Avant Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD SCOTTSDALE FDS | $3.01M | 2.2% |
| ISHARES TR | $3.11M | 2.2% |
| Apple Inc. | $3.14M | 2.3% |
| VANGUARD CHARLOTTE FDS | $3.40M | 2.4% |
| AMERICAN CENTY ETF TR | $3.58M | 2.6% |
| DIMENSIONAL ETF TRUST | $3.71M | 2.7% |
| SPDR SERIES TRUST | $3.82M | 2.7% |
| VANGUARD SCOTTSDALE FDS | $4.00M | 2.9% |
| DIMENSIONAL ETF TRUST | $4.53M | 3.3% |
| DIMENSIONAL ETF TRUST | $5.07M | 3.6% |
| DIMENSIONAL ETF TRUST | $5.15M | 3.7% |
| AMERICAN CENTY ETF TR | $5.37M | 3.9% |
| PIMCO ETF TR | $6.38M | 4.6% |
| AMERICAN CENTY ETF TR | $6.42M | 4.6% |
| DIMENSIONAL ETF TRUST | $10.36M | 7.4% |
| VANGUARD TAX-MANAGED FDS | $11.48M | 8.3% |
| VANGUARD INDEX FDS | $14.01M | 10.1% |