AVALON ADVISORY GROUP

Stock Holdings
Option Holdings
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Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
379,212-11,492-2.94%
Created with Highcharts 10.1.0
$158.7049.10%0.02%104,222,5452025-03-31
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
788,697-7,335-0.92%
Created with Highcharts 10.1.0
$109.1235.44%0.22%75,218,0732025-03-31
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
198,329+7,342+3.84%
Created with Highcharts 10.1.0
$53.155.67%0.03%12,030,6212025-03-31
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
56,391+10,149+21.95%
Created with Highcharts 10.1.0
$81.203.24%0.01%6,880,2662025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
177,646-15,582-8.06%
Created with Highcharts 10.1.0
$12.471.66%0.00%3,513,8382025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
140,625-26,065-15.64%
Created with Highcharts 10.1.0
$10.901.43%0.00%3,027,6562025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
34,638-959-2.69%
Created with Highcharts 10.1.0
$54.181.01%0.00%2,151,0412025-03-31
BOKF
BOK FINANCIAL
11,76900.00%
Created with Highcharts 10.1.0
$84.730.58%0.02%1,225,7412025-03-31
FITB
FIFTH THIRD BANCORP
25,162-2,078-7.63%
Created with Highcharts 10.1.0
$34.730.46%0.00%986,3502025-03-31
VOO
VANGUARD 500 INDEX FUND
1,372+318+30.17%
Created with Highcharts 10.1.0
$494.840.33%0.00%705,1292025-03-31
NVDA
NVIDIA
5,88100.00%
Created with Highcharts 10.1.0
$93.940.30%0.00%637,3832025-03-31
AAPL
APPLE
2,62200.00%
Created with Highcharts 10.1.0
$180.310.27%0.00%582,4252025-03-31
MSFT
MICROSOFT
1,38100.00%
Created with Highcharts 10.1.0
$404.220.24%0.00%518,4142025-03-31
WSBC
WESBANCO
11,138+7+0.06%
Created with Highcharts 10.1.0
$29.560.16%0.01%344,8322025-03-31
SPY
SPDR S&P 500 ETF
40300.00%
Created with Highcharts 10.1.0
$520.980.11%0.00%225,4342025-03-31
AMZN
AMAZON
0-991
Closed
Created with Highcharts 10.1.0
$0.000.00%0.00%02025-03-31