0001719203-22-000004.txt : 20220511
0001719203-22-000004.hdr.sgml : 20220511
20220511121807
ACCESSION NUMBER: 0001719203-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220511
DATE AS OF CHANGE: 20220511
EFFECTIVENESS DATE: 20220511
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: 22912788
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
03-31-2022
03-31-2022
ASPIREON WEALTH ADVISORS
1900 NW LOOP 410
SAN ANTONIO
TX
78213
13F HOLDINGS REPORT
028-21068
N
CYNTHIA MICHAEL
MANAGING DIRECTOR
2104248703
CYNTHIA MICHAEL
SAN ANTONIO
TX
05-11-2022
0
43
267200
false
INFORMATION TABLE
2
2022Q113F.xml
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
8057
93991
SH
SOLE
0
93991
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
7104
102171
SH
SOLE
0
102171
0
0
ISHARES INC
MSCI CHILE ETF
464286640
3856
133354
SH
SOLE
0
133354
0
0
ISHARES TR
GL CLEAN ENE ETF
464288224
4569
212820
SH
SOLE
0
212820
0
0
ISHARES TR
CORE S&P500 ETF
464287200
94628
208397
SH
SOLE
0
208397
0
0
ISHARES TR
PFD AND INCM SEC
464288687
1456
39955
SH
SOLE
0
39955
0
0
ISHARES TR
CORE HIGH DV ETF
46429B663
4516
42274
SH
SOLE
0
42274
0
0
ISHARES S&P GSCI COMMODITY-
UNIT BEN INT
46428R107
4073
180726
SH
SOLE
0
180726
0
0
CAMBRIA ETF TR
GBL REAL EST ETF
132061813
6763
213626
SH
SOLE
0
213626
0
0
BROADMARK RLTY CAP INC
COM
11135B100
3036
350855
SH
SOLE
0
350855
0
0
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
16968
165400
SH
SOLE
0
165400
0
0
VANECK ETF TRUST
VANECK VIETNAM
92189F817
3913
207237
SH
SOLE
0
207237
0
0
KRANESHARES TR
CSI CHI INTERNET
500767306
7383
258007
SH
SOLE
0
258007
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
3705
66646
SH
SOLE
0
66646
0
0
ISHARES TR
CORE US AGGBD ET
464287226
1087
10129
SH
SOLE
0
10129
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3714
34412
SH
SOLE
0
34412
0
0
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
92206C847
2762
34257
SH
SOLE
0
34257
0
0
GLOBAL X FDS
FINTECH ETF
37954Y814
4685
145390
SH
SOLE
0
145390
0
0
GLOBAL X FDS
US INFR DEV ETF
37954Y673
6195
219016
SH
SOLE
0
219016
0
0
ISHARES TR
TIPS BD ETF
464287176
13391
107047
SH
SOLE
0
107047
0
0
ISHARES GOLD TR
ISHARES NEW
464285204
3301
89526
SH
SOLE
0
89526
0
0
ISHARES TR
20 YR TR BD ETF
464287432
30808
233151
SH
SOLE
0
233151
0
0
ISHARES TR
NATIONAL MUN ETF
464288414
2015
18377
SH
SOLE
0
18377
0
0
FORTRESS TRANS INFRST INVS L
COM REP LTD LIAB
34960P101
3192
123930
SH
SOLE
0
123930
0
0
CULLEN FROST BANKERS INC
COM
229899109
1467
10600
SH
SOLE
0
10600
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
1285
15615
SH
SOLE
0
15615
0
0
HERSHEY CO
COM
427866108
273
1260
SH
SOLE
0
1260
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
242
582
SH
SOLE
0
582
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
379
2013
SH
SOLE
0
2013
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
7227
10551
SH
SOLE
0
10551
0
0
MICROSOFT CORP
COM
594918104
1599
5186
SH
SOLE
0
5186
0
0
WELLS FARGO CO NEW
COM
949746101
248
5118
SH
SOLE
0
5118
0
0
COCA COLA CO
COM
191216100
737
11895
SH
SOLE
0
11895
0
0
AMAZON COM INC
COM
023135106
466
143
SH
SOLE
0
143
0
0
ALPHABET INC
CAP STK CL A
02079K305
256
92
SH
SOLE
0
92
0
0
APPLE INC
COM
037833100
6636
38003
SH
SOLE
0
38003
0
0
PFIZER INC
COM
717081103
208
4012
SH
SOLE
0
4012
0
0
WALMART INC
COM
931142103
767
5148
SH
SOLE
0
5148
0
0
JOHNSON &JOHNSON
COM
478160104
870
4909
SH
SOLE
0
4909
0
0
JPMORGAN CHASE &CO
COM
46625H100
1028
7541
SH
SOLE
0
7541
0
0
LOWES COS INC
COM
548661107
313
1547
SH
SOLE
0
1547
0
0
VISA INC
COM CL A
92826C839
378
1705
SH
SOLE
0
1705
0
0
LGI HOMES INC
COM
50187T106
1617
16554
SH
SOLE
0
16554
0
0