0001719203-21-000005.txt : 20210419 0001719203-21-000005.hdr.sgml : 20210419 20210419172225 ACCESSION NUMBER: 0001719203-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210419 EFFECTIVENESS DATE: 20210419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ASPIREON WEALTH ADVISORS CENTRAL INDEX KEY: 0001719203 IRS NUMBER: 270154010 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21068 FILM NUMBER: 21835497 BUSINESS ADDRESS: STREET 1: 1900 NW LOOP 410 CITY: SAN ANTONIO STATE: TX ZIP: 78213 BUSINESS PHONE: 2104248703 MAIL ADDRESS: STREET 1: 1900 NW LOOP 410 CITY: SAN ANTONIO STATE: TX ZIP: 78213 FORMER COMPANY: FORMER CONFORMED NAME: BANK OF SAN ANTONIO WEALTH ADVISORS DATE OF NAME CHANGE: 20171011 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001719203 XXXXXXXX 03-31-2021 03-31-2021 ASPIREON WEALTH ADVISORS
1900 NW LOOP 410 SAN ANTONIO TX 78213
13F HOLDINGS REPORT 028-21068 N
Cynthia Michael Managing Director 2104248703 Cynthia Michael San Antonio TX 04-19-2021 0 33 116284 true
INFORMATION TABLE 2 EDGAR13FQ2.xml AMAZON COM INC COM 023135106 380 123 SH SOLE 0 0 123 APPLE INC COM 037833100 4400 36000 SH SOLE 0 0 36000 ARK ETF TR INNOVATION ETF 00214Q104 1200 994 SH SOLE 0 0 994 BROADMARK RLTY CAP INC COM 11135B100 985 94000 SH SOLE 0 0 94000 CAMBRIA ETF TR GBL REAL EST ETF 132061813 4800 163000 SH SOLE 0 0 163000 COCA COLA CO COM 191216100 720 14000 SH SOLE 0 0 14000 FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1000 35000 SH SOLE 0 0 35000 GLOBAL X FDS FINTECH ETF 37954Y814 4400 100000 SH SOLE 0 0 100000 GLOBAL X FDS US INFR DEV ETF 37954Y673 188 75000 SH SOLE 0 0 75000 INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 4500 70000 SH SOLE 0 0 70000 ISHARES GOLD TR ISHARES 464285105 1600 97000 SH SOLE 0 0 97000 ISHARES INC CORE MSCI EMKT 46434G103 4000 64000 SH SOLE 0 0 64000 ISHARES INC MSCI GBL GOLD MN 46434G855 2000 71000 SH SOLE 0 0 71000 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 390 280000 SH SOLE 0 0 280000 ISHARES TR CORE US AGGBD ET 464287226 1200 10000 SH SOLE 0 0 10000 ISHARES TR GL CLEAN ENE ETF 464288224 1300 55000 SH SOLE 0 0 55000 ISHARES TR CORE MSCI EAFE 46432F842 3300 45000 SH SOLE 0 0 45000 ISHARES TR CORE S&P SCP ETF 464287804 400 38000 SH SOLE 0 0 38000 ISHARES TR CORE S&P500 ETF 464287200 39000 100000 SH SOLE 0 0 100000 ISHARES TR NATIONAL MUN ETF 464288414 1500 13000 SH SOLE 0 0 13000 ISHARES TR PFD AND INCM SEC 464288687 1500 40000 SH SOLE 0 0 40000 ISHARES TR TIPS BD ETF 464287176 11000 87000 SH SOLE 0 0 87000 ISHARES TR 20 YR TR BD ETF 464287432 7000 52000 SH SOLE 0 0 52000 JPMORGAN CHASE &CO COM 46625H100 1200 7500 SH SOLE 0 0 7500 KRANESHARES TR CSI CHI INTERNET 500767306 3000 39000 SH SOLE 0 0 39000 SPDR SER TR BLOOMBERG BRCLYS 78468R622 900 83000 SH SOLE 0 0 83000 VANECK VECTORS ETF TR VIETNAM ETF 92189F817 1950 108000 SH SOLE 0 0 108000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 300 800 SH SOLE 0 0 800 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 5000 60000 SH SOLE 0 0 60000 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4500 4500 SH SOLE 0 0 4500 VISA INC COM CL A 92826C839 360 1700 SH SOLE 0 0 1700 WALMART COM 931142103 561 600 SH SOLE 0 0 600 LGI HOMES COM 50187T106 1750 16500 SH SOLE 0 0 16500