HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 FIRST TR EXCHANGE TRADED FD (LMBS) |
377,443 | +6,118 | $18,068 |
| LMBS | 377,443 | +6,118 | $18,068 |
| SPDR SER TR (SPLG) |
290,715 | -106 | $13,998 |
| SPLG | 290,715 | -106 | $13,998 |
| SPDR INDEX SHS FDS (SPDW) |
372,156 | -13,685 | $11,954 |
| SPDW | 372,156 | -13,685 | $11,954 |
| ISHARES TR (IVV) |
27,349 | +309 | $11,243 |
| IVV | 27,349 | +309 | $11,243 |
| FIRST TR EXCHNG TRADED FD VI (BUFD) |
466,325 | +704 | $9,527 |
| BUFD | 466,325 | +704 | $9,527 |
| VANGUARD INTL EQUITY INDEX F (VGK) |
148,749 | +1,959 | $9,065 |
| VGK | 148,749 | +1,959 | $9,065 |
| VANGUARD INDEX FDS (VOO) |
23,286 | +435 | $8,756 |
| VOO | 23,286 | +435 | $8,756 |
| APPLE INC |
50,850 | +1,207 | $8,384 |
| AAPL | 50,850 | +1,207 | $8,384 |
| SPDR INDEX SHS FDS (SPEM) |
242,827 | +15,594 | $8,288 |
| SPEM | 242,827 | +15,594 | $8,288 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
175,110 | +19,106 | $7,889 |
| FIXD | 175,110 | +19,106 | $7,889 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
107,536 | +2,188 | $7,844 |
| FTCS | 107,536 | +2,188 | $7,844 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
161,061 | +6,596 | $7,227 |
| RDVY | 161,061 | +6,596 | $7,227 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
295,599 | -21,493 | $7,156 |
| UCON | 295,599 | -21,493 | $7,156 |
| FIRST TR EXCHNG TRADED FD VI (DEED) |
316,937 | +11,547 | $6,883 |
| DEED | 316,937 | +11,547 | $6,883 |
| FLEXSHARES TR (GUNR) |
161,197 | -6,022 | $6,817 |
| GUNR | 161,197 | -6,022 | $6,817 |
| VANGUARD INTL EQUITY INDEX F (VPL) |
93,709 | -3,042 | $6,353 |
| VPL | 93,709 | -3,042 | $6,353 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
117,772 | -13,826 | $5,926 |
| JPST | 117,772 | -13,826 | $5,926 |
| SPDR S&P 500 ETF TR (SPY) |
13,320 | +337 | $5,451 |
| SPY | 13,320 | +337 | $5,451 |
| FIRST TR EXCHANGE TRAD FD VI (FTGC) |
212,380 | +23,524 | $4,989 |
| FTGC | 212,380 | +23,524 | $4,989 |
| VANGUARD INDEX FDS (VO) |
23,598 | +338 | $4,975 |
| VO | 23,598 | +338 | $4,975 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
88,100 | +11,357 | $4,810 |
| JEPI | 88,100 | +11,357 | $4,810 |
| SPDR SER TR (SPSM) |
123,339 | +730 | $4,654 |
| SPSM | 123,339 | +730 | $4,654 |
| VANGUARD INDEX FDS (VB) |
22,142 | +303 | $4,194 |
| VB | 22,142 | +303 | $4,194 |
| MICROSOFT CORP |
14,465 | +250 | $4,169 |
| MSFT | 14,465 | +250 | $4,169 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
102,665 | -389 | $4,148 |
| VWO | 102,665 | -389 | $4,148 |
| SPDR SER TR (SPMD) |
88,885 | -966 | $3,902 |
| SPMD | 88,885 | -966 | $3,902 |
| SCHWAB STRATEGIC TR |
69,655 | +2,464 | $3,366 |
| SCHX | 69,655 | +2,464 | $3,366 |
| SPDR INDEX SHS FDS (CWI) |
124,000 | UNCH | $3,191 |
| CWI | 124,000 | UNCH | $3,191 |
| US BANCORP DEL |
86,182 | +97 | $3,107 |
| USB | 86,182 | +97 | $3,107 |
| ISHARES TR (USXF) |
88,713 | +1,057 | $2,933 |
| USXF | 88,713 | +1,057 | $2,933 |
| SPDR SER TR (BWZ) |
103,082 | +3,065 | $2,811 |
| BWZ | 103,082 | +3,065 | $2,811 |
| VANGUARD TAX MANAGED FDS (VEA) |
61,423 | +3,779 | $2,773 |
| VEA | 61,423 | +3,779 | $2,773 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
24,432 | -270 | $2,668 |
| VSS | 24,432 | -270 | $2,668 |
| ISHARES TR (DMXF) |
43,848 | +397 | $2,613 |
| DMXF | 43,848 | +397 | $2,613 |
| ISHARES TR (IWM) |
13,790 | UNCH | $2,460 |
| IWM | 13,790 | UNCH | $2,460 |
| SPDR INDEX SHS FDS (SPEU) |
63,326 | +477 | $2,408 |
| SPEU | 63,326 | +477 | $2,408 |
| VANGUARD WHITEHALL FDS (VYMI) |
37,834 | +6,408 | $2,344 |
| VYMI | 37,834 | +6,408 | $2,344 |
| VANGUARD INDEX FDS (VBR) |
14,625 | +1,472 | $2,322 |
| VBR | 14,625 | +1,472 | $2,322 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
56,970 | -1,007 | $2,311 |
| VNQI | 56,970 | -1,007 | $2,311 |
| ISHARES TR (IEUR) |
40,482 | -1,700 | $2,120 |
| IEUR | 40,482 | -1,700 | $2,120 |
| VANECK ETF TRUST (REMX) |
25,435 | +3,459 | $2,075 |
| REMX | 25,435 | +3,459 | $2,075 |
| EXXON MOBIL CORP |
17,029 | -440 | $1,867 |
| XOM | 17,029 | -440 | $1,867 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
36,450 | +5,504 | $1,851 |
| JMST | 36,450 | +5,504 | $1,851 |
| VANGUARD WHITEHALL FDS (VIGI) |
24,880 | +1,152 | $1,833 |
| VIGI | 24,880 | +1,152 | $1,833 |
| WORLD GOLD TR |
45,532 | +3,386 | $1,781 |
| GLDM | 45,532 | +3,386 | $1,781 |
| VANGUARD BD INDEX FDS (BND) |
23,569 | -22 | $1,740 |
| BND | 23,569 | -22 | $1,740 |
| SCHWAB STRATEGIC TR |
34,265 | +167 | $1,728 |
| SCHR | 34,265 | +167 | $1,728 |
| SPDR GOLD TR (GLD) |
9,235 | +90 | $1,692 |
| GLD | 9,235 | +90 | $1,692 |
| UNITY SOFTWARE INC |
51,827 | +36 | $1,681 |
| U | 51,827 | +36 | $1,681 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
21,947 | -79 | $1,673 |
| VCSH | 21,947 | -79 | $1,673 |
See Full List: All Stocks Held By Walkner Condon Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Walkner Condon Financial Advisors LLC
|
Size ($ in 1000's)
At 03/31/2023: $356,804 At 12/31/2022: $334,362 Walkner Condon Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walkner Condon Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
