StockDriftsStockDriftsTop 12 Avalon Advisory Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 50.24% | 388.2K | $124.5M | +4.63%(+17.19K) | $169.19(+115.56%) | 2026-03-31 | |
| IEF | ISHARES TR | 35.62% | 925.0K | $88.3M | +4.17%(+37.00K) | $106.48(-11.42%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.07% | 200.4K | $15.1M | +2.28%(+4.48K) | $53.63(+54.68%) | 2026-03-31 | |
| ITOT | ISHARES TR | 2.92% | 50.8K | $7.2M | -0.92%(-471) | $91.02(+77.96%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.77% | 177.6K | $4.4M | +0.00%(+0) | $15.02(+81.86%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.57% | 155.1K | $3.9M | -1.70%(-2.69K) | $13.51(+111.47%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 0.94% | 30.1K | $2.3M | -0.25%(-77) | $54.42(+56.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 0.33% | 1.4K | $829K | +0.80%(+11) | $493.10(+38.39%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.16% | 1.1K | $398K | +0.00%(+0) | $283.34(+43.01%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.15% | 1.5K | $369K | +0.00%(+0) | $165.79(+80.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.78% | +32.29% |
| Top 20 Holdings Unweighted | +13.61% | +46.64% |
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