0001738720-22-000001.txt : 20220111 0001738720-22-000001.hdr.sgml : 20220111 20220111082954 ACCESSION NUMBER: 0001738720-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220111 DATE AS OF CHANGE: 20220111 EFFECTIVENESS DATE: 20220111 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: 22522803 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 12-31-2021 12-31-2021 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 01-11-2022 0 102 98792 false INFORMATION TABLE 2 13FAvondale20211231.xml AMAZON.COM INC Stock 023135106 1020 306 SH SOLE 0 306 0 0 SIRIUS XM RADIO INC Stock 82968B103 13 2034 SH SOLE 0 2034 0 0 INVESCO QQQ TRUST ETF 46090E103 9530 23954 SH SOLE 0 23954 0 0 STARBUCKS CORP Stock 855244109 35 300 SH SOLE 0 300 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 453 1875 SH SOLE 0 1875 0 0 COSTCO WHOLESALE CORP Stock 22160K105 286 504 SH SOLE 0 504 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 49 1000 SH SOLE 0 1000 0 0 YUM! BRANDS INC Stock 988498101 104 750 SH SOLE 0 750 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 417 2550 SH SOLE 0 2550 0 0 COCA COLA CO COM Stock 191216100 355 6000 SH SOLE 0 6000 0 0 ENTERPRISE PRODS PARTNERS L P Stock 293792107 116 5290 SH SOLE 0 5290 0 0 BIOGEN IDEC INC Stock 09062X103 26 110 SH SOLE 0 110 0 0 NETFLIX INC COM Stock 64110L106 137 228 SH SOLE 0 228 0 0 ISHARES DOW JONES U.S. ETF ETF 464287846 1228 10424 SH SOLE 0 10423 0 0 AMPLIFY ONLINE RETAIL ETF ETF 032108102 247 2802 SH SOLE 0 2801 0 0 SPDR S&P 500 ETF ETF 78462F103 142 300 SH SOLE 0 300 0 0 MASTERCARD INC Stock 57636Q104 54 150 SH SOLE 0 150 0 0 GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF ETF 37954Y673 754 26178 SH SOLE 0 26178 0 0 HONEYWELL INTL INC Stock 438516106 18 85 SH SOLE 0 85 0 0 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 40 200 SH SOLE 0 200 0 0 BP PLC SPONSORED ADR ADR 055622104 66 2465 SH SOLE 0 2465 0 0 HOME DEPOT Stock 437076102 435 1049 SH SOLE 0 1049 0 0 SPDR GOLD ETF ETF 78463V107 1615 9444 SH SOLE 0 9444 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF ETF 67092P870 51 2000 SH SOLE 0 2000 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 438 1434 SH SOLE 0 1434 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 303 6000 SH SOLE 0 6000 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 768 6707 SH SOLE 0 6707 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 239 800 SH SOLE 0 800 0 0 DROPBOX INC CL A Stock 26210C104 74 3000 SH SOLE 0 3000 0 0 NEWMONT CORP COM Stock 651639106 28 450 SH SOLE 0 450 0 0 MICROSOFT Stock 594918104 523 1556 SH SOLE 0 1556 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 1803 4 SH SOLE 0 4 0 0 BOEING CO COM Stock 097023105 306 1520 SH SOLE 0 1520 0 0 TESLA MOTORS INC Stock 88160R101 528 500 SH SOLE 0 500 0 0 MODERNA INC COM Stock 60770K107 168 660 SH SOLE 0 660 0 0 VANGUARD CONSUMER STAPLES INDEX FUND ETF 92204A207 688 3442 SH SOLE 0 3442 0 0 ARK FINTECH INNOVATION ETF ETF 00214Q708 18 430 SH SOLE 0 430 0 0 PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND ETF 72201R866 694 12350 SH SOLE 0 12350 0 0 PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND ETF 72201R882 3 20 SH SOLE 0 20 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A Stock 98980L101 421 2291 SH SOLE 0 2291 0 0 VANGUARD S&P 500 ETF ETF 922908363 2940 6735 SH SOLE 0 6735 0 0 HUNTINGTON BANCSHARES INC COM Stock 446150104 26 1700 SH SOLE 0 1700 0 0 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 60 295 SH SOLE 0 295 0 0 PELOTON INTERACTIVE INC CL A COM Stock 70614W100 4 100 SH SOLE 0 100 0 0 DRAFTKINGS INC COM CL A Stock 26142R104 14 500 SH SOLE 0 500 0 0 GABELLI DIVID & INCOME TR COM CEF 36242H104 59 2184 SH SOLE 0 2184 0 0 GOODRX HLDGS INC COM CL A Stock 38246G108 33 995 SH SOLE 0 995 0 0 PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 114 6250 SH SOLE 0 6250 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP Stock 559080106 58 1240 SH SOLE 0 1240 0 0 ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 29273V100 45 5420 SH SOLE 0 5420 0 0 REE AUTOMOTIVE LTD CLASS A ORD SHS Stock M8287R103 6 1000 SH SOLE 0 1000 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 42 132 SH SOLE 0 132 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 8126 304591 SH SOLE 0 304591 0 0 AMERICAN AIRLS GROUP INC COM Stock 02376R102 356 19800 SH SOLE 0 19800 0 0 SERVICENOW INC COM Stock 81762P102 52 80 SH SOLE 0 80 0 0 PACKAGING CORP AMER COM Stock 695156109 26 190 SH SOLE 0 190 0 0 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 78 444 SH SOLE 0 444 0 0 DIAMONDBACK ENERGY INC COM Stock 25278X109 4 35 SH SOLE 0 35 0 0 MAGNA INTL INC COM Stock 559222401 429 5300 SH SOLE 0 5300 0 0 NVIDIA CORPORATION COM Stock 67066G104 6 20 SH SOLE 0 20 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 8321 139014 SH SOLE 0 139013 0 0 INVESCO LTD SHS Stock G491BT108 24 1050 SH SOLE 0 1050 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 173 1200 SH SOLE 0 1200 0 0 VANECK JUNIOR GOLD MINERS ETF ETF 92189F791 1 13 SH SOLE 0 13 0 0 AT&T INC COM Stock 00206R102 27 1100 SH SOLE 0 1100 0 0 ISHARES NASDAQ BIOTECHNOLOGY ETF 464287556 8203 53746 SH SOLE 0 53745 0 0 LULULEMON ATHLETICA INC Stock 550021109 335 855 SH SOLE 0 855 0 0 ISHARES S&P 500 INDEX ETF 464287200 22689 47568 SH SOLE 0 47567 0 0 UNION PAC CORP COM Stock 907818108 36 144 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 32 227 SH SOLE 0 227 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 60 90 SH SOLE 0 90 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 475 3000 SH SOLE 0 3000 0 0 TERNIUM SA SPONSORED ADS ADR 880890108 28 650 SH SOLE 0 650 0 0 CHEVRON CORP NEW COM Stock 166764100 26 220 SH SOLE 0 220 0 0 ISHARES AMT-FREE MUNI BOND ETF ETF 464288414 465 4000 SH SOLE 0 4000 0 0 BK OF AMERICA CORP COM Stock 060505104 78 1750 SH SOLE 0 1750 0 0 WALMART INC COM Stock 931142103 579 4000 SH SOLE 0 4000 0 0 TARGET CORP COM Stock 87612E106 405 1750 SH SOLE 0 1750 0 0 PFIZER INC COM Stock 717081103 30 500 SH SOLE 0 500 0 0 APPLIED MATLS INC COM Stock 038222105 119 757 SH SOLE 0 756 0 0 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 89 517 SH SOLE 0 517 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 282 2475 SH SOLE 0 2475 0 0 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 5022 33886 SH SOLE 0 33886 0 0 JOINT CORP COM Stock 47973J102 181 2750 SH SOLE 0 2750 0 0 ARK GENOMIC REVOLUTION ETF ETF 00214Q302 133 2173 SH SOLE 0 2173 0 0 KENNAMETAL INC COM Stock 489170100 25 700 SH SOLE 0 700 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 50 267 SH SOLE 0 267 0 0 EXXON MOBIL CORP COM Stock 30231G102 133 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 1272 13450 SH SOLE 0 13450 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 182 4240 SH SOLE 0 4240 0 0 AUTOZONE INC COM Stock 053332102 252 120 SH SOLE 0 120 0 0 ISHARES CORE S&P MID CAP ETF ETF 464287507 9036 31922 SH SOLE 0 31921 0 0 ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND ETF 464288224 25 1200 SH SOLE 0 1200 0 0 APPLE INC Stock 037833100 1409 7934 SH SOLE 0 7934 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR ADR 37733W105 11 248 SH SOLE 0 248 0 0 WESTERN ASSET MANAGED MUNS FD COM CEF 95766M105 33 2518 SH SOLE 0 2518 0 0 DISNEY WALT CO COM Stock 254687106 63 407 SH SOLE 0 407 0 0 FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND ETF 315912808 1349 22155 SH SOLE 0 22155 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 381 2271 SH SOLE 0 2271 0 0