Avalon Advisory Group: 13F holdings
CIK 18021192026Q2
| Positions | 14 |
|---|
| Reported value | $270.8m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 14 (+2 vs prior quarter) |
|---|
| Reported value | $270.8m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 385,356 | $142.6m | 52.7% |
| IEF ISHARES TR | 931,110 | $88.1m | 32.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 202,723 | $17.0m | 6.3% |
| ITOT ISHARES TR | 50,544 | $8.3m | 3.1% |
| SCHF SCHWAB STRATEGIC TR | 177,423 | $4.9m | 1.8% |
| SCHB SCHWAB STRATEGIC TR | 154,624 | $4.5m | 1.7% |
| VXUS VANGUARD STAR FDS | 30,045 | $2.6m | 0.9% |
| VOO VANGUARD INDEX FDS | 1,380 | $947,587 | 0.3% |
| AAPL APPLE INC | 1,452 | $420,151 | 0.2% |
| MSFT MICROSOFT CORP | 1,074 | $400,623 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802119")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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