Avalon Advisory Group as of March 31, 2024
Portfolio Holdings for Avalon Advisory Group
Avalon Advisory Group holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 52.3 | $108M | 416k | 259.90 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 32.6 | $67M | 711k | 94.66 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.1 | $11M | 180k | 58.65 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.0 | $6.3M | 54k | 115.30 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $3.8M | 97k | 39.02 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.7 | $3.4M | 56k | 61.05 | |
| Fifth Third Ban (FITB) | 1.1 | $2.3M | 61k | 37.21 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $2.2M | 37k | 60.30 | |
| Bok Finl Corp Com New (BOKF) | 0.6 | $1.2M | 13k | 92.00 | |
| Microsoft Corporation (MSFT) | 0.3 | $581k | 1.4k | 420.72 | |
| Apple (AAPL) | 0.2 | $482k | 2.8k | 171.48 | |
| WesBan (WSBC) | 0.1 | $247k | 8.3k | 29.81 | |
| NVIDIA Corporation (NVDA) | 0.1 | $236k | 261.00 | 903.56 |
