Avant Financial Advisors

Avant Financial Advisors as of Dec. 31, 2024

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