Avalon Advisory Group — Q1 2025 13F 持股

Name: Avalon Advisory Group — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001802119

申报总市值

US$2.5亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	49.10%	-0.51%	-2.94%
2	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	35.44%	+0.78%	-0.92%
3	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	5.67%	+0.19%	+3.84%
4	ITOT	Ishares Core S&p Total U.s.	ETF-其他	3.24%	-0.19%	+21.95%
5	SCHF	Schwab Intl Equity ETF	ETF-其他	1.66%	+0.03%	-8.06%
6	SCHB	Schwab US Broad Market ETF	ETF-其他	1.43%	-0.12%	-15.64%
7	VXUS	Vanguard Total Intl Stock	ETF-其他	1.01%	+0.01%	-2.69%
8	BOKF	Bok Financial Corporation	股票-其他	0.58%	—	—
9	FITB	Fifth Third Bancorp	股票-金融	0.46%	—	-7.63%
10	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.33%	-0.02%	+30.17%
11	NVDA	Nvidia CORP	股票-科技	0.30%	-0.01%	—
12	AAPL	Apple INC	股票-科技	0.27%	-0.01%	—
13	MSFT	Microsoft CORP	股票-科技	0.24%	-0.05%	—
14	WSBC	Wesbanco INC	股票-其他	0.16%	—	+0.06%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.11%	—	—

Avalon Advisory Group 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VTI	Vanguard Total Stock Mkt ETF	—	NEW	新建仓
2	IEF	Ishares 7-10 Year Treasury B	—	NEW	新建仓
3	VEU	Vanguard Ftse All-world Ex-u	—	NEW	新建仓
4	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建仓
5	SCHF	Schwab Intl Equity ETF	—	NEW	新建仓
6	SCHB	Schwab US Broad Market ETF	—	NEW	新建仓
7	VXUS	Vanguard Total Intl Stock	—	NEW	新建仓
8	BOKF	Bok Financial Corporation	—	NEW	新建仓
9	FITB	Fifth Third Bancorp	—	NEW	新建仓
10	VOO	Vanguard S&p 500 ETF	—	NEW	新建仓
11	NVDA	Nvidia CORP	—	NEW	新建仓
12	AAPL	Apple INC	—	NEW	新建仓
13	MSFT	Microsoft CORP	—	NEW	新建仓
14	WSBC	Wesbanco INC	—	NEW	新建仓
15	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓