Aveo Capital Partners, LLC — Q4 2024 13F Holdings

Name: Aveo Capital Partners, LLC — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001576584

Total reported value

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Full holdings list this quarter

Showing top 200 holdings (of 337 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	6.06%	—	+128.51%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.33%	—	-1.38%
3	DFAU	Dimensional US Core Equity M	ETF-Other	4.26%	—	-4.37%
4	IUS	Invesco Rafi Strategic US Et	ETF-Other	2.89%	—	-1.16%
5	QQQM	Invesco Nasdaq 100 ETF	ETF-Tech	2.71%	—	-0.97%
6	OEF	Ishares S&p 100 ETF	ETF-Other	2.64%	—	-1.77%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.30%	—	+0.87%
8	PYLD	Pimco Multisector Bond Actv	ETF-Other	2.28%	—	+41.14%
9	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	2.00%	—	-2.99%
10	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	1.90%	—	-14.34%
11	DFIC	Dimensional International Co	ETF-Other	1.70%	—	+3.19%
12	QLD	Proshares Ultra Qqq	ETF-Other	1.70%	—	+5229.25%
13	USHY	Ishares Broad Usd High Yield	ETF-High Yield	1.65%	—	+149.21%
14	JMUB	Jpmorgan Municipal ETF	ETF-Other	1.41%	—	-4.28%
15	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	1.36%	—	-9.05%
16	DFGP	Dimensional Glbl Core Pl Fix	ETF-Other	1.31%	—	—
17	IAU	Ishares Gold Trust	ETF-Commodities	1.30%	—	-10.71%
18	DUHP	Dimensional US High Profi Et	ETF-Other	1.25%	—	-3.45%
19	XLE	Ss Energy Select Sector	ETF-Other	1.24%	—	-0.39%
20	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.18%	—	+2.44%
21	UJB	Proshares Ultra High Yield	ETF-High Yield	1.05%	—	+308.56%
22	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.05%	—	+268.49%
23	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.05%	—	-1.36%
24	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	1.04%	—	-71.80%
25	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	1.00%	—	+2.01%
26	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.95%	—	-39.71%
27	VUG	Vanguard Growth ETF	ETF-Other	0.92%	—	-2.63%
28	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.87%	—	+19.51%
29	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.82%	—	-6.43%
30	AAPL	Apple INC	Stock-Tech	0.79%	—	+6.27%
31	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	0.78%	—	-10.38%
32	DFAC	Dimensional US Core Equity 2	ETF-Other	0.78%	—	-0.84%
33	AVSC	Avantis US Small Cap Equity	ETF-Small Cap	0.78%	—	-21.86%
34	VO	Vanguard Mid-cap ETF	ETF-Other	0.76%	—	-1.06%
35	VCLT	Vanguard Long-term CORP Bond	ETF-Corp Bonds	0.76%	—	-35.36%
36	DFEV	Dimensional Emrg Mrkt Val	ETF-Other	0.73%	—	-8.68%
37	VTV	Vanguard Value ETF	ETF-Other	0.72%	—	+12.56%
38	NVDA	Nvidia CORP	Stock-Tech	0.72%	—	+9.99%
39	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.70%	—	+6.72%
40	JBND	Jpmorgan Active Bond ETF	ETF-Other	0.70%	—	-3.60%
41	BA	Boeing Co/the	Stock-Industrials	0.68%	—	+56.09%
42	VB	Vanguard Small-cap ETF	ETF-Other	0.66%	—	+5.76%
43	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.64%	—	-0.47%
44	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.63%	—	-9.49%
45	DFSV	Dimensional US Small Cap Val	ETF-Small Cap	0.63%	—	-6.12%
46	PEXL	Pacer US Export Leaders ETF	ETF-Other	0.61%	—	-3.48%
47	EQL	Alps Equal Sector Weight ETF	ETF-Other	0.59%	—	-5.95%
48	SSO	Proshares Ultra S&p500	ETF-Other	0.59%	—	-73.95%
49	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	0.58%	—	-15.93%
50	DFIV	Dimensional International Va	ETF-Other	0.58%	—	+0.81%

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