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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 $245,062,324
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 370,979 $124,378,101 50.75%
2.
Ishares Trust
 IEF 888,019 $85,391,948 34.84%
3.
Vanguard Intl Equity Index Funds
 VWO 195,924 $14,412,176 5.88%
4.
Ishares Trust
 IEF 51,265 $7,622,593 3.11%
5.
Schwab Strategic Trust
 FNDF 177,646 $4,270,610 1.74%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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