0001738720-21-000004.txt : 20210713 0001738720-21-000004.hdr.sgml : 20210713 20210713091431 ACCESSION NUMBER: 0001738720-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210713 DATE AS OF CHANGE: 20210713 EFFECTIVENESS DATE: 20210713 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: 211086906 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 06-30-2021 06-30-2021 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 07-13-2021 0 104 106996 false INFORMATION TABLE 2 Avondale20210630.xml AMAZON.COM INC Stock 023135106 812 236 SH SOLE 0 236 0 0 SIRIUS XM RADIO INC Stock 82968B103 13 2034 SH SOLE 0 2034 0 0 INVESCO QQQ TRUST ETF 46090E103 10043 28336 SH SOLE 0 28335 0 0 STARBUCKS CORP Stock 855244109 34 300 SH SOLE 0 300 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 418 1875 SH SOLE 0 1875 0 0 THOMSON REUTERS CORP. COM NEW Stock 884903709 21 207 SH SOLE 0 207 0 0 COSTCO WHOLESALE CORP Stock 22160K105 199 504 SH SOLE 0 504 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 55 1000 SH SOLE 0 1000 0 0 YUM! BRANDS INC Stock 988498101 230 2001 SH SOLE 0 2001 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 344 2550 SH SOLE 0 2550 0 0 COCA COLA CO COM Stock 191216100 243 4500 SH SOLE 0 4500 0 0 ENTERPRISE PRODS PARTNERS L P Stock 293792107 128 5290 SH SOLE 0 5290 0 0 PPG INDS INC COM Stock 693506107 19 110 SH SOLE 0 110 0 0 NETFLIX INC COM Stock 64110L106 424 803 SH SOLE 0 803 0 0 ISHARES DOW JONES U.S. ETF ETF 464287846 1382 12797 SH SOLE 0 12797 0 0 PACCAR INC COM Stock 693718108 26 289 SH SOLE 0 289 0 0 AMPLIFY ONLINE RETAIL ETF ETF 032108102 1649 12717 SH SOLE 0 12716 0 0 SPDR S&P 500 ETF ETF 78462F103 128 300 SH SOLE 0 300 0 0 MASTERCARD INC Stock 57636Q104 55 150 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 25 240 SH SOLE 0 240 0 0 PEPSICO INC COM Stock 713448108 0 1 SH SOLE 0 1 0 0 GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 776 30117 SH SOLE 0 30117 0 0 HONEYWELL INTL INC Stock 438516106 19 85 SH SOLE 0 85 0 0 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 74 400 SH SOLE 0 400 0 0 HOME DEPOT Stock 437076102 430 1349 SH SOLE 0 1349 0 0 SPDR GOLD ETF ETF 78463V107 2073 12518 SH SOLE 0 12518 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF ETF 67092P870 52 2000 SH SOLE 0 2000 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 566 2084 SH SOLE 0 2084 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 304 6000 SH SOLE 0 6000 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 1803 15954 SH SOLE 0 15954 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 153 550 SH SOLE 0 550 0 0 DROPBOX INC CL A Stock 26210C104 758 25000 SH SOLE 0 25000 0 0 COMCAST CORP NEW CL A Stock 20030N101 25 436 SH SOLE 0 436 0 0 MICROSOFT Stock 594918104 125 460 SH SOLE 0 460 0 0 DOCUSIGN INC COM Stock 256163106 65 234 SH SOLE 0 234 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 2093 5 SH SOLE 0 5 0 0 BOEING CO COM Stock 097023105 1088 4540 SH SOLE 0 4540 0 0 TESLA MOTORS INC Stock 88160R101 816 1200 SH SOLE 0 1200 0 0 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SOLE 0 1240 0 0 ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100 58 5420 SH SOLE 0 5420 0 0 VISA INC COM CL A Stock 92826C839 69 294 SH SOLE 0 294 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 38 132 SH SOLE 0 132 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 7543 283582 SH SOLE 0 283581 0 0 AMERICAN AIRLS GROUP INC COM Stock 02376R102 207 9750 SH SOLE 0 9750 0 0 SERVICENOW INC COM Stock 81762P102 44 80 SH SOLE 0 80 0 0 DIAMONDBACK ENERGY INC COM Stock 25278X109 3 35 SH SOLE 0 35 0 0 MAGNA INTL INC COM Stock 559222401 167 1800 SH SOLE 0 1800 0 0 ABBVIE INC COM Stock 00287Y109 5 40 SH SOLE 0 40 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 8041 120026 SH SOLE 0 120025 0 0 ZOETIS INC CL A Stock 98978V103 20 110 SH SOLE 0 110 0 0 CISCO SYS INC Stock 17275R102 34 633 SH SOLE 0 633 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 113 1200 SH SOLE 0 1200 0 0 AT&T INC COM Stock 00206R102 245 8500 SH SOLE 0 8500 0 0 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 9016 55093 SH SOLE 0 55092 0 0 LULULEMON ATHLETICA INC Stock 550021109 157 430 SH SOLE 0 430 0 0 ISHARES S&P 500 INDEX ETF 464287200 22158 51539 SH SOLE 0 51539 0 0 UNION PAC CORP COM Stock 907818108 32 144 SH SOLE 0 144 0 0 SALESFORCE COM Stock 79466L302 20 80 SH SOLE 0 80 0 0 SPDR EURO STOXX 50 ETF ETF 78463X202 47 1000 SH SOLE 0 1000 0 0 REPUBLIC SERVICES INC Stock 760759100 25 227 SH SOLE 0 227 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 59 117 SH SOLE 0 117 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 700 4500 SH SOLE 0 4500 0 0 ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 586 5000 SH SOLE 0 5000 0 0 WALMART INC COM Stock 931142103 357 2530 SH SOLE 0 2530 0 0 TEXAS INSTRS INC COM Stock 882508104 65 340 SH SOLE 0 340 0 0 TARGET CORP COM Stock 87612E106 363 1500 SH SOLE 0 1500 0 0 PFIZER INC COM Stock 717081103 20 500 SH SOLE 0 500 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 25 10 SH SOLE 0 10 0 0 APPLIED MATLS INC COM Stock 038222105 133 931 SH SOLE 0 930 0 0 VANGUARD 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33349 SH SOLE 0 33348 0 0 ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND ETF 464288224 69 2950 SH SOLE 0 2950 0 0 APPLE INC Stock 037833100 1224 8934 SH SOLE 0 8934 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR ADR 37733W105 10 248 SH SOLE 0 248 0 0 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 34 2518 SH SOLE 0 2518 0 0 DISNEY WALT CO COM Stock 254687106 488 2776 SH SOLE 0 2776 0 0 FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND ETF 315912808 2037 36150 SH SOLE 0 36149 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 360 2271 SH SOLE 0 2271 0 0