AVALON CAPITAL MANAGEMENT Quant / Systematic

Location: Port Of Redwood City, CA

CIK: 0001510809 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value: $227M (100.0% shares, 0.0% debt)

Holdings (60)

TLT ISHARES TR 14.2%
Value $32.31M Shares 218,051 Est. Cost $148.19 Unrealized
AMZN AMAZON COM INC 6.5%
Value $14.76M Shares 4,427 Est. Cost $102.02 Unrealized +67.8%
GLD SPDR GOLD TR 6.1%
Value $13.77M Shares 80,514 Est. Cost $148.08 Unrealized
JVAL J P MORGAN EXCHANGE-TRADED F 5.4%
Value $12.27M Shares 319,480 Est. Cost $32.32 Unrealized
AAPL APPLE INC 5.4%
Value $12.25M Shares 69,008 Est. Cost $99.31 Unrealized +55.8%
SPY SPDR S&P 500 ETF TR 5.2%
Value $11.89M Shares 25,035 Est. Cost $474.98 Unrealized
JEPI J P MORGAN EXCHANGE-TRADED F 4.5%
Value $10.24M Shares 162,057 Est. Cost $59.73 Unrealized
CSCO CISCO SYS INC 4.3%
Value $9.788M Shares 154,450 Est. Cost $49.35 Unrealized +2.3%
GOOGL ALPHABET INC 4.1%
Value $9.337M Shares 3,223 Est. Cost $67.18 Unrealized +112.8%
JQUA J P MORGAN EXCHANGE-TRADED F 3.9%
Value $8.923M Shares 196,114 Est. Cost $25.50 Unrealized
KJAN INNOVATOR ETFS TR 3.8%
Value $8.712M Shares 268,888 Est. Cost $31.05 Unrealized
SCHH SCHWAB STRATEGIC TR 3.8%
Value $8.682M Shares 164,784 Est. Cost $42.76 Unrealized
NJAN INNOVATOR ETFS TR 3.4%
Value $7.676M Shares 180,567 Est. Cost $39.87 Unrealized
GOOG ALPHABET INC 2.9%
Value $6.667M Shares 2,304 Est. Cost $95.35 Unrealized +50.5%
IGE ISHARES TR 2.8%
Value $6.273M Shares 199,281 Est. Cost $29.44 Unrealized
PAVE GLOBAL X FDS 2.7%
Value $6.197M Shares 215,262 Est. Cost $25.19 Unrealized
MSFT MICROSOFT CORP 2.7%
Value $6.066M Shares 18,036 Est. Cost $261.18 Unrealized +20.0%
MRVL MARVELL TECHNOLOGY INC 2.2%
Value $4.917M Shares 56,197 Est. Cost $73.44 Unrealized 0.0%
DGRW WISDOMTREE TR 2.1%
Value $4.797M Shares 72,833 Est. Cost $59.49 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.0%
Value $4.475M Shares 65,203 Est. Cost $68.63 Unrealized
KJUL INNOVATOR ETFS TR 1.7%
Value $3.959M Shares 149,613 Est. Cost $26.46 Unrealized
KOCT INNOVATOR ETFS TR 1.1%
Value $2.496M Shares 91,091 Est. Cost $27.40 Unrealized
GDX VANECK ETF TRUST 1.0%
Value $2.355M Shares 73,537 Est. Cost $32.02 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value $1.46M Shares 2,575 Est. Cost $307.89 Unrealized +103.0%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.6%
Value $1.336M Shares 95,046 Est. Cost $14.06 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value $1.216M Shares 8,265 Est. Cost $147.13 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $1.151M Shares 6,726 Est. Cost $150.12 Unrealized -3.4%
DIS DISNEY WALT CO 0.5%
Value $1.103M Shares 7,122 Est. Cost $174.14 Unrealized -9.4%
PG PROCTER AND GAMBLE CO 0.5%
Value $1.096M Shares 6,700 Est. Cost $127.72 Unrealized +5.0%
BX BLACKSTONE INC 0.4%
Value $912K Shares 7,050 Est. Cost $100.33 Unrealized +15.7%
A AGILENT TECHNOLOGIES INC 0.3%
Value $624K Shares 3,910 Est. Cost $151.43 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $602K Shares 2,015 Est. Cost $282.99 Unrealized +1.2%
HPQ HP INC 0.2%
Value $556K Shares 14,762 Est. Cost $28.19 Unrealized 0.0%
EJUL INNOVATOR ETFS TR 0.2%
Value $525K Shares 20,475 Est. Cost $25.65 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value $443K Shares 3,100 Est. Cost $115.50 Unrealized -0.2%
HON HONEYWELL INTL INC 0.2%
Value $442K Shares 2,121 Est. Cost $194.15 Unrealized -4.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $415K Shares 2,012 Est. Cost $187.06 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value $378K Shares 800 Est. Cost $287.01 Unrealized +53.9%
CVX CHEVRON CORP NEW 0.2%
Value $378K Shares 3,221 Est. Cost $84.51 Unrealized +13.7%
WPC WP CAREY INC 0.2%
Value $372K Shares 4,538 Est. Cost $74.26 Unrealized
ADVISORS INNER CIRCLE FD III 0.2%
Value $352K Shares 13,530 Est. Cost $26.61 Unrealized
NUGT DIREXION SHS ETF TR 0.2%
Value $348K Shares 6,800 Est. Cost $51.18 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value $347K Shares 1,840 Est. Cost $170.14 Unrealized 0.0%
NOCT INNOVATOR ETFS TR 0.2%
Value $345K Shares 8,525 Est. Cost $40.47 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value $321K Shares 6,687 Est. Cost $41.59 Unrealized +6.8%
NVDA NVIDIA CORPORATION 0.1%
Value $318K Shares 1,080 Est. Cost $20.72 Unrealized +32.5%
CRM SALESFORCE COM INC 0.1%
Value $317K Shares 1,249 Est. Cost $250.91 Unrealized +10.6%
DGP DEUTSCHE BK AG LONDON BRH 0.1%
Value $311K Shares 7,900 Est. Cost $39.37 Unrealized
MS MORGAN STANLEY 0.1%
Value $296K Shares 3,013 Est. Cost $85.71 Unrealized +1.2%
PNOV INNOVATOR ETFS TR 0.1%
Value $279K Shares 9,000 Est. Cost $31.00 Unrealized
PALL ABERDEEN STD PALLADIUM ETF T 0.1%
Value $273K Shares 1,550 Est. Cost $176.13 Unrealized
IAPR INNOVATOR ETFS TR 0.1%
Value $252K Shares 9,750 Est. Cost $25.85 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $239K Shares 15,175 Est. Cost $13.35 Unrealized 0.0%
UJUL INNOVATOR ETFS TR 0.1%
Value $235K Shares 8,500 Est. Cost $27.65 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value $231K Shares 3,800 Est. Cost $60.79 Unrealized
PMAY INNOVATOR ETFS TR 0.1%
Value $214K Shares 7,015 Est. Cost $29.51 Unrealized
V VISA INC 0.1%
Value $205K Shares 948 Est. Cost $208.13 Unrealized 0.0%
PROSHARES TR 0.1%
Value $156K Shares 12,500 Est. Cost $12.48 Unrealized
AMPIO PHARMACEUTICALS INC 0.0%
Value $15,000 Shares 26,455 Est. Cost $1.66 Unrealized
AQUA METALS INC 0.0%
Value $12,000 Shares 10,000 Est. Cost $1.20 Unrealized