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Institutional Investment Manager
Avior Wealth Management, LLC
Avior Wealth Management, LLC (CIK: 0001599868) incorporated in Nebraska, located at 14301 First National Bank Parkway, Omaha, NE. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q4)
Original 13F HR (0001599868-16-000005) filed in 2016.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD WORLD FD 143,041 8,444 4.62%
2 VANGUARD TAX-MANAGED FDS 142,801 5,244 2.87%
3 SCHWAB INTERNATIONAL EQUITY ETF 142,298 3,922 2.14%
4 VANGUARD WORLD FD 115,955 9,629 5.27%
5 VANGUARD INDEX FDS 94,467 8,119 4.44%
6 SCHWAB U.S. MID-CAP ETF 82,671 3,313 1.81%
7 SCHWAB U.S. SMALL-CAP ETF 66,117 3,444 1.88%
8 SCHWAB EMERGING MARKETS EQUITY ETF 63,555 1,240 0.68%
9 VANGUARD INDEX FDS 62,001 6,182 3.38%
10 VANGUARD INTL EQUITY INDEX F 60,979 1,995 1.09%
11 WELLS FARGO & CO NEW 58,188 3,163 1.73%
12 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 52,353 1,509 0.83%
13 GENERAL MTRS CO 48,654 1,655 0.91%
14 ISHARES TR 48,515 5,531 3.02%
15 CLAYMORE EXCHANGE TRD FD TR 45,110 1,063 0.58%
16 VANGUARD INDEX FDS 44,048 4,351 2.38%
17 VANGUARD INDEX FDS 43,334 3,455 1.89%
18 ISHARES TR 41,947 3,539 1.94%
19 SCHWAB U.S. LARGE-CAP ETF 39,555 1,921 1.05%
20 BERKSHIRE HATHAWAY INC DEL 39,450 5,209 2.85%
21 PFIZER INC 33,248 1,073 0.59%
22 VANGUARD INDEX FDS 32,917 2,683 1.47%
23 MICROSOFT CORP 28,677 1,591 0.87%
24 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 26,932 758 0.41%
25 ISHARES COHEN & STEERS REIT ETF 25,825 2,563 1.40%
26 CHEVRON CORP NEW 24,952 2,245 1.23%
27 UNION PAC CORP 24,874 1,945 1.06%
28 ISHARES TR 24,581 1,443 0.79%
29 ORACLE CORP 24,542 897 0.49%
30 SCHWAB U.S. REIT ETF 24,477 970 0.53%
31 ISHARES MSCI EAFE SMALL CAP IDX FD 23,657 1,182 0.65%
32 NIKE INC 23,306 1,457 0.80%
33 VANGUARD INDEX FDS 23,228 2,172 1.19%
34 MONDELEZ INTL INC 22,115 992 0.54%
35 COMCAST CORP NEW 19,475 1,099 0.60%
36 APPLE INC 19,312 2,033 1.11%
37 VERIZON COMMUNICATIONS INC 18,982 877 0.48%
38 ISHARES TR 18,511 1,958 1.07%
39 METLIFE INC 18,175 876 0.48%
40 VANGUARD INDEX FDS 17,887 2,172 1.19%
41 ABBVIE INC 17,768 1,053 0.58%
42 INTL PAPER CO 17,298 652 0.36%
43 JPMORGAN CHASE & CO 17,119 1,130 0.62%
44 ONEOK INC NEW 16,099 397 0.22%
45 CABELAS INC 15,792 738 0.40%
46 WALGREENS BOOTS ALLIANCE INC 15,629 1,331 0.73%
47 FISERV INC 15,584 1,425 0.78%
48 BP PLC 15,481 484 0.26%
49 GENERAL ELECTRIC CO 14,662 457 0.25%
50 AUTOMATIC DATA PROCESSING IN 14,296 1,211 0.66%
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