Portfolio (Quarterly)
Guide ↗
Avalon Trust Co
· CIK 0001798150| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | VMC | VULCAN MATLS CO | Basic Materials | 25 | $7K | — | SOLD |
| 22 | BA | BOEING CO | Industrials | 30 | $7K | — | SOLD |
| 23 | — | ALPHA TAU MEDICAL LTD | — | 14,500 | $5K | — | SOLD |
| 24 | INTC | INTEL CORP | Technology | 90 | $3K | — | SOLD |
| 25 | VYM | VANGUARD WHITEHALL FDS | — | 1 | $129.0 | — | SOLD |
| 26 | VHT | VANGUARD WORLD FD | — | — | $88.0 | — | SOLD |
| 27 | CGW | INVESCO EXCH TRADED FD TR II | — | — | $9.0 | — | SOLD |
| 28 | VTV | VANGUARD INDEX FDS | — | — | $9.0 | — | SOLD |
Sector Allocation
Technology
37.7%
Financial Services
12.3%
Consumer Cyclical
11.5%
Communication Services
10.5%
Industrials
9.9%
Healthcare
7.0%
Utilities
4.6%
Consumer Defensive
2.2%
Real Estate
1.9%
Basic Materials
1.9%