Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVALON ADVISORY GROUP 01-28-2021 12-31-2020 10 200,381,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $102,326,000 525,718 51.07 49.36 -14,048 -2.60 12-31-2020
ISHARES TR BARCLAYS 7 10 YR 2 $68,392,000 570,169 34.13 35.44 28,459 5.25 12-31-2020
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 3 $8,230,000 141,013 4.11 3.88 -2,170 -1.52 12-31-2020
SCHWAB STRATEGIC TR INTL EQTY ETF 4 $5,268,000 146,292 2.63 2.56 -5,767 -3.79 12-31-2020
logo   

Please login to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6