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  Name: Avalon Advisory Group
  City: Wexford
  State: PA
  Zip: 15090
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $206,513,000
  Total Value Change : $14,850,000
  Securities Held Change : 6
   
All Securities Held : 13
  New Positions : 6
  Closed Positions : 0
  Increased Positions : 2
  Unchanged Positions : 2
  Decreased Positions : 3

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Holdings Found : 13     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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)1 Year Chart         VTI Vanguard Total Stock Market... 1 - $262.30 $108,009,000 415,579 52.3% 5,965,000 -14,589 0.042    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 2 - $93.11 $67,270,000 710,646 32.57% 2,289,000 36,500 0.255    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 3 - $57.31 $10,578,000 180,362 5.12% 505,000 941 0.037    Closed - End Fund - F...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 4 - $116.35 $6,254,000 54,244 3.03% 498,000 -451 0.015    Closed - End Fund - E...
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 5 - $39.72 $3,778,000 96,810 1.83% 200,000 0 0.011    Closed - End Fund - Debt
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 6 - $61.60 $3,414,000 55,916 1.65% 301,000 0 0.029    Closed - End Fund - Debt
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 7 New $38.56 $2,267,000 60,920 1.1% 2,267,000 60,920 0.009    Domestic Regional Banks
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 8 - $62.21 $2,198,000 36,458 1.06% 80,000 -76 0.006    Closed - End Fund - E...
   (BOKF)1 Year Chart         BOKF BOK Financial Corp 9 New $95.68 $1,199,000 13,037 0.58% 1,199,000 13,037 0.019    Domestic Regional Banks
   (MSFT)1 Year Chart         MSFT Microsoft Corp 10 New $420.21 $581,000 1,381 0.28% 581,000 1,381 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 11 New $189.87 $482,000 2,813 0.23% 482,000 2,813 0    Personal Computers
   (WSBC)1 Year Chart         WSBC Wesbanco Inc 12 New $29.11 $247,000 8,278 0.12% 247,000 8,278 0.012    Domestic Regional Banks
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 13 New $924.79 $236,000 261 0.11% 236,000 261 0    Semiconductor - Speci...
      13 Records Found
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