Avant Financial Advisors LLC: 13F holdings
CIK 20632432026Q2
| Positions | 69 |
|---|---|
| Reported value | $160.6m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 42,678 | $15.8m | 9.8% |
| DIMENSIONAL ETF TRUST | 361,776 | $14.0m | 8.7% |
| VEA VANGUARD TAX-MANAGED FDS | 184,168 | $13.1m | 8.2% |
| AVEM AMERICAN CENTY ETF TR | 91,426 | $8.8m | 5.5% |
| MUNI PIMCO ETF TR | 133,893 | $7.0m | 4.4% |
| AVDV AMERICAN CENTY ETF TR | 60,142 | $6.2m | 3.9% |
| DFUS DIMENSIONAL ETF TRUST | 73,187 | $6.0m | 3.7% |
| DFEM DIMENSIONAL ETF TRUST | 137,051 | $5.6m | 3.5% |
| DISV DIMENSIONAL ETF TRUST | 133,997 | $5.4m | 3.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 56,116 | $4.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063243")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.