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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 2025 · Filed July 14, 2025 · Accession 0001172661-25-002583

Total Value
$232.8M
Positions
16
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (16)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769382,988$116.4M50.00%
2ISHARES TR464287440822,589$78.8M33.84%
3VANGUARD INTL EQUITY INDEX F922042775203,413$13.7M5.87%
4ISHARES TR46428715058,490$7.9M3.39%
5SCHWAB STRATEGIC TR808524805177,646$3.9M1.69%
6SCHWAB STRATEGIC TR808524102159,033$3.8M1.63%
7VANGUARD STAR FDS92190976834,614$2.4M1.03%
8BOK FINL CORP05561Q20111,769$1.1M0.49%
9FIFTH THIRD BANCORPFITBM25,165$1.0M0.44%
10NVIDIA CORPORATIONNVDA5,881$929,1390.40%
11VANGUARD INDEX FDS9229083631,372$779,3860.33%
12MICROSOFT CORPMSFT1,359$675,9800.29%
13APPLE INCAAPL2,628$539,1870.23%
14WESBANCO INCWSBCO11,138$352,2950.15%
15SPDR S&P 500 ETF TRSPY403$248,9940.11%
16AMAZON COM INCAMZN1,032$226,4100.10%