The Analysis of Avalon Advisory Group's Holdings


Currently, Avalon Advisory Group holds 13 types of securities in its portfolio with a total value $245.1M. In the most recent quarter, they have increased their positions in IEF (+53.0K shares, valued at $5.1M); decreased their positions in VTI (-10.8K shares, valued at $3.6M), ITOT (-7.2K shares, valued at $1.1M), NVDA (-4.3K shares, valued at $792.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS371.0K shares-2.83%2025-12-312026-01-29history
IEF ISHARES TR888.0K shares6.35%2025-12-312026-01-29history
VEU VANGUARD INTL EQUITY INDEX F195.9K shares-3.86%2025-12-312026-01-29history
ITOT ISHARES TR51.3K shares-12.26%2025-12-312026-01-29history
SCHF SCHWAB STRATEGIC TR177.6K shares0.00%2025-12-312026-01-29history
SCHB SCHWAB STRATEGIC TR157.8K shares-0.07%2025-12-312026-01-29history
VXUS VANGUARD STAR FDS30.2K shares-11.80%2025-12-312026-01-29history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-01-29history
Sponsored
MSFT MICROSOFT CORP1.1K shares-20.97%2025-12-312026-01-29history
AAPL APPLE INC1.5K shares-44.43%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION1.6K shares-72.27%2025-12-312026-01-29history
SPY SPDR S&P 500 ETF TR403 shares0.00%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC679 shares-22.22%2025-12-312026-01-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available