Avalon Advisory Group Top Holdings and 13F Report (2025) About Avalon Advisory GroupInvestment ActivityAvalon Advisory Group has $219.01 million in total holdings as of December 31, 2024.Avalon Advisory Group owns shares of 16 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 3.35% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Avalon Advisory Group has purchased 15 new stocks and bought additional shares in 5 stocks.Avalon Advisory Group sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $113,229,845iShares 7-10 Year Treasury Bond ETF $73,593,197Vanguard FTSE All-World ex-US ETF $10,964,588iShares Core S&P Total U.S. Stock Market ETF $5,947,646Schwab US Broad Market ETF $3,783,863 Largest New Holdings this Quarter Amazon.com $217,415 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 111,053 shares (about $2.52M)iShares 7-10 Year Treasury Bond ETF 26,183 shares (about $2.42M)Schwab International Equity ETF 96,614 shares (about $1.79M)Vanguard FTSE All-World ex-US ETF 6,751 shares (about $387.58K)Amazon.com 991 shares (about $217.42K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,796 shares (about $810.31K)iShares Core S&P Total U.S. Stock Market ETF 4,052 shares (about $521.17K)Fifth Third Bancorp 3,952 shares (about $167.09K)BOK Financial 1,268 shares (about $134.98K)Vanguard Total International Stock ETF 393 shares (about $23.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvalon Advisory Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$113,229,845$810,308 ▼-0.7%390,70451.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$73,593,197$2,420,620 ▲3.4%796,03233.6%ETFVEUVanguard FTSE All-World ex-US ETF$10,964,588$387,576 ▲3.7%190,9875.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,947,646$521,168 ▼-8.1%46,2422.7%ETFSCHBSchwab US Broad Market ETF$3,783,863$2,520,903 ▲199.6%166,6901.7%ETFSCHFSchwab International Equity ETF$3,574,718$1,787,359 ▲100.0%193,2281.6%ETFVXUSVanguard Total International Stock ETF$2,097,730$23,159 ▼-1.1%35,5971.0%ETFBOKFBOK Financial$1,252,810$134,979 ▼-9.7%11,7690.6%FinanceFITBFifth Third Bancorp$1,151,707$167,091 ▼-12.7%27,2400.5%FinanceNVDANVIDIA$789,7590.0%5,8810.4%Computer and TechnologyAAPLApple$656,6010.0%2,6220.3%Computer and TechnologyMSFTMicrosoft$582,0920.0%1,3810.3%Computer and TechnologyVOOVanguard S&P 500 ETF$567,933$11,854 ▲2.1%1,0540.3%ETFWSBCWesBanco$362,2030.0%11,1310.2%FinanceSPYSPDR S&P 500 ETF Trust$236,1900.0%4030.1%FinanceAMZNAmazon.com$217,415$217,415 ▲New Holding9910.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
