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Home > Institutional Investor > Avalon Advisory Group > Profile

Instuitional Investor - Avalon Advisory Group

Fund Profile
Filing Period:
Fund Name: Avalon Advisory Group
Portfolio Value $232,795,339
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 382,988 $116,401,453 50%
2.
Ishares Trust
 IEF 822,589 $78,779,389 33.84%
3.
Vanguard Intl Equity Index Funds
 VWO 203,413 $13,673,391 5.87%
4.
Ishares Trust
 IEF 58,490 $7,898,490 3.39%
5.
Schwab Strategic Trust
 FNDF 177,646 $3,925,977 1.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)