Avalon Advisory Group
CIK Number: 0001802119
219.01M
Market Value
16
# of Holdings
11 months
Avg. Holding Period
56.25%
Win Rate
3.74%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 267.20 | +9.62% | 390.7K | -0.71% | 113.23M | 163.95 | 51.70% |
| 2 | IEF | iShares 7-10 Ye... | 94.60 | -0.35% | 796.03K | +3.40% | 73.59M | 107.44 | 33.60% |
| 3 | VEU | Vanguard FTSE A... | 58.09 | +7.19% | 190.99K | +3.66% | 10.96M | 53.14 | 5.01% |
| 4 | ITOT | iShares Core S&... | 118.64 | +9.73% | 46.24K | -8.06% | 5.95M | 74.63 | 2.72% |
| 5 | SCHB | Schwab U.S. Bro... | 20.93 | +9.58% | 166.69K | +199.60% | 3.78M | 11.76 | 1.73% |
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