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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 $191,662,017
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 430,168 $102,044,414 53.24%
2.
Ishares Trust
 IEF 674,146 $64,980,886 33.9%
3.
Vanguard Intl Equity Index Funds
 VWO 179,421 $10,072,709 5.25%
4.
Ishares Trust
 IEF 54,695 $5,755,555 3%
5.
Schwab Strategic Trust
 FNDF 96,810 $3,578,098 1.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)