Universe · entity
Avalon Advisory Group
Institutional manager (13F) · CIK 1802119
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $248M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $125M | 388,171 |
| 2 | ISHARES TR | $88M | 925,015 |
| 3 | VANGUARD INTL EQUITY INDEX F | $15M | 200,400 |
| 4 | ISHARES TR | $7M | 50,794 |
| 5 | SCHWAB STRATEGIC TR | $4M | 177,646 |
| 6 | SCHWAB STRATEGIC TR | $4M | 155,123 |
| 7 | VANGUARD STAR FDS | $2M | 30,123 |
| 8 | VANGUARD INDEX FDS | $829k | 1,387 |
| 9 | MICROSOFT CORP | $398k | 1,074 |
| 10 | APPLE INC | $369k | 1,452 |
| 11 | NVIDIA CORPORATION | $284k | 1,631 |
| 12 | STATE STR SPDR S&P 500 ETF T | $262k | 403 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.