0001738720-21-000002.txt : 20210115 0001738720-21-000002.hdr.sgml : 20210115 20210115121420 ACCESSION NUMBER: 0001738720-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210115 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Avondale Wealth Management CENTRAL INDEX KEY: 0001738720 IRS NUMBER: 272102913 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18730 FILM NUMBER: 21531028 BUSINESS ADDRESS: STREET 1: 4101 PARKSTONE HEIGHTS DR. # 250 CITY: AUSTIN STATE: TX ZIP: 78746 BUSINESS PHONE: 5125058148 MAIL ADDRESS: STREET 1: 4101 PARKSTONE HEIGHTS DR. # 250 CITY: AUSTIN STATE: TX ZIP: 78746 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001738720 XXXXXXXX 12-31-2020 12-31-2020 Avondale Wealth Management

4101 PARKSTONE HEIGHTS DR. # 250 AUSTIN TX 78746

13F HOLDINGS REPORT 028-18730 N Joanne Burks 512-505-8148 Joanne Burks Austin TX 01-15-2021 0 103 86262 false INFORMATION TABLE 2 Avondale123120.xml AMAZON.COM INC Stock 023135106 322 99 SH SOLE 0 99 0 0 SIRIUS XM RADIO INC Stock 82968B103 13 2034 SH SOLE 0 2034 0 0 INVESCO QQQ TRUST ETF 46090E103 9586 30555 SH SOLE 0 30554 0 0 STARBUCKS CORP Stock 855244109 32 300 SH SOLE 0 300 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 365 1875 SH SOLE 0 1875 0 0 THOMSON REUTERS CORP. COM NEW Stock 884903709 17 207 SH SOLE 0 207 0 0 COSTCO WHOLESALE CORP Stock 22160K105 39 104 SH SOLE 0 104 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 52 1000 SH SOLE 0 1000 0 0 YUM! BRANDS INC Stock 988498101 0 1 SH SOLE 0 1 0 0 ENTERPRISE PRODS PARTNERS L P Stock 293792107 104 5290 SH SOLE 0 5290 0 0 PPG INDS INC COM Stock 693506107 58 400 SH SOLE 0 400 0 0 NETFLIX INC COM Stock 64110L106 67 123 SH SOLE 0 123 0 0 PACCAR INC COM Stock 693718108 25 289 SH SOLE 0 289 0 0 AMPLIFY ONLINE RETAIL ETF ETF 032108102 1085 9489 SH SOLE 0 9489 0 0 SPDR S&P 500 ETF ETF 78462F103 112 300 SH SOLE 0 300 0 0 MASTERCARD INC Stock 57636Q104 54 150 SH SOLE 0 150 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 0 1 SH SOLE 0 1 0 0 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 22 240 SH SOLE 0 240 0 0 PEPSICO INC COM Stock 713448108 0 1 SH SOLE 0 1 0 0 HONEYWELL INTL INC Stock 438516106 18 85 SH SOLE 0 85 0 0 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 58 400 SH SOLE 0 400 0 0 HOME DEPOT Stock 437076102 93 349 SH SOLE 0 349 0 0 SPDR GOLD ETF ETF 78463V107 752 4218 SH SOLE 0 4218 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 503 2084 SH SOLE 0 2084 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 305 6000 SH SOLE 0 6000 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 256 2789 SH SOLE 0 2789 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 35 150 SH SOLE 0 150 0 0 DROPBOX INC CL A Stock 26210C104 555 25000 SH SOLE 0 25000 0 0 COMCAST CORP NEW CL A Stock 20030N101 23 436 SH SOLE 0 436 0 0 MICROSOFT Stock 594918104 115 516 SH SOLE 0 516 0 0 DOCUSIGN INC COM Stock 256163106 52 234 SH SOLE 0 234 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1391 4 SH SOLE 0 4 0 0 BOEING CO COM Stock 097023105 629 2940 SH SOLE 0 2940 0 0 TESLA MOTORS INC Stock 88160R101 776 1100 SH SOLE 0 1100 0 0 MODERNA INC COM Stock 60770K107 21 200 SH SOLE 0 200 0 0 OGE ENERGY CORP COM Stock 670837103 102 3200 SH SOLE 0 3200 0 0 ISHARES TR MSCI NEW ZEALAND INVESTABLE MKT INDEX FD ETF 464289123 204 3000 SH SOLE 0 3000 0 0 VANGUARD CONSUMER STAPLES INDEX FUND ETF 92204A207 540 3107 SH SOLE 0 3107 0 0 PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND ETF 72201R866 701 12350 SH SOLE 0 12350 0 0 PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND ETF 72201R882 1 6 SH SOLE 0 6 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 236 700 SH SOLE 0 700 0 0 VANGUARD S&P 500 ETF ETF 922908363 2418 7034 SH SOLE 0 7034 0 0 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 58 276 SH SOLE 0 276 0 0 PRICELINE.COM INC Stock 09857L108 11 5 SH SOLE 0 5 0 0 PELOTON INTERACTIVE INC CL A COM Stock 70614W100 26 173 SH SOLE 0 173 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 68 742 SH SOLE 0 742 0 0 GABELLI DIVID & INCOME TR COM CEF 36242H104 47 2184 SH SOLE 0 2184 0 0 AMERICAN ELEC PWR CO INC COM Stock 025537101 42 500 SH SOLE 0 500 0 0 BIGCOMMERCE HLDGS INC COM SER 1 Stock 08975P108 20 312 SH SOLE 0 312 0 0 ERICSSON ADR B SEK 10 ADR 294821608 20 1673 SH SOLE 0 1673 0 0 GOODRX HLDGS INC COM CL A Stock 38246G108 65 1623 SH SOLE 0 1623 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Stock 559080106 53 1240 SH SOLE 0 1240 0 0 VIATRIS INC COM Stock 92556V106 2 89 SH SOLE 0 89 0 0 ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100 33 5420 SH SOLE 0 5420 0 0 CANOO INC COM CL A Stock 13803R102 32 2319 SH SOLE 0 2319 0 0 VISA INC COM CL A Stock 92826C839 64 294 SH SOLE 0 294 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 33 132 SH SOLE 0 132 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 7665 281383 SH SOLE 0 281382 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 25 110 SH SOLE 0 110 0 0 SERVICENOW INC COM Stock 81762P102 44 80 SH SOLE 0 80 0 0 DIAMONDBACK ENERGY INC COM Stock 25278X109 2 35 SH SOLE 0 35 0 0 ABBVIE INC COM Stock 00287Y109 4 40 SH SOLE 0 40 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 7239 116687 SH SOLE 0 116686 0 0 ZOETIS INC CL A Stock 98978V103 18 110 SH SOLE 0 110 0 0 CISCO SYS INC Stock 17275R102 28 633 SH SOLE 0 633 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 9 100 SH SOLE 0 100 0 0 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 7966 52584 SH SOLE 0 52584 0 0 GENERAL ELECTRIC CO COM Stock 369604103 16 1500 SH SOLE 0 1500 0 0 LULULEMON ATHLETICA INC Stock 550021109 23 65 SH SOLE 0 65 0 0 ISHARES S&P 500 INDEX ETF 464287200 19331 51495 SH SOLE 0 51494 0 0 ONEOK INC NEW COM Stock 682680103 46 1197 SH SOLE 0 1197 0 0 UNION PAC CORP COM Stock 907818108 30 144 SH SOLE 0 144 0 0 SALESFORCE COM Stock 79466L302 18 80 SH SOLE 0 80 0 0 SPDR EURO STOXX 50 ETF ETF 78463X202 42 1000 SH SOLE 0 1000 0 0 REPUBLIC SERVICES INC Stock 760759100 22 227 SH SOLE 0 227 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 54 117 SH SOLE 0 117 0 0 LOCKHEED MARTIN CORP Stock 539830109 10 28 SH SOLE 0 28 0 0 ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 352 3000 SH SOLE 0 3000 0 0 TEXAS INSTRS INC COM Stock 882508104 56 340 SH SOLE 0 340 0 0 PFIZER INC COM Stock 717081103 63 1710 SH SOLE 0 1710 0 0 ISHARES IBOXX CORPORATE BOND ETF ETF 464287242 65 470 SH SOLE 0 470 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 18 10 SH SOLE 0 10 0 0 APPLIED MATLS INC COM Stock 038222105 80 931 SH SOLE 0 930 0 0 SPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF ETF 78468R556 146 2500 SH SOLE 0 2500 0 0 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 73 517 SH SOLE 0 517 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 293 2475 SH SOLE 0 2475 0 0 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 8715 55250 SH SOLE 0 55249 0 0 ALLIANT ENERGY CORP COM Stock 018802108 77 1500 SH SOLE 0 1500 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 41 267 SH SOLE 0 267 0 0 EXXON MOBIL CORP COM Stock 30231G102 90 2174 SH SOLE 0 2174 0 0 ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF ETF 00214Q203 21 275 SH SOLE 0 275 0 0 ARK INNOVATION ETF ETF 00214Q104 19 150 SH SOLE 0 150 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 11 240 SH SOLE 0 240 0 0 SHOPIFY INC CL A Stock 82509L107 80 71 SH SOLE 0 71 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 35 150 SH SOLE 0 150 0 0 AUTOZONE INC COM Stock 053332102 24 20 SH SOLE 0 20 0 0 BLACKROCK INC COM Stock 09247X101 11 15 SH SOLE 0 15 0 0 ISHARES CORE S&P MID CAP ETF ETF 464287507 7595 33045 SH SOLE 0 33045 0 0 APPLE INC Stock 037833100 847 6384 SH SOLE 0 6384 0 0 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 32 2518 SH SOLE 0 2518 0 0 DISNEY WALT CO COM Stock 254687106 74 409 SH SOLE 0 409 0 0 FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND ETF 315912808 2233 4452 SH SOLE 0 4452 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 311 2271 SH SOLE 0 2271 0 0