Avalon Advisory Group
- SEC CIK
- 0001802119
- Latest filing
- Jul 29, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.
- Positions
- 10
- No 13F data for Q4 2020
- Portfolio value
- $204.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 506,136 | $104.6M | 51.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 616,243 | $69.6M | 34.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 137,189 | $8.32M | 4.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 145,971 | $5.49M | 2.7% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 38,244 | $4.97M | 2.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 39,311 | $3.80M | 1.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 31,148 | $2.85M | 1.4% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,984 | $2.66M | 1.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 26,481 | $1.66M | 0.8% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 5,670 | $302.0K | 0.1% | – | – | – |