINES HOLDINGS
16,700-300-1.76%
Created with Highcharts 10.1.0
$41.580.73%0.01%1,153,1352025-03-31
AMD
ADVANCED MICRO DEVICES
10,550+3,175+43.05%
Created with Highcharts 10.1.0
$114.560.68%0.00%1,083,9072025-03-31
S
SENTINELONE
56,750+19,250+51.33%
Created with Highcharts 10.1.0
$18.710.65%0.02%1,031,7152025-03-31
TSLA
TESLA
3,946+1,165+41.89%
Created with Highcharts 10.1.0
$146.410.64%0.00%1,022,6452025-03-31
ITA
ISHARES US AEROSPACE & DEFENSE ETF
6,400-650-9.22%
Created with Highcharts 10.1.0
$141.280.62%0.02%979,8402025-03-31
WMT
WALMART
11,15000.00%
Created with Highcharts 10.1.0
$48.530.62%0.00%978,8592025-03-31
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
12,317-1,646-11.79%
Created with Highcharts 10.1.0
$33.170.53%0.00%838,3722025-03-31
KRE
SPDR(R) S&P REGIONAL BANKING(SM) ETF
13,80000.00%
Created with Highcharts 10.1.0
$43.210.49%0.02%784,5302025-03-31
XOM
EXXON MOBIL
6,24700.00%
Created with Highcharts 10.1.0
$90.700.47%0.00%742,9562025-03-31
AVUV
AVANTIS US SMALL CAP VALUE ETF
8,262+8,262
Open
Created with Highcharts 10.1.0
$93.150.45%0.00%720,1992025-03-31
VDC
VANGUARD CONSUMER STAPLES INDEX FUND
3,180+650+25.69%
Created with Highcharts 10.1.0
$207.120.44%0.01%695,8482025-03-31
SCHW
SCHWAB CHARLES
8,60000.00%
Created with Highcharts 10.1.0
$54.350.42%0.00%673,2082025-03-31
BRK.B
BERKSHIRE HATHAWAY
1,105+100+9.95%
Created with Highcharts 10.1.0
$0.000.37%0.00%588,5012025-03-31
GLD
SPDR GOLD TRUST
1,727-375-17.84%
Created with Highcharts 10.1.0
$180.730.31%0.00%497,6182025-03-31
PG
PROCTER & GAMBLE
2,450-750-23.44%
Created with Highcharts 10.1.0
$152.970.26%0.00%417,5292025-03-31
SPY
SPDR S&P 500 ETF
74200.00%
Created with Highcharts 10.1.0
$395.450.26%0.00%414,8832025-03-31
ACHR
ARCHER AVIATION
56,250+43,250+332.69%
Created with Highcharts 10.1.0
$8.600.25%0.01%399,9382025-03-31
HD
HOME DEPOT
1,05000.00%
Created with Highcharts 10.1.0
$306.580.24%0.00%384,8152025-03-31
JPM
JPMORGAN CHASE
1,37500.00%
Created with Highcharts 10.1.0
$138.800.21%0.00%337,2882025-03-31
COST
COSTCO WHOLESALE
354+21+6.31%
Created with Highcharts 10.1.0
$838.150.21%0.00%334,8062025-03-31
AZO
AUTOZONE
8500.00%
Created with Highcharts 10.1.0
$2,554.250.20%0.00%324,0862025-03-31
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
3,50000.00%
Created with Highcharts 10.1.0
$88.860.20%0.00%323,6452025-03-31
BX
BLACKSTONE
2,100+350+20.00%
Created with Highcharts 10.1.0
$102.090.18%0.00%293,5382025-03-31
PBT
PERMIAN BASIN ROYALTY TRUST
29,000+10,000+52.63%
Created with Highcharts 10.1.0
$11.350.18%0.00%287,3902025-03-31
IBIT
iShares Bitcoin Trust ETF
6,00000.00%
Created with Highcharts 10.1.0
$37.460.18%0.00%280,8602025-03-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
72500.00%
Created with Highcharts 10.1.0
$131.700.16%0.00%261,7902025-03-31
ARKB
ARK 21SHARES BITCOIN ETF
3,040+10+0.33%
Created with Highcharts 10.1.0
$65.650.16%0.00%249,8652025-03-31
PAVE
GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF
6,30800.00%
Created with Highcharts 10.1.0
$23.610.15%0.00%238,0012025-03-31
GE
GENERAL ELECTRIC
1,00000.00%
Created with Highcharts 10.1.0
$49.830.13%0.00%200,1502025-03-31