Avant Financial Advisors

Avant Financial Advisors as of March 31, 2025

Portfolio Holdings for Avant Financial Advisors

Avant Financial Advisors holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.7 $11M 39k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.4 $9.3M 183k 50.83
Dimensional Etf Trust Us Small Cap Val (DFSV) 6.8 $7.5M 268k 28.15
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.1 $4.5M 76k 60.17
Ishares Tr National Mun Etf (MUB) 4.0 $4.4M 42k 105.44
Dimensional Etf Trust Us Equity Market (DFUS) 3.8 $4.1M 69k 60.48
Dimensional Etf Trust Intl Small Cap V (DISV) 3.5 $3.9M 133k 29.12
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.5 $3.9M 55k 69.74
Apple (AAPL) 3.5 $3.8M 17k 222.13
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.2 $3.5M 133k 26.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $3.4M 41k 81.76
Spdr Ser Tr Portfli Intrmdit (SPTI) 2.9 $3.2M 111k 28.58
Dimensional Etf Trust Intl Core Equity (DFIC) 2.7 $3.0M 108k 27.77
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.5 $2.8M 54k 51.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $2.8M 35k 78.94
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $2.6M 54k 48.82
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.3 $2.5M 29k 87.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $2.1M 43k 49.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $2.1M 41k 51.49
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $1.9M 72k 26.26
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.7 $1.8M 24k 78.40
Ishares Tr Russell 3000 Etf (IWV) 1.5 $1.6M 5.1k 317.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.5M 34k 45.26
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $1.5M 14k 105.60
Microsoft Corporation (MSFT) 1.3 $1.4M 3.7k 375.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.3M 40k 32.99
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.2M 18k 66.27
Amazon (AMZN) 0.9 $1.0M 5.5k 190.26
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $1.0M 11k 92.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $940k 48k 19.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $801k 6.2k 128.95
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $790k 20k 39.36
Ishares Tr Core S&p500 Etf (IVV) 0.6 $687k 1.2k 561.90
McKesson Corporation (MCK) 0.6 $682k 1.0k 672.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $639k 12k 52.37
Ishares Tr Global Reit Etf (REET) 0.6 $629k 26k 24.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $623k 1.1k 559.39
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $562k 3.0k 186.29
American Centy Etf Tr Real Estate Etf (AVRE) 0.5 $545k 13k 43.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $541k 20k 27.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $530k 5.1k 103.47
Ishares Tr Rus 1000 Etf (IWB) 0.5 $525k 1.7k 306.74
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $524k 2.7k 194.03
Fidelity National Information Services (FIS) 0.5 $504k 6.7k 74.68
Meta Platforms Cl A (META) 0.4 $457k 792.00 576.43
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $456k 19k 24.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $426k 909.00 469.01
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $386k 9.4k 41.21
MercadoLibre (MELI) 0.3 $363k 186.00 1950.87
Avista Corporation (AVA) 0.3 $339k 8.1k 41.87
Pfizer (PFE) 0.3 $317k 13k 25.34
NVIDIA Corporation (NVDA) 0.3 $295k 2.7k 108.39
Manhattan Bridge Capital (LOAN) 0.3 $290k 290k 1.00
Tesla Motors (TSLA) 0.3 $289k 1.1k 259.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $281k 4.7k 59.75
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $280k 2.1k 135.68
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $277k 10k 26.89
Cloudflare Cl A Com (NET) 0.2 $271k 2.4k 112.69
Ishares Tr Msci Eafe Etf (EFA) 0.2 $257k 3.1k 81.73
Ishares Tr Core Msci Eafe (IEFA) 0.2 $237k 3.1k 75.65
Home Depot (HD) 0.2 $229k 626.00 366.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $209k 1.8k 115.60
Abbott Laboratories (ABT) 0.2 $208k 1.6k 132.65
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $201k 4.2k 47.60