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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Avalon Advisory Group

Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003570

Total Value
$209.9M
Positions
15
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (15)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769399,889$107.0M50.95%
2ISHARES TR464287440753,843$70.6M33.63%
3VANGUARD INTL EQUITY INDEX F922042775185,333$10.9M5.18%
4ISHARES TR46428715051,107$6.1M2.89%
5SCHWAB STRATEGIC TR80852480596,614$3.7M1.77%
6SCHWAB STRATEGIC TR80852410255,637$3.5M1.67%
7VANGUARD STAR FDS92190976836,462$2.2M1.05%
8FIFTH THIRD BANCORPFITBM54,721$2.0M0.95%
9BOK FINL CORP05561Q20113,037$1.2M0.57%
10NVIDIA CORPORATIONNVDA5,760$711,5900.34%
11MICROSOFT CORPMSFT1,381$617,2380.29%
12APPLE INCAAPL2,622$552,2460.26%
13VANGUARD INDEX FDS9229083631,006$503,1310.24%
14WESBANCO INCWSBCO8,278$231,0390.11%
15SPDR S&P 500 ETF TRSPY403$219,3210.10%