Avant Financial Advisors LLC
69 holdingsFiling period: 2026-06-30Current AUM: $159.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 42.7K | $15.8M | $16.0M | 10.04% | -66 | 2026-06-30 |
| 2 | DFSV | Dimensional ETF Trust | 361.8K | $14.0M | $14.1M | 8.83% | +31.2K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 184.2K | $13.1M | $12.8M | 8.00% | -1,221 | 2026-06-30 |
| 4 | AVEM | American Centy ETF TR | 91.4K | $8.8M | $8.0M | 4.99% | +5.1K | 2026-06-30 |
| 5 | MUNI | PIMCO ETF TR | 133.9K | $7.0M | $6.8M | 4.29% | +5.9K | 2026-06-30 |
| 6 | AVDV | American Centy ETF TR | 60.1K | $6.2M | $6.4M | 3.98% | +1.4K | 2026-06-30 |
| 7 | DFUS | Dimensional ETF Trust | 73.2K | $6.0M | $6.1M | 3.82% | +3.2K | 2026-06-30 |
| 8 | DFEM | Dimensional ETF Trust | 137.1K | $5.6M | $5.1M | 3.18% | -422 | 2026-06-30 |
| 9 | DISV | Dimensional ETF Trust | 134.0K | $5.4M | $5.7M | 3.56% | +1.3K | 2026-06-30 |
| 10 | VCIT | Vanguard Scottsdale Fds | 56.1K | $4.6M | $4.5M | 2.79% | +7.2K | 2026-06-30 |
| 11 | MUB | iShares TR | 42.7K | $4.6M | $4.4M | 2.78% | -37 | 2026-06-30 |
| 12 | AVUV | American Centy ETF TR | 35.8K | $4.5M | $4.4M | 2.75% | +649 | 2026-06-30 |
| 13 | SPTI | Spdr Series Trust | 157.3K | $4.5M | $4.3M | 2.72% | +20.7K | 2026-06-30 |
| 14 | DFIC | Dimensional ETF Trust | 112.3K | $4.2M | $4.2M | 2.64% | +4.4K | 2026-06-30 |
| 15 | BNDX | Vanguard Charlotte Fds | 76.5K | $3.7M | $3.6M | 2.26% | +2.8K | 2026-06-30 |
| 16 | VCSH | Vanguard Scottsdale Fds | 42.8K | $3.4M | $3.3M | 2.08% | +3.4K | 2026-06-30 |
| 17 | VTIP | Vanguard Malvern Fds | 64.6K | $3.2M | $3.2M | 1.97% | +3.3K | 2026-06-30 |
| 18 | AAPL | Apple Inc | 10.5K | $3.0M | $3.6M | 2.27% | -1,025 | 2026-06-30 |
| 19 | DFAT | Dimensional ETF Trust | 42.1K | $2.9M | $2.9M | 1.83% | +1.5K | 2026-06-30 |
| 20 | IWV | iShares TR | 6.8K | $2.9M | $2.9M | 1.84% | +282 | 2026-06-30 |
| 21 | DFGR | Dimensional ETF Trust | 86.2K | $2.5M | $2.4M | 1.50% | +1.1K | 2026-06-30 |
| 22 | SUB | iShares TR | 23.4K | $2.5M | $2.5M | 1.55% | +1.8K | 2026-06-30 |
| 23 | VWO | Vanguard Intl Equity Index F | 36.3K | $2.2M | $2.0M | 1.28% | -648 | 2026-06-30 |
| 24 | AVDE | American Centy ETF TR | 21.7K | $1.9M | $1.9M | 1.21% | +2.2K | 2026-06-30 |
| 25 | AVUS | American Centy ETF TR | 14.7K | $1.9M | $1.9M | 1.19% | +1.2K | 2026-06-30 |
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