0001085146-22-002890.txt : 20220808 0001085146-22-002890.hdr.sgml : 20220808 20220808164251 ACCESSION NUMBER: 0001085146-22-002890 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AIRE ADVISORS, LLC CENTRAL INDEX KEY: 0001908177 IRS NUMBER: 845045213 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21664 FILM NUMBER: 221145043 BUSINESS ADDRESS: STREET 1: 9350 WILSHIRE BLVD STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: 310-277-2474 MAIL ADDRESS: STREET 1: 9350 WILSHIRE BLVD STREET 2: SUITE 200 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908177 XXXXXXXX 06-30-2022 06-30-2022 false AIRE ADVISORS, LLC

9350 WILSHIRE BLVD SUITE 200 BEVERLY HILLS CA 90212

13F HOLDINGS REPORT 028-21664 N Amir Monsefi 310-277-2474 /s/Amir Monsefi Beverly Hills CA 08-03-2022 0 147 280674 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 443 2888 SH SOLE 2888 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 2925 107812 SH SOLE 107812 0 0 ABRDN ETFS BBRG ALL COMMDY 003261203 5055 140069 SH SOLE 140069 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 203 563 SH SOLE 563 0 0 ALEXCO RESOURCE CORP COM 01535P106 8 20000 SH SOLE 20000 0 0 ALPHABET INC CAP STK CL A 02079K305 1295 594 SH SOLE 594 0 0 ALPHABET INC CAP STK CL C 02079K107 1393 639 SH SOLE 639 0 0 AMAZON COM INC COM 023135106 3113 29400 SH SOLE 29400 0 0 AMERICAN EXPRESS CO COM 025816109 278 2020 SH SOLE 2020 0 0 AMERICAN TOWER CORP NEW COM 03027X100 205 798 SH SOLE 798 0 0 AMGEN INC COM 031162100 2527 10392 SH SOLE 10392 0 0 AON PLC SHS CL A G0403H108 1690 6271 SH SOLE 6271 0 0 APPLE INC COM 037833100 13526 98895 SH SOLE 98895 0 0 AT&T INC COM 00206R102 2688 128253 SH SOLE 128253 0 0 B2GOLD CORP COM 11777Q209 34 10000 SH SOLE 10000 0 0 BAYCOM CORP COM 07272M107 609 29451 SH SOLE 29451 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 5726 14 SH SOLE 14 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3119 11437 SH SOLE 11437 0 0 BK OF AMERICA CORP COM 060505104 1329 42658 SH SOLE 42658 0 0 BLACKROCK INC COM 09247X101 231 380 SH SOLE 380 0 0 BOEING CO COM 097023105 398 2900 SH SOLE 2900 0 0 CATERPILLAR INC COM 149123101 679 3780 SH SOLE 3780 0 0 CHEVRON CORP NEW COM 166764100 1679 11601 SH SOLE 11601 0 0 CISCO SYS INC COM 17275R102 504 11754 SH SOLE 11754 0 0 COCA COLA CO COM 191216100 1132 18000 SH SOLE 18000 0 0 COMCAST CORP NEW CL A 20030N101 15153 386222 SH SOLE 386222 0 0 CONSOLIDATED EDISON INC COM 209115104 332 3493 SH SOLE 3493 0 0 COSTCO WHSL CORP NEW COM 22160K105 1180 2466 SH SOLE 2466 0 0 COTY INC COM CL A 222070203 116 14500 SH SOLE 14500 0 0 DANAHER CORPORATION COM 235851102 253 986 SH SOLE 986 0 0 DISNEY WALT CO COM 254687106 692 7342 SH SOLE 7342 0 0 ENDO INTL PLC SHS G30401106 11 24000 SH SOLE 24000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 693 7309 SH SOLE 7309 0 0 FIRST TR DOW JONES SELECT MI COM SHS ANNUAL 33718M105 286 5459 SH SOLE 5459 0 0 FORTUNA SILVER MINES INC COM 349915108 28 10000 SH SOLE 10000 0 0 FRANKLIN TEMPLETON ETF TR LIBERTY SR LN 35473P595 5148 222439 SH SOLE 222439 0 0 GENERAL ELECTRIC CO COM NEW 369604301 313 4891 SH SOLE 4891 0 0 GLOBAL X FDS US PFD ETF 37954Y657 5749 270664 SH SOLE 270664 0 0 GOLD FIELDS LTD SPONSORED ADR 38059T106 319 35000 SH SOLE 35000 0 0 GREAT PANTHER MNG LTD COM 39115V101 2 20000 SH SOLE 20000 0 0 HOME DEPOT INC COM 437076102 502 1841 SH SOLE 1841 0 0 INTEL CORP COM 458140100 406 10824 SH SOLE 10824 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 424 2986 SH SOLE 2986 0 0 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 870 48330 SH SOLE 48330 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 869 3092 SH SOLE 3092 0 0 IONQ INC COM 46222L108 219 50000 SH SOLE 50000 0 0 ISHARES TR CONV BD ETF 46435G102 4859 70037 SH SOLE 70037 0 0 ISHARES TR CORE S&P MCP ETF 464287507 215 950 SH SOLE 950 0 0 ISHARES TR EAFE SML CP ETF 464288273 1476 27055 SH SOLE 27055 0 0 ISHARES TR ESG EAFE ETF 46436E759 232 4453 SH SOLE 4453 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 1279 52780 SH SOLE 52780 0 0 ISHARES TR GLOBAL TECH ETF 464287291 511 11169 SH SOLE 11169 0 0 ISHARES TR MICRO-CAP ETF 464288869 6412 61778 SH SOLE 61778 0 0 ISHARES TR MSCI ACWI ETF 464288257 216 2579 SH SOLE 2579 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 362 5152 SH SOLE 5152 0 0 ISHARES TR PFD AND INCM SEC 464288687 804 24463 SH SOLE 24463 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 354 1609 SH SOLE 1609 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 612 4224 SH SOLE 4224 0 0 ISHARES TR RUS MD CP GR ETF 464287481 511 6444 SH SOLE 6444 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 378 3727 SH SOLE 3727 0 0 ISHARES TR TIPS BD ETF 464287176 292 2556 SH SOLE 2556 0 0 ISHARES TR USD INV GRDE ETF 464288620 4031 79106 SH SOLE 79106 0 0 JOHNSON & JOHNSON COM 478160104 3464 19503 SH SOLE 19503 0 0 JPMORGAN CHASE & CO COM 46625H100 1375 12185 SH SOLE 12185 0 0 KINROSS GOLD CORP COM 496902404 340 95000 SH SOLE 95000 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 245 2162 SH SOLE 2162 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 2511 21710 SH SOLE 21710 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 464 21000 SH SOLE 21000 0 0 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 421 11668 SH SOLE 11668 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 926 25693 SH SOLE 25693 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 393 6197 SH SOLE 6197 0 0 LILLY ELI & CO COM 532457108 640 1966 SH SOLE 1966 0 0 LIONS GATE ENTMNT CORP CL A VTG 535919401 95 10250 SH SOLE 10250 0 0 LOCKHEED MARTIN CORP COM 539830109 284 658 SH SOLE 658 0 0 LOWES COS INC COM 548661107 244 1407 SH SOLE 1407 0 0 LYFT INC CL A COM 55087P104 249 18800 SH SOLE 18800 0 0 MCDONALDS CORP COM 580135101 1101 4469 SH SOLE 4469 0 0 MERCK & CO INC COM 58933Y105 478 5294 SH SOLE 5294 0 0 META PLATFORMS INC CL A 30303M102 1274 7906 SH SOLE 7906 0 0 MICROSOFT CORP COM 594918104 2377 9246 SH SOLE 9246 0 0 MP MATERIALS CORP COM CL A 553368101 303 9474 SH SOLE 9474 0 0 NETFLIX INC COM 64110L106 211 1156 SH SOLE 1156 0 0 NEWMONT CORP COM 651639106 361 6039 SH SOLE 6039 0 0 NEXTERA ENERGY INC COM 65339F101 228 2975 SH SOLE 2975 0 0 NOVAGOLD RES INC COM NEW 66987E206 96 20000 SH SOLE 20000 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 228 4745 SH SOLE 4745 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 259 7790 SH SOLE 7790 0 0 NVIDIA CORPORATION COM 67066G104 782 5191 SH SOLE 5191 0 0 ORACLE CORP COM 68389X105 510 7280 SH SOLE 7280 0 0 PAYPAL HLDGS INC COM 70450Y103 314 4476 SH SOLE 4476 0 0 PEPSICO INC COM 713448108 344 2081 SH SOLE 2081 0 0 PFIZER INC COM 717081103 528 9986 SH SOLE 9986 0 0 PROCTER AND GAMBLE CO COM 742718109 259 1803 SH SOLE 1803 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 497 12000 SH SOLE 12000 0 0 PRUDENTIAL FINL INC COM 744320102 279 2922 SH SOLE 2922 0 0 QUALCOMM INC COM 747525103 327 2549 SH SOLE 2549 0 0 QURATE RETAIL INC COM SER A 74915M100 580 202000 SH SOLE 202000 0 0 SALESFORCE INC COM 79466L302 322 1952 SH SOLE 1952 0 0 SANDSTORM GOLD LTD COM NEW 80013R206 65 11000 SH SOLE 11000 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1522 48417 SH SOLE 48417 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 8584 274871 SH SOLE 274871 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 954 16452 SH SOLE 16452 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 621 9952 SH SOLE 9952 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 330 8436 SH SOLE 8436 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 231 7300 SH SOLE 7300 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 259 2034 SH SOLE 2034 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 349 2762 SH SOLE 2762 0 0 SERVICE CORP INTL COM 817565104 380 5500 SH SOLE 5500 0 0 SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 100 10000 SH SOLE 10000 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 258 42125 SH SOLE 42125 0 0 SPDR GOLD TR GOLD SHS 78463V107 726 4306 SH SOLE 4306 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 13291 460816 SH SOLE 460816 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 515 14785 SH SOLE 14785 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 968 2563 SH SOLE 2563 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 918 10023 SH SOLE 10023 0 0 SPDR SER TR PORTFLI HIGH YLD 78468R606 4473 199033 SH SOLE 199033 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 213 4802 SH SOLE 4802 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 11785 167106 SH SOLE 167106 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 11314 156254 SH SOLE 156254 0 0 TARGET CORP COM 87612E106 224 1587 SH SOLE 1587 0 0 TESLA INC COM 88160R101 1666 2478 SH SOLE 2478 0 0 TEXAS INSTRS INC COM 882508104 264 1716 SH SOLE 1716 0 0 TEXAS ROADHOUSE INC COM 882681109 5344 73000 SH SOLE 73000 0 0 UNION PAC CORP COM 907818108 218 1031 SH SOLE 1031 0 0 UNITED PARCEL SERVICE INC CL B 911312106 392 2136 SH SOLE 2136 0 0 UNITEDHEALTH GROUP INC COM 91324P102 782 1521 SH SOLE 1521 0 0 US BANCORP DEL COM NEW 902973304 1337 28962 SH SOLE 28962 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 15930 71498 SH SOLE 71498 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 320 1856 SH SOLE 1856 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 12651 72069 SH SOLE 72069 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 12124 93542 SH SOLE 93542 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 731 3707 SH SOLE 3707 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1122 7485 SH SOLE 7485 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 922 4675 SH SOLE 4675 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 728 3859 SH SOLE 3859 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 17805 134950 SH SOLE 134950 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9085 218162 SH SOLE 218162 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 239 2328 SH SOLE 2328 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 6067 137059 SH SOLE 137059 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 200 2590 SH SOLE 2590 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 780 3324 SH SOLE 3324 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 379 1163 SH SOLE 1163 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 876 17233 SH SOLE 17233 0 0 VISA INC COM CL A 92826C839 1165 5909 SH SOLE 5909 0 0 WALMART INC COM 931142103 418 3425 SH SOLE 3425 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 482 36115 SH SOLE 36115 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 360 10000 SH SOLE 10000 0 0