Avant Financial Advisors

Avant Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Avant Financial Advisors

Avant Financial Advisors holds 65 positions in its portfolio as reported in the September 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 $13M 40k 328.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $11M 184k 59.92
Dimensional Etf Trust Us Small Cap Val (DFSV) 7.8 $10M 327k 31.84
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.7 $6.3M 84k 75.11
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.1 $5.4M 103k 52.28
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.0 $5.3M 59k 89.03
Dimensional Etf Trust Us Equity Market (DFUS) 3.9 $5.1M 71k 72.44
Dimensional Etf Trust Intl Small Cap V (DISV) 3.6 $4.7M 132k 35.69
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.3 $4.3M 135k 32.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $3.7M 44k 84.11
Dimensional Etf Trust Intl Core Equity (DFIC) 2.7 $3.5M 108k 32.79
Spdr Series Trust Portfli Intrmdit (SPTI) 2.6 $3.5M 120k 28.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.6 $3.4M 35k 99.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.5 $3.3M 67k 49.46
Apple (AAPL) 2.4 $3.2M 13k 254.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $2.9M 37k 79.93
Ishares Tr National Mun Etf (MUB) 2.1 $2.8M 27k 106.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $2.7M 53k 50.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.8 $2.4M 42k 58.21
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $2.3M 84k 27.31
Ishares Tr Russell 3000 Etf (IWV) 1.6 $2.2M 5.7k 378.94
Microsoft Corporation (MSFT) 1.4 $1.9M 3.7k 518.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.9M 35k 54.18
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $1.9M 18k 106.78
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $1.5M 19k 78.90
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.4M 38k 38.57
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $1.4M 13k 108.70
Spdr Series Trust S&p 600 Smcp Val (SLYV) 1.0 $1.3M 15k 88.65
Amazon (AMZN) 1.0 $1.3M 5.9k 219.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $1.0M 45k 23.28
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $926k 20k 46.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $887k 6.3k 140.94
Ishares Tr Core S&p500 Etf (IVV) 0.6 $818k 1.2k 669.30
McKesson Corporation (MCK) 0.6 $783k 1.0k 772.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $742k 1.1k 666.18
Ishares Tr Global Reit Etf (REET) 0.5 $713k 28k 25.56
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $704k 6.8k 103.36
American Centy Etf Tr Real Estate Etf (AVRE) 0.5 $669k 15k 44.48
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $662k 20k 33.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $654k 12k 53.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $630k 3.0k 208.71
Ishares Tr Rus 1000 Etf (IWB) 0.5 $626k 1.7k 365.48
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $585k 2.7k 215.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $546k 909.00 600.54
Meta Platforms Cl A (META) 0.4 $541k 737.00 734.50
Cloudflare Cl A Com (NET) 0.4 $515k 2.4k 214.59
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $457k 19k 24.40
Fidelity National Information Services (FIS) 0.3 $445k 6.7k 65.94
MercadoLibre (MELI) 0.3 $435k 186.00 2336.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $418k 9.4k 44.69
Spdr Series Trust Nuveen Ice Short (SHM) 0.3 $397k 8.2k 48.22
NVIDIA Corporation (NVDA) 0.3 $397k 2.1k 186.54
Tesla Motors (TSLA) 0.3 $385k 865.00 444.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $322k 4.7k 68.47
Pfizer (PFE) 0.2 $319k 13k 25.48
Avista Corporation (AVA) 0.2 $306k 8.1k 37.81
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $289k 2.1k 140.05
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $280k 10k 26.95
Ishares Tr Msci Eafe Etf (EFA) 0.2 $277k 3.0k 93.37
Ishares Tr Core Msci Eafe (IEFA) 0.2 $274k 3.1k 87.31
Bank Of Montreal Cadcom (BMO) 0.2 $271k 2.1k 130.25
Home Depot (HD) 0.2 $254k 626.00 405.19
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $247k 1.7k 142.55
Broadcom (AVGO) 0.2 $221k 670.00 329.91
Abbott Laboratories (ABT) 0.2 $210k 1.6k 133.94