Avalon Advisory Group - Portfolio overview

Avalon Advisory Group has 18 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 49.54%
  2. IEF - ISHARES TR, 35.12%
  3. VEU - VANGUARD INTL EQUITY INDEX F, 5.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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