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Avant Financial Advisors

Latest statistics and disclosures from Avant Financial Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002063243

Tip: Access up to 7 years of quarterly data

Positions held by Avant Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avant Financial Advisors

Avant Financial Advisors holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	10.3	$11M	39k	289.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.9	$8.6M	179k	47.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	7.3	$8.0M	259k	30.78	View chart
Apple (AAPL)	4.1	$4.5M	18k	250.42	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.0	$4.3M	68k	63.75	View chart
Ishares Tr National Mun Etf (MUB)	3.8	$4.2M	39k	106.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$4.1M	70k	58.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	3.3	$3.5M	133k	26.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$3.5M	133k	26.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$3.4M	52k	65.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	2.8	$3.1M	60k	51.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$3.0M	31k	96.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$3.0M	37k	80.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$2.8M	109k	25.84	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	2.6	$2.8M	101k	27.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.4	$2.6M	33k	78.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.1	$2.3M	41k	55.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$2.0M	42k	49.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.8	$2.0M	41k	48.42	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$1.7M	66k	25.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.5	$1.7M	5.0k	334.25	View chart
Microsoft Corporation (MSFT)	1.5	$1.6M	3.9k	421.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$1.5M	35k	44.04	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.4	$1.5M	17k	87.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$1.4M	41k	34.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$1.4M	14k	105.48	View chart
Amazon (AMZN)	1.1	$1.2M	5.4k	219.39	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.0M	17k	61.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$1.0M	11k	96.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$864k	47k	18.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$788k	6.2k	127.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$713k	1.2k	588.68	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$712k	20k	35.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$655k	1.1k	586.08	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$631k	12k	51.70	View chart
Ishares Tr Global Reit Etf (REET)	0.6	$624k	26k	23.97	View chart
Fidelity National Information Services (FIS)	0.6	$602k	7.4k	80.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$598k	3.0k	198.18	View chart
McKesson Corporation (MCK)	0.5	$578k	1.0k	569.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$539k	1.7k	322.16	View chart
NVIDIA Corporation (NVDA)	0.5	$536k	4.0k	134.30	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$527k	13k	41.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$526k	2.7k	195.85	View chart
Tesla Motors (TSLA)	0.5	$519k	1.3k	403.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$504k	19k	26.63	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$500k	5.0k	100.60	View chart
Meta Platforms Cl A (META)	0.5	$497k	848.00	585.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$465k	909.00	511.33	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$451k	19k	24.06	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$383k	9.4k	40.92	View chart
Pfizer (PFE)	0.3	$332k	13k	26.53	View chart
MercadoLibre (MELI)	0.3	$316k	186.00	1700.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$306k	4.7k	65.09	View chart
Avista Corporation (AVA)	0.3	$297k	8.1k	36.63	View chart
Manhattan Bridge Capital (LOAN)	0.3	$290k	290k	1.00	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$273k	2.1k	132.10	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$266k	10k	25.83	View chart
Cloudflare Cl A Com (NET)	0.2	$258k	2.4k	107.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$250k	3.3k	75.61	View chart
Home Depot (HD)	0.2	$238k	611.00	389.01	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$222k	1.9k	114.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$218k	3.1k	70.28	View chart
Bank Of Montreal Cadcom (BMO)	0.2	$202k	2.1k	97.05	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$201k	4.2k	47.39	View chart

Past Filings by Avant Financial Advisors

SEC 13F filings are viewable for Avant Financial Advisors going back to 2024

Avant Financial Advisors 2024 Q4 filed March 24, 2025

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