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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 2025 · Filed November 13, 2025 · Accession 0001802119-25-000004

Total Value
$246.7M
Positions
18
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (18)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769381,775$125.3M50.78%
2ISHARES TR464287440834,969$80.5M32.65%
3VANGUARD INTL EQUITY INDEX F922042775203,782$14.5M5.90%
4ISHARES TR46428715058,427$8.5M3.45%
5SCHWAB STRATEGIC TR808524805177,646$4.1M1.68%
6SCHWAB STRATEGIC TR808524102157,915$4.1M1.65%
7VANGUARD STAR FDS92190976834,240$2.5M1.02%
8NVIDIA CORPORATIONNVDA5,881$1.1M0.44%
9F N B CORP30252010158,430$941,3070.38%
10FIFTH THIRD BANCORPFITBM20,363$907,1720.37%
11BOK FINL CORP05561Q2018,078$900,2120.36%
12VANGUARD INDEX FDS9229083631,376$842,7070.34%
13MICROSOFT CORPMSFT1,359$703,8940.29%
14APPLE INCAAPL2,613$665,3480.27%
15WESBANCO INCWSBCO11,138$355,6360.14%
16SPDR S&P 500 ETF TRSPY403$268,4710.11%
17AMAZON COM INCAMZN1,032$226,5960.09%
18ALPHABET INCGOOG873$212,6190.09%