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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 $219,008,297
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 390,704 $113,229,845 51.7%
2.
Ishares Trust
 IEF 796,032 $73,593,197 33.6%
3.
Vanguard Intl Equity Index Funds
 VWO 190,987 $10,964,588 5%
4.
Ishares Trust
 IEF 46,242 $5,947,646 2.71%
5.
Schwab Strategic Trust
 FNDF 166,690 $3,783,863 1.72%
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)