Avant Financial Advisors LLC
65 holdingsFiling period: 2026-03-31Current AUM: $154.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 42.7K | $13.7M | $15.7M | 10.17% | +954 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 185.4K | $11.9M | $13.1M | 8.46% | +1.5K | 2026-03-31 |
| 3 | DFSV | DIMENSIONAL ETF TRUST | 330.6K | $11.6M | $13.1M | 8.47% | +15.7K | 2026-03-31 |
| 4 | AVEM | AMERICAN CENTY ETF TR | 86.3K | $7.0M | $7.7M | 4.99% | +3.0K | 2026-03-31 |
| 5 | MUNI | PIMCO ETF TR | 128.0K | $6.7M | $6.6M | 4.28% | +6.2K | 2026-03-31 |
| 6 | AVDV | AMERICAN CENTY ETF TR | 58.7K | $5.9M | $6.1M | 3.97% | +1.5K | 2026-03-31 |
| 7 | DISV | DIMENSIONAL ETF TRUST | 132.7K | $5.2M | $5.6M | 3.63% | -802 | 2026-03-31 |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 70.0K | $5.0M | $5.7M | 3.69% | +558 | 2026-03-31 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | 137.5K | $4.7M | $5.2M | 3.35% | +436 | 2026-03-31 |
| 10 | MUB | ISHARES TR | 42.7K | $4.5M | $4.5M | 2.92% | +13.7K | 2026-03-31 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | 48.9K | $4.0M | $4.0M | 2.57% | +1.1K | 2026-03-31 |
| 12 | SPTI | SPDR SERIES TRUST | 136.7K | $3.9M | $3.8M | 2.48% | +4.4K | 2026-03-31 |
| 13 | AVUV | AMERICAN CENTY ETF TR | 35.2K | $3.9M | $4.4M | 2.85% | +81 | 2026-03-31 |
| 14 | DFIC | DIMENSIONAL ETF TRUST | 107.9K | $3.8M | $4.1M | 2.66% | +326 | 2026-03-31 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | 73.7K | $3.5M | $3.5M | 2.28% | +3.3K | 2026-03-31 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | 39.4K | $3.1M | $3.1M | 2.00% | +1.7K | 2026-03-31 |
| 17 | VTIP | VANGUARD MALVERN FDS | 61.3K | $3.1M | $3.0M | 1.97% | +3.9K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 11.6K | $2.9M | $3.6M | 2.31% | -- | 2026-03-31 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | 40.6K | $2.5M | $2.9M | 1.86% | -246 | 2026-03-31 |
| 20 | IWV | ISHARES TR | 6.5K | $2.4M | $2.8M | 1.78% | +644 | 2026-03-31 |
| 21 | SUB | ISHARES TR | 21.6K | $2.3M | $2.3M | 1.48% | +1.1K | 2026-03-31 |
| 22 | DFGR | DIMENSIONAL ETF TRUST | 85.1K | $2.3M | $2.5M | 1.64% | +1.2K | 2026-03-31 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 36.9K | $2.0M | $2.2M | 1.40% | -425 | 2026-03-31 |
| 24 | AVDE | AMERICAN CENTY ETF TR | 19.4K | $1.6M | $1.8M | 1.15% | +34 | 2026-03-31 |
| 25 | AVUS | AMERICAN CENTY ETF TR | 13.5K | $1.5M | $1.7M | 1.11% | +106 | 2026-03-31 |
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