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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 Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004842

Total Value
$220.6M
Positions
15
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (15)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769393,500$111.4M50.51%
2ISHARES TR464287440769,849$75.5M34.24%
3VANGUARD INTL EQUITY INDEX F922042775184,236$11.6M5.26%
4ISHARES TR46428715050,294$6.3M2.86%
5SCHWAB STRATEGIC TR80852480596,614$4.0M1.80%
6SCHWAB STRATEGIC TR80852410255,637$3.7M1.68%
7VANGUARD STAR FDS92190976835,990$2.3M1.06%
8BOK FINL CORP05561Q20113,037$1.4M0.62%
9FIFTH THIRD BANCORPFITBM31,192$1.3M0.61%
10NVIDIA CORPORATIONNVDA5,881$714,1890.32%
11APPLE INCAAPL2,622$610,9260.28%
12MICROSOFT CORPMSFT1,381$594,2440.27%
13VANGUARD INDEX FDS9229083631,032$544,5550.25%
14WESBANCO INCWSBCO11,131$331,4810.15%
15SPDR S&P 500 ETF TRSPY403$231,2250.10%