Avalon Advisory Group
12 holdingsFiling period: 2026-03-31Current AUM: $268.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 388.2K | $124.5M | $142.9M | 53.28% | +17.2K | 2026-03-31 |
| 2 | IEF | ISHARES TR | 925.0K | $88.3M | $86.0M | 32.05% | +37.0K | 2026-03-31 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 200.4K | $15.1M | $16.6M | 6.19% | +4.5K | 2026-03-31 |
| 4 | ITOT | ISHARES TR | 50.8K | $7.2M | $8.3M | 3.10% | -471 | 2026-03-31 |
| 5 | SCHF | SCHWAB STRATEGIC TR | 177.6K | $4.4M | $4.9M | 1.82% | -- | 2026-03-31 |
| 6 | SCHB | SCHWAB STRATEGIC TR | 155.1K | $3.9M | $4.5M | 1.67% | -2,686 | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 30.1K | $2.3M | $2.5M | 0.95% | -77 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 1.4K | $828K | $951K | 0.35% | +11 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 1.1K | $397K | $498K | 0.19% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 1.5K | $368K | $448K | 0.17% | -- | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 1.6K | $284K | $327K | 0.12% | -- | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 403 | $262K | $301K | 0.11% | -- | 2026-03-31 |
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