Aveo Capital Partners, LLC
CIK 1576584 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- SGOV7.59%
- DFAU3.83%
- IVV3.55%
- JNK2.40%
- QLD2.03%
- IUS1.95%
- DFAE1.90%
- EQL1.88%
- ANGL1.78%
- DFIC1.67%
Share classes counted separately28.58%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $57.74M | 7.59% | 573.54K shares | — | ↗▾ | |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $29.12M | 3.83% | 972.37K shares | — | ↗▾ | |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $26.98M | 3.55% | 62.83K shares | — | ↗▾ | |
| 04 | JNKSS SPDR BB HIGH YIELD BONDBLOOMBERG HIGH Y View history and evidence | $18.22M | 2.40% | 201.55K shares | — | ↗▾ | |
| 05 | QLDPROSHARES ULTRA QQQPSHS ULTRA QQQ View history and evidence | $15.47M | 2.03% | 260.64K shares | — | ↗▾ | |
| 06 | IUSINVESCO RAFI STRATEGIC US ETRAFI STRATGIC US View history and evidence | $14.81M | 1.95% | 371.84K shares | — | ↗▾ | |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $14.46M | 1.90% | 640.72K shares | — | ↗▾ | |
| 08 | EQLCI INV SP 500 EQU WEG IND-UIEQUAL SEC ETF View history and evidence | $14.28M | 1.88% | 142.34K shares | — | ↗▾ | |
| 09 | ANGLVANECK FALLEN ANGEL HIGH YLDFALLEN ANGEL HG View history and evidence | $13.51M | 1.78% | 499.31K shares | — | ↗▾ | |
| 10 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $12.68M | 1.67% | 543.02K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UJB PROSHARES ULTRA HIGH YIELD | Non-derivative | — | — | SEC filing ↗ | |
| ITB ISHARES U.S. HOME CONSTRUCTI | Non-derivative | — | — | SEC filing ↗ | |
| EET PROSHARES ULT MSCI EMER MKTS | Non-derivative | — | — | SEC filing ↗ |
3 / 27 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1576584 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 760605787
}Research all 333 reported holdings.
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