Avalon Advisory Group as of Dec. 31, 2024
Portfolio Holdings for Avalon Advisory Group
Avalon Advisory Group holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 51.7 | $113M | 391k | 289.81 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 33.6 | $74M | 796k | 92.45 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 5.0 | $11M | 191k | 57.41 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.7 | $5.9M | 46k | 128.62 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.7 | $3.8M | 167k | 22.70 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.6 | $3.6M | 193k | 18.50 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $2.1M | 36k | 58.93 | |
| Bok Finl Corp Com New (BOKF) | 0.6 | $1.3M | 12k | 106.45 | |
| Fifth Third Ban (FITB) | 0.5 | $1.2M | 27k | 42.28 | |
| NVIDIA Corporation (NVDA) | 0.4 | $790k | 5.9k | 134.29 | |
| Apple (AAPL) | 0.3 | $657k | 2.6k | 250.42 | |
| Microsoft Corporation (MSFT) | 0.3 | $582k | 1.4k | 421.50 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $568k | 1.1k | 538.84 | |
| WesBan (WSBC) | 0.2 | $362k | 11k | 32.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $236k | 403.00 | 586.08 | |
| Amazon (AMZN) | 0.1 | $217k | 991.00 | 219.39 |
