$170 Million is the total value of Avalon Advisory Group's 9 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $3,055,449 | -4.7% | 89,972 | 0.0% | 1.80% | -1.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 53.7% |
| ISHARES TR | 16 | Q3 2023 | 39.9% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 5.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.7% |
| VANGUARD STAR FDS | 16 | Q3 2023 | 2.0% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 2.7% |
| ISHARES TR | 15 | Q3 2023 | 3.2% |
| 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 |
|---|---|
| 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 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-08 |
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.