0001904431-22-000002.txt : 20220414 0001904431-22-000002.hdr.sgml : 20220414 20220413173906 ACCESSION NUMBER: 0001904431-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220414 DATE AS OF CHANGE: 20220413 EFFECTIVENESS DATE: 20220414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AVAII WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001904431 IRS NUMBER: 831393538 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22021 FILM NUMBER: 22825512 BUSINESS ADDRESS: STREET 1: 2101 N CASALOMA DR CITY: APPLETON STATE: WI ZIP: 54913 BUSINESS PHONE: (920) 214-1212 MAIL ADDRESS: STREET 1: 2101 N CASALOMA DR CITY: APPLETON STATE: WI ZIP: 54913 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001904431 XXXXXXXX 03-31-2022 03-31-2022 AVAII WEALTH MANAGEMENT, LLC

2101 N CASALOMA DR APPLETON WI 54913

13F HOLDINGS REPORT 028-22021 N AARON SKURR (920) 214-1212 AARON SKURR Appleton WI 04-13-2022 2 171 108181 false 1 CABANA LLC 2 VISE INFORMATION TABLE 2 avaiiq12022.xml ETFS TR BBRG ALL COMD K1 003261104 445 15481 SH DFND 2 0 0 15481 AGNICO EAGLE MINES LTD COM 008474108 1 10 SH DFND 2 0 0 10 AMAZON COM INC COM 023135106 121 37 SH DFND 2 0 0 37 APPLE INC COM 037833100 145 832 SH DFND 2 0 0 832 DISNEY WALT CO COM 254687106 16 117 SH DFND 2 0 0 117 HOME DEPOT INC COM 437076102 53 178 SH DFND 2 0 0 178 INTEL CORP COM 458140100 36 727 SH DFND 2 0 0 727 ISHARES GOLD TR ISHARES 464285105 30 809 SH DFND 2 0 0 809 ISHARES INC MSCI EQUAL WEITE 464286681 46 541 SH DFND 2 0 0 541 ISHARES TR CORE S&P500 ETF 464287200 276 609 SH DFND 2 0 0 609 ISHARES TR CORE S&P MCP ETF 464287507 20 74 SH DFND 2 0 0 74 ISHARES TR MBS ETF 464288588 280 2751 SH DFND 2 0 0 2751 KIMBERLY-CLARK CORP COM 494368103 7 57 SH DFND 2 0 0 57 LILLY ELI & CO COM 532457108 21 74 SH DFND 2 0 0 74 MICROSOFT CORP COM 594918104 145 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