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Portfolio (Quarterly) Guide ↗

Avalon Advisory Group

· CIK 0001802119
13F Portfolio $245M AUM 13 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 370,979.0 $124.4M 50.75% NEW $335.27 +10.8%
2 IEF ISHARES TR 888,019.0 $85.4M 34.84% NEW $96.16 -1.7%
3 VEU VANGUARD INTL EQUITY INDEX F 195,924.0 $14.4M 5.88% NEW $73.56 +14.2%
4 ITOT ISHARES TR 51,265.0 $7.6M 3.11% NEW $148.69 +11.0%
5 SCHF SCHWAB STRATEGIC TR 177,646.0 $4.3M 1.74% NEW $24.04 +15.5%
6 SCHB SCHWAB STRATEGIC TR 157,809.0 $4.1M 1.69% NEW $26.23 +10.9%
7 VXUS VANGUARD STAR FDS 30,200.0 $2.3M 0.93% NEW $75.44 +14.1%
8 VOO VANGUARD INDEX FDS 1,376.0 $863K 0.35% NEW $627.22 +10.6%
9 MSFT MICROSOFT CORP Technology 1,074.0 $519K 0.21% NEW $483.62 -11.9%
10 AAPL APPLE INC Technology 1,452.0 $395K 0.16% NEW $271.86 +14.0%
11 NVDA NVIDIA CORPORATION Technology 1,631.0 $304K 0.12% NEW $186.50 +14.6%
12 SPY SPDR S&P 500 ETF TR Financial Services 403.0 $275K 0.11% NEW $681.92 +10.6%
13 GOOG ALPHABET INC Communication Services 679.0 $213K 0.09% NEW $313.80 +22.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 71.4%
Financial Services 16.1%
Communication Services 12.5%