test

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
IEFIshares Tr
Recent Activity
Increased 3.41%
33.61%
$73.593M
796,032 shares@ $92.46 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 3.67%
5.01%
$10.965M
190,987 shares@ $57.42 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 199.61%
1.73%
$3.784M
166,690 shares@ $22.7 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
1.64%
$3.575M
193,228 shares@ $18.5 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.14%
0.26%
$567,933
1,054 shares@ $538.84 avg price