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| Name: |
Avalon Advisory Group |
| City: |
Wexford |
| State: |
PA |
| Zip: |
15090 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$253.53 |
$102,044,000 |
430,168 |
53.24% |
14,106,000 |
16,167 |
0.043 |
Closed - End Fund - E... |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
2 |
- |
$92.46 |
$64,981,000 |
674,146 |
33.9% |
5,557,000 |
25,347 |
0.242 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
3 |
- |
$57.31 |
$10,073,000 |
179,421 |
5.26% |
964,000 |
3,818 |
0.036 |
Closed - End Fund - F... |
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ITOT |
iShares Core S&P Total US |
4 |
- |
$112.47 |
$5,756,000 |
54,695 |
3% |
606,000 |
18 |
0.015 |
Closed - End Fund - E... |
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SCHF |
Schwab Strategic Trust |
5 |
- |
$38.52 |
$3,578,000 |
96,810 |
1.87% |
523,000 |
6,838 |
0.011 |
Closed - End Fund - Debt |
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SCHB |
Schwab Strategic Trust |
6 |
- |
$59.54 |
$3,113,000 |
55,916 |
1.62% |
326,000 |
0 |
0.029 |
Closed - End Fund - Debt |
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VXUS |
Vanguard Total Internationa... |
7 |
- |
$60.39 |
$2,118,000 |
36,534 |
1.11% |
152,000 |
-191 |
0.006 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
8 |
Closed |
$173.12 |
$0 |
0 |
0% |
-257,000 |
-1,693 |
0 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
9 |
Closed |
$338.99 |
$0 |
0 |
0% |
-339,000 |
-1,246 |
0 |
Closed - End Fund - E... |
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