The Analysis of Avalon Advisory Group's Holdings
Currently, Avalon Advisory Group holds 18 types of securities in its portfolio with a total value $246.7M. In the most recent quarter, they have increased their positions in IEF (+12.4K shares, valued at $1.2M), FNB (+58.4K shares, valued at $941.3K), GOOG (+873 shares, valued at $212.6K); decreased their positions in BOKF (-3.7K shares, valued at $411.3K), VTI (-1.2K shares, valued at $398.1K), FITB (-4.8K shares, valued at $213.9K); initiated new positions in FNB (+58.4K shares, valued at $941.3K), GOOG (+873 shares, valued at $212.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS381.8K shares-0.32%2025-09-302025-11-13
IEF ISHARES TR835.0K shares1.51%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F203.8K shares0.18%2025-09-302025-11-13 ITOT ISHARES TR58.4K shares-0.11%2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR177.6K shares0.00%2025-09-302025-11-13 SCHB SCHWAB STRATEGIC TR157.9K shares-0.70%2025-09-302025-11-13 VXUS VANGUARD STAR FDS34.2K shares-1.08%2025-09-302025-11-13 NVDA NVIDIA CORPORATION5.9K shares0.00%2025-09-302025-11-13 FNB F N B CORP58.4K sharesnew addition2025-09-302025-11-13 FITB FIFTH THIRD BANCORP20.4K shares-19.08%2025-09-302025-11-13 BOKF BOK FINL CORP8.1K shares-31.36%2025-09-302025-11-13 VOO VANGUARD INDEX FDS1.4K shares0.29%2025-09-302025-11-13 MSFT MICROSOFT CORP1.4K shares0.00%2025-09-302025-11-13 AAPL APPLE INC2.6K shares-0.57%2025-09-302025-11-13 WSBC WESBANCO INC11.1K shares0.00%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR403 shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC1.0K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC873 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available