Avant Financial Advisors

Avant Financial Advisors as of June 30, 2025

Portfolio Holdings for Avant Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 9.9 $12M 40k 303.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.6 $11M 183k 57.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.6 $9.2M 311k 29.43
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.6 $5.6M 81k 68.54
Ishares Tr National Mun Etf (MUB) 4.1 $4.9M 47k 104.48
Dimensional Etf Trust Us Equity Market (DFUS) 3.9 $4.7M 71k 67.02
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.8 $4.6M 58k 79.28
Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $4.4M 134k 32.91
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $4.0M 134k 29.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $3.5M 43k 82.92
Dimensional Etf Trust Intl Core Equity (DFIC) 2.8 $3.3M 108k 31.09
Spdr Series Trust Portfli Intrmdit (SPTI) 2.7 $3.3M 115k 28.77
Apple (AAPL) 2.6 $3.1M 15k 205.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $3.1M 34k 91.10
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $2.9M 59k 49.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.4 $2.9M 36k 79.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $2.3M 45k 50.27
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $2.3M 42k 53.96
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $2.1M 78k 26.83
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.1M 40k 51.36
Ishares Tr Russell 3000 Etf (IWV) 1.7 $2.1M 5.9k 351.00
Microsoft Corporation (MSFT) 1.5 $1.8M 3.7k 497.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.8M 36k 49.46
Ishares Tr Shrt Nat Mun Etf (SUB) 1.3 $1.6M 15k 106.34
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $1.4M 39k 35.84
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.4M 19k 74.01
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.2M 12k 100.82
Amazon (AMZN) 1.0 $1.2M 5.5k 219.39
Spdr Series Trust S&p 600 Smcp Val (SLYV) 1.0 $1.2M 15k 79.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.1M 48k 22.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $860k 20k 42.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $834k 6.3k 133.32
Ishares Tr Core S&p500 Etf (IVV) 0.6 $759k 1.2k 620.90
McKesson Corporation (MCK) 0.6 $743k 1.0k 732.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $688k 1.1k 617.85
Ishares Tr Global Reit Etf (REET) 0.5 $666k 27k 24.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $646k 12k 52.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $592k 20k 30.14
American Centy Etf Tr Real Estate Etf (AVRE) 0.5 $590k 13k 44.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $589k 3.0k 195.01
Meta Platforms Cl A (META) 0.5 $585k 792.00 738.19
Ishares Tr Rus 1000 Etf (IWB) 0.5 $582k 1.7k 339.57
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $552k 2.7k 204.71
Fidelity National Information Services (FIS) 0.5 $549k 6.7k 81.41
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $540k 5.2k 102.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $502k 909.00 551.78
MercadoLibre (MELI) 0.4 $486k 186.00 2613.63
Cloudflare Cl A Com (NET) 0.4 $470k 2.4k 195.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $457k 19k 24.38
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $396k 9.4k 42.28
NVIDIA Corporation (NVDA) 0.3 $336k 2.1k 158.02
Avista Corporation (AVA) 0.3 $307k 8.1k 37.95
Pfizer (PFE) 0.2 $303k 13k 24.24
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $300k 4.7k 63.72
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $280k 2.1k 135.73
Tesla Motors (TSLA) 0.2 $275k 865.00 317.66
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $275k 10k 26.68
Ishares Tr Msci Eafe Etf (EFA) 0.2 $265k 3.0k 89.39
Ishares Tr Core Msci Eafe (IEFA) 0.2 $262k 3.1k 83.48
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $250k 5.2k 47.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $243k 1.8k 134.39
Bank Of Montreal Cadcom (BMO) 0.2 $230k 2.1k 110.63
Home Depot (HD) 0.2 $230k 626.00 366.64
Abbott Laboratories (ABT) 0.2 $213k 1.6k 136.01