Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VTI) | 430,168 | +16,167 | $102,044 |
VTI | 430,168 | +16,167 | $102,044 |
ISHARES TR (IEF) | 674,146 | +25,347 | $64,981 |
IEF | 674,146 | +25,347 | $64,981 |
VANGUARD INTL EQUITY INDEX F (VEU) | 179,421 | +3,818 | $10,073 |
VEU | 179,421 | +3,818 | $10,073 |
ISHARES TR (ITOT) | 54,695 | +18 | $5,756 |
ITOT | 54,695 | +18 | $5,756 |
SCHWAB STRATEGIC TR | 96,810 | +6,838 | $3,578 |
SCHF | 96,810 | +6,838 | $3,578 |
SCHWAB STRATEGIC TR | 55,916 | UNCH | $3,113 |
SCHB | 55,916 | UNCH | $3,113 |
See Full List: All Stocks Held By Avalon Advisory Group
Including:
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Avalon Advisory Group
Size ($ in 1000's)
At 12/31/2023: $191,663 At 09/30/2023: $170,025 Avalon Advisory Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avalon Advisory Group 13F filings. Link to 13F filings: SEC filings |