AA

Avalon Advisory Group

13F
Avalon Advisory Group
Last update 2025-05-14 15 Stocks (0 new)
Value $212.00 Mil Turnover 1 %
Countries:
Top Holdings: VTI(49.10%)IEF(35.44%)VEU(5.67%)ITOT(3.24%)SCHF(1.66%)
Summary Stock Picks Current Portfolio
Avalon Advisory Group Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
379,212
104,222.6
-2.94%
49.100
-1.52%
0.020
-2.73%
+1.31%
465,358.1
 
IEF 		iShares 7-10 Year Treasury Bond ETF
788,697
75,218.1
-0.92%
35.440
-0.31%
0.220
+1.64%
+2.93%
34,374.2
 
VEU 		Vanguard FTSE All-World ex-US ETF
198,329
12,030.6
+3.84%
5.670
+0.21%
0.030
+5.74%
+12.94%
40,747.3
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
56,391
6,880.3
+21.95%
3.240
+0.58%
0.010
-2.73%
+1.33%
67,897.6
 
SCHF 		Schwab International Equity ETF
177,646
3,513.8
-8.06%
1.660
-0.13%
0.010
+6.16%
+14.54%
46,562.9
 
SCHB 		Schwab U.S. Broad Market ETF
140,625
3,027.7
-15.64%
1.430
-0.27%
0.010
-2.72%
+1.35%
33,032.5
 
VXUS 		Vanguard Total International Stock
34,638
2,151.0
-2.69%
1.010
-0.03%
0.000
+5.69%
+12.83%
84,627.1
 
BOKF 		BOK Financial Corp
11,769
1,225.7
0%
0.580
0%
0.020
-11.26%
-7.36%
6,268.7
Banks
FITB 		Fifth Third Bancorp
25,162
986.4
-7.63%
0.460
-0.04%
0.000
-9.17%
-5.34%
26,459.4
Banks
VOO 		Vanguard S&P 500 ETF
1,372
705.1
+30.17%
0.330
+0.08%
0.000
-2.24%
+1.73%
622,160.1
 

Avalon Advisory Group's Historical Top Holdings Breakdowns

Avalon Advisory Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-1.52%
●
271.18 ($290.53) 303.12
$292.58
0.71%
Reduce -2.94%
379,212
-11,492
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.58%
●
120.29 ($128.89) 134.6
$129.96
0.83%
Add 21.95%
56,391
10,149
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Reduce
-0.31%
●
91.17 ($93.56) 95.39
$93.97
0.44%
Reduce -0.92%
788,697
-7,335
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Reduce
-0.27%
●
21.23 ($22.75) 23.75
$22.94
0.84%
Reduce -15.64%
140,625
-26,065
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31Add
+0.21%
●
56.51 ($60.25) 62.98
$64.64
7.29%
Add 3.84%
198,329
7,342
SCHF 		Schwab International Equity ETF2025-03-31Reduce
-0.13%
●
18.36 ($19.62) 20.51
$21.19
8.00%
Reduce -8.06%
177,646
-15,582
AMZN 		Amazon.com Inc2025-03-31Sold Out
-0.10%
●
190.26 ($217) 242.06
$205.59
-5.26%
Sold Out
0
-991
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.08%
●
507.05 ($540.58) 563.67
$546.26
1.05%
Add 30.17%
1,372
318
FITB 		Fifth Third Bancorp2025-03-31Reduce
-0.04%
●
37.48 ($42.17) 44.96
$39.64
-6.00%
Reduce -7.63%
25,162
-2,078
VXUS 		Vanguard Total International Stock2025-03-31Reduce
-0.03%
●
58.01 ($61.77) 64.46
$66.29
7.32%
Reduce -2.69%
34,638
-959

Avalon Advisory Group Total Holding History ($B)

To

Avalon Advisory Group's Asset Allocation

To

Avalon Advisory Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Avalon Advisory Group's Hypothetical Growth since 2025-03-31

Avalon Advisory Group's Yearly Returns

Year Portfolio % % Excess Gain %

Avalon Advisory Group's Holdings Heat Map

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Avalon Advisory Group's Holdings Bubble Chart

Avalon Advisory Group News

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