Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVALON ADVISORY GROUP | 01-29-2024 | 12-31-2023 | 7 | 191,662,017 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $102,044,414 | 430,168 | 0.05 | 0.05 | 16,167 | 3.91 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 2 | $64,980,886 | 674,146 | 0.03 | 0.03 | 25,347 | 3.91 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3 | $10,072,709 | 179,421 | 0.01 | 0.01 | 3,818 | 2.17 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 4 | $5,755,555 | 54,695 | 0.00 | 0.00 | 18 | 0.03 | 12-31-2023 |
