本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Avalon Advisory Group (CIK 1802119) reported $270.8M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($142.6M, 52.66%), IEF ($88.1M, 32.52%), VEU ($17.0M, 6.27%), ITOT ($8.3M, 3.07%), SCHF ($4.9M, 1.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $142.6M | 52.66% | 385,356 | Trimmed |
| 2 | IEF | ISHARES TR | $88.1M | 32.52% | 931,110 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $17.0M | 6.27% | 202,723 | Added |
| 4 | ITOT | ISHARES TR | $8.3M | 3.07% | 50,544 | Trimmed |
| 5 | SCHF | SCHWAB STRATEGIC TR | $4.9M | 1.82% | 177,423 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $4.5M | 1.65% | 154,624 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $2.6M | 0.95% | 30,045 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $947,587 | 0.35% | 1,380 | Trimmed |
| 9 | AAPL | APPLE INC | $420,151 | 0.16% | 1,452 | Hold |
| 10 | MSFT | MICROSOFT CORP | $400,623 | 0.15% | 1,074 | Hold |
| 11 | NVDA | NVIDIA CORPORATION | $326,347 | 0.12% | 1,631 | Hold |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $300,948 | 0.11% | 403 | Hold |
| 13 | GOOG | ALPHABET INC | $239,911 | 0.09% | 679 | New |
| 14 | IEI | ISHARES TR | $243,356 | 0.09% | 2,072 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30