Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 19 | Q2 2024 | 53.7% |
ISHARES TR | 19 | Q2 2024 | 39.9% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 5.5% |
SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.7% |
VANGUARD STAR FDS | 19 | Q2 2024 | 2.0% |
ISHARES TR | 18 | Q2 2024 | 3.2% |
SCHWAB STRATEGIC TR | 18 | Q2 2024 | 2.7% |
ISHARES TR | 10 | Q1 2022 | 2.8% |
ISHARES TR | 10 | Q1 2022 | 2.3% |
ISHARES TR | 10 | Q2 2022 | 0.2% |
View Avalon Advisory Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-03 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-13 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
View Avalon Advisory Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.