0001719203-21-000006.txt : 20210816 0001719203-21-000006.hdr.sgml : 20210816 20210816154523 ACCESSION NUMBER: 0001719203-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ASPIREON WEALTH ADVISORS CENTRAL INDEX KEY: 0001719203 IRS NUMBER: 270154010 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21068 FILM NUMBER: 211177519 BUSINESS ADDRESS: STREET 1: 1900 NW LOOP 410 CITY: SAN ANTONIO STATE: TX ZIP: 78213 BUSINESS PHONE: 2104248703 MAIL ADDRESS: STREET 1: 1900 NW LOOP 410 CITY: SAN ANTONIO STATE: TX ZIP: 78213 FORMER COMPANY: FORMER CONFORMED NAME: BANK OF SAN ANTONIO WEALTH ADVISORS DATE OF NAME CHANGE: 20171011 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001719203 XXXXXXXX 06-30-2021 06-30-2021 ASPIREON WEALTH ADVISORS

1900 NW LOOP 410 SAN ANTONIO TX 78213

13F HOLDINGS REPORT 028-21068 N CYNTHIA MICHAEL 210-424-8702 CYNTHIA MICHAEL SAN ANTONIO TX 08-16-2021 0 39 154964 false INFORMATION TABLE 2 2021Q213F.xml ISHARES TR CORE S&P500 ETF 464287200 44457 103617 SH SOLE 0 0 103617 SPDR SER TR BLOOMBERG BRCLYS 78468R622 11897 108238 SH SOLE 0 0 108238 ISHARES TR TIPS BD ETF 464287176 11636 90977 SH SOLE 0 0 90977 ISHARES TR 20 YR TR BD ETF 464287432 10914 75746 SH SOLE 0 0 75746 CAMBRIA ETF TR GBL REAL EST ETF 132061813 5343 168312 SH SOLE 0 0 168312 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 5206 59473 SH SOLE 0 0 59473 APPLE INC COM 037833100 5090 37220 SH SOLE 0 0 37220 GLOBAL X FDS FINTECH ETF 37954Y814 4726 99265 SH SOLE 0 0 99265 ISHARES INC CORE MSCI EMKT 46434G103 4634 69288 SH SOLE 0 0 69288 INVESCO EXCH TRADED FD TR II KBW BK ETF 46138E628 4568 70997 SH SOLE 0 0 70997 GLOBAL X FDS US INFR DEV ETF 37954Y673 4160 161711 SH SOLE 0 0 161711 ISHARES S&P GSCI COMMODITY- UNIT BEN INT 46428R107 4144 259087 SH SOLE 0 0 259087 ISHARES TR CORE S&P SCP ETF 464287804 3991 35391 SH SOLE 0 0 35391 KRANESHARES TR CSI CHI INTERNET 500767306 3735 53272 SH SOLE 0 0 53272 ISHARES TR CORE MSCI EAFE 46432F842 3570 47709 SH SOLE 0 0 47709 LGI HOMES INC COM 50187T106 2681 16554 SH SOLE 0 0 16554 ISHARES INC MSCI GBL GOLD MN 46434G855 2350 83903 SH SOLE 0 0 83903 VANECK VECTORS ETF TR VIETNAM ETF 92189F817 2294 110922 SH SOLE 0 0 110922 ISHARES TR GL CLEAN ENE ETF 464288224 2022 86228 SH SOLE 0 0 86228 ISHARES TR NATIONAL MUN ETF 464288414 1757 14992 SH SOLE 0 0 14992 ISHARES TR PFD AND INCM SEC 464288687 1509 38375 SH SOLE 0 0 38375 ARK ETF TR INNOVATION ETF 00214Q104 1498 11487 SH SOLE 0 0 11487 ISHARES TR CORE US AGGBD ET 464287226 1449 12586 SH SOLE 0 0 12586 MICROSOFT CORP COM 594918104 1368 5050 SH SOLE 0 0 5050 FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1256 37562 SH SOLE 0 0 37562 JPMORGAN CHASE &CO COM 46625H100 1188 7641 SH SOLE 0 0 7641 CULLEN FROST BANKERS INC COM 229899109 1187 10600 SH SOLE 0 0 10600 VANGUARD WORLD FD MEGA GRWTH IND 921910816 1155 4991 SH SOLE 0 0 4991 BROADMARK RLTY CAP INC COM 11135B100 860 81224 SH SOLE 0 0 81224 JOHNSON &JOHNSON COM 478160104 820 4980 SH SOLE 0 0 4980 COCA COLA CO COM 191216100 753 13926 SH SOLE 0 0 13926 WALMART INC COM 931142103 593 4206 SH SOLE 0 0 4206 AMAZON COM INC COM 023135106 473 138 SH SOLE 0 0 138 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 452 4313 SH SOLE 0 0 4313 VISA INC COM CL A 92826C839 399 1705 SH SOLE 0 0 1705 LOWES COS INC COM 548661107 299 1542 SH SOLE 0 0 1542 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 298 757 SH SOLE 0 0 757 WELLS FARGO CO NEW COM 949746101 232 5114 SH SOLE 0 0 5114