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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 (2016Q4)
Portfolio Summary: 507 holdings with a total value of $267,799,000.
#
Name
Shares
Value ($)
%
Options
Notes
501 BERKSHIRE HATHAWAY INC DEL 40,324 6,567,000 2.45%
502 ISHARES TR 59,062 6,921,000 2.58%
503 VANGUARD INDEX FDS 67,492 7,132,000 2.66%
504 VANGUARD TAX-MANAGED FDS 208,520 7,618,000 2.84%
505 VANGUARD WORLD FD 143,113 9,601,000 3.59%
506 VANGUARD INDEX FDS 109,242 10,617,000 3.96%
507 VANGUARD WORLD FD 133,683 11,645,000 4.35%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001599868-17-000001, filed 2017.02.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.