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Ian Cully

@Avalon Advisory Group

Latest period2024 - Q4ReportedManaged Assets$219.008MTotal holdings16
Assets growth rate-0.72%Assets growth rate (2-Q avg)2.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avalon Advisory Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Avalon Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 219.008M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 2.18%. The portfolio is managed by Ian Cully, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -0.71%
51.71%
$113.23M
390,704 shares@ $289.81 avg price
ITOTIshares Tr
Recent Activity
Decreased -8.05%
2.72%
$5.948M
46,242 shares@ $128.62 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -1.09%
0.96%
$2.098M
35,597 shares@ $58.93 avg price
BOKFBok Finl Corp
Recent Activity
Decreased -9.72%
0.58%
$1.253M
11,769 shares@ $106.45 avg price
FITBFifth Third Bancorp
Recent Activity
Decreased -12.66%
0.53%
$1.152M
27,240 shares@ $42.28 avg price