Avalon Advisory Group
CIK Number: 0001802119
219.01M
Market Value
15
# of Holdings
11 months
Avg. Holding Period
86.67%
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 | Vanguard Index ... | 293.04 | +1.57% | 393.5K | -1.60% | 111.42M | 163.95 | 50.51% | |
| 2 | Ishares Tr | 95.28 | +0.50% | 769.85K | +2.12% | 75.54M | 107.95 | 34.24% | |
| 3 | Vanguard Intl E... | 60.63 | -0.22% | 184.24K | -0.59% | 11.61M | 52.98 | 5.26% | |
| 4 | Ishares Tr | 130.06 | +1.59% | 50.29K | -1.59% | 6.32M | 74.63 | 2.86% | |
| 5 | Schwab Strategi... | 19.80 | +0.08% | 96.61K | 0.00% | 3.97M | 13.68 | 1.80% |
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