Avalon Advisory Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$221M
Signature - Title
Ian Cully - Partner
Location
Wexford, PA
Summary
This page shows a list of all the recent 13F filings made by Avalon Advisory Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avalon Advisory Group reported 15 stock holdings with total value $221M as of Q3 2024. Top holdings included VTI, IEF, VEU, ITOT, and SCHF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 15 $221M +$1.68M -$3.02M -$1.34M VTI, IEF, VEU, ITOT, SCHF 13F-HR 11/14/2024, 11:05 AM
Q2 2024 15 $210M +$5.74M -$4.86M +$878K VTI, IEF, VEU, ITOT, SCHF 13F-HR 8/14/2024, 04:18 PM
Q1 2024 13 $207M +$8.52M -$3.85M +$4.67M VTI, IEF, VEU, ITOT, SCHF 13F-HR 5/3/2024, 02:10 PM
Q4 2023 7 $192M +$6.75M -$607K +$6.14M VTI, IEF, VEU, ITOT, SCHF 13F-HR 1/29/2024, 04:07 PM
Q3 2023 9 $170M +$1.89M -$213K +$1.68M VTI, IEF, VEU, ITOT, SCHF 13F-HR 10/13/2023, 11:02 AM
Q2 2023 7 $176M +$1.74M -$34.5K +$1.71M VTI, IEF, VEU, ITOT, SCHF 13F-HR 8/9/2023, 12:40 PM
Q1 2023 7 $168M +$5.48M -$1.1M +$4.38M VTI, IEF, VEU, ITOT, SCHF 13F-HR 5/10/2023, 05:05 PM
Q4 2022 7 $155M $0 -$11.9M -$11.9M VTI, IEF, VEU, ITOT, SCHF 13F-HR 1/31/2023, 04:21 PM
Q3 2022 9 $160M +$5.31M -$4.39M +$927K VTI, IEF, VEU, ITOT, SCHF 13F-HR 11/10/2022, 02:24 PM
Q2 2022 10 $169M +$6.51M -$5.24M +$1.27M VTI, IEF, VEU, ITOT, SCHF 13F-HR 8/11/2022, 02:35 PM
Q1 2022 10 $190M +$3.75M -$2.5M +$1.24M VTI, IEF, VEU, SCHF, IEI 13F-HR 5/12/2022, 01:24 PM
Q4 2021 10 $203M +$264K -$29.7M -$29.4M VTI, IEF, VEU, IEI, SCHF 13F-HR 2/8/2022, 11:57 AM
Q3 2021 10 $222M +$6.71M -$390K +$6.32M VTI, IEF, VEU, IEI, SCHF 13F-HR 11/2/2021, 06:21 PM
Q2 2021 10 $217M +$4.03M -$2.82M +$1.21M VTI, IEF, VEU, SCHF, IEI 13F-HR 7/21/2021, 08:13 PM
Q1 2021 10 $204M +$5.92M -$4.95M +$964K VTI, IEF, VEU, SCHF, IEI 13F-HR 5/5/2021, 08:38 PM
Q4 2020 10 $200M +$3.41M -$4.26M -$844K VTI, IEF, VEU, SCHF, IEI 13F-HR 1/29/2021, 10:45 AM
Q3 2020 10 $186M +$4.25M -$3.95M +$294K VTI, IEF, VEU, SCHF, IEI 13F-HR 11/9/2020, 11:59 AM
Q2 2020 10 $177M +$7.32M -$7.17M +$145K VTI, IEF, VEU, SCHF, IEI 13F-HR 8/11/2020, 08:14 AM
Q1 2020 9 $157M +$18M -$3.4M +$14.6M VTI, IEF, VEU, IEI, SCHB 13F-HR 5/14/2020, 09:05 AM
Q4 2019 8 $158M $0 $0 VTI, IEF, VEU, IEI, TLH 13F-HR 2/6/2020, 03:15 PM