Avalon Advisory Group

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