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The Analysis of Avant Financial Advisors LLC's Holdings & P&L

Currently, Avant Financial Advisors LLC holds 65 types of securities in its portfolio with a total value $142.2M. In the most recent quarter, they have increased their positions in MUB (+13.7K shares, valued at $1.5M), DFSV (+15.7K shares, valued at $551.1K), MUNI (+6.2K shares, valued at $325.4K); decreased their positions in REET (-11.7K shares, valued at $295.4K), MCK (-100 shares, valued at $86.5K), NVDA (-200 shares, valued at $34.9K).

1M P&L

+3.7M+2.45%

3M P&L

+3.4M+2.28%

HY P&L

+14.8M+10.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A131.4M

92.9%

2Consumer Electronics2.9M

2.1%

3Software - Infrastructure1.9M

1.3%

Top Industries by Stock Count

1N/A49 stocks

77.8%

2Internet Retail2 stocks

3.2%

3Software - Infrastructure2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS42.7K shares2.28%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS185.4K shares0.84%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST330.6K shares5.00%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR86.3K shares3.61%2026-03-312026-04-23

MUNI PIMCO ETF TR128.0K shares5.12%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR58.7K shares2.69%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST132.7K shares-0.60%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST70.0K shares0.80%2026-03-312026-04-23

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DFEM DIMENSIONAL ETF TRUST137.5K shares0.32%2026-03-312026-04-23

MUB ISHARES TR42.7K shares47.31%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS48.9K shares2.28%2026-03-312026-04-23

SPTI SPDR SERIES TRUST136.7K shares3.30%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR35.2K shares0.23%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST107.9K shares0.30%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS73.7K shares4.65%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS39.4K shares4.39%2026-03-312026-04-23

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VTIP VANGUARD MALVERN FDS61.3K shares6.84%2026-03-312026-04-23

AAPL APPLE INC11.6K shares0.00%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST40.6K shares-0.60%2026-03-312026-04-23

IWV ISHARES TR6.5K shares11.03%2026-03-312026-04-23

SUB ISHARES TR21.6K shares5.18%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST85.1K shares1.46%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F36.9K shares-1.14%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR19.4K shares0.18%2026-03-312026-04-23

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AVUS AMERICAN CENTY ETF TR13.5K shares0.79%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST37.0K shares-0.65%2026-03-312026-04-23

SLYV SPDR SERIES TRUST14.9K shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP3.7K shares-1.13%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR48.1K shares6.44%2026-03-312026-04-23

AMZN AMAZON COM INC5.7K shares0.44%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST20.1K shares0.00%2026-03-312026-04-23

STIP ISHARES TR7.8K shares12.95%2026-03-312026-04-23

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IVV ISHARES TR1.2K shares0.33%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.2K shares5.12%2026-03-312026-04-23

AVRE AMERICAN CENTY ETF TR17.1K shares9.25%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR22.3K shares7.12%2026-03-312026-04-23

MCK MCKESSON CORP790 shares-11.24%2026-03-312026-04-23

VBR VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-23

IGSB ISHARES TR12.4K shares0.00%2026-03-312026-04-23

FIS FIDELITY NATL INFORMATION SV13.2K shares0.00%2026-03-312026-04-23

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IWB ISHARES TR1.7K shares0.00%2026-03-312026-04-23

BMO BANK MONTREAL MEDIUM4.2K shares0.00%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR909 shares-2.15%2026-03-312026-04-23

NET CLOUDFLARE INC2.4K shares0.00%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR18.7K shares0.00%2026-03-312026-04-23

DFUV DIMENSIONAL ETF TRUST9.4K shares0.00%2026-03-312026-04-23

SHM SPDR SERIES TRUST9.1K shares2.29%2026-03-312026-04-23

REET ISHARES TR16.3K shares-41.90%2026-03-312026-04-23

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GLD SPDR GOLD TR943 shares0.32%2026-03-312026-04-23

META META PLATFORMS INC663 shares-6.36%2026-03-312026-04-23

PFE PFIZER INC12.5K shares0.00%2026-03-312026-04-23

NVDA NVIDIA CORPORATION1.9K shares-9.41%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST4.7K shares0.00%2026-03-312026-04-23

TSLA TESLA INC882 shares0.57%2026-03-312026-04-23

AVA AVISTA CORP8.1K shares0.00%2026-03-312026-04-23

MELI MERCADOLIBRE INC186 shares0.00%2026-03-312026-04-23

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SCHP SCHWAB STRATEGIC TR11.9K shares0.00%2026-03-312026-04-23

SDY SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-23

IEFA ISHARES TR3.1K shares0.00%2026-03-312026-04-23

VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-04-23

EFA ISHARES TR2.5K shares0.00%2026-03-312026-04-23

IAGG ISHARES TR4.7K shares0.00%2026-03-312026-04-23

IJR ISHARES TR1.8K shares4.27%2026-03-312026-04-23

BROADCOM INC BROADCOM INC670 shares0.00%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC626 shares0.00%2026-03-312026-04-23

VTI

VANGUARD INDEX FDS

2.28%

Shares42.7K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

0.84%

Shares185.4K

Event2026-03-31

Filed2026-04-23

DFSV

DIMENSIONAL ETF TRUST

5.00%

Shares330.6K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

3.61%

Shares86.3K

Event2026-03-31

Filed2026-04-23

MUNI

PIMCO ETF TR

5.12%

Shares128.0K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

2.69%

Shares58.7K

Event2026-03-31

Filed2026-04-23

DISV

DIMENSIONAL ETF TRUST

-0.60%

Shares132.7K

Event2026-03-31

Filed2026-04-23

DFUS

DIMENSIONAL ETF TRUST

0.80%

Shares70.0K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

0.32%

Shares137.5K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

47.31%

Shares42.7K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

2.28%

Shares48.9K

Event2026-03-31

Filed2026-04-23

SPTI

SPDR SERIES TRUST

3.30%

Shares136.7K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

0.23%

Shares35.2K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

0.30%

Shares107.9K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

4.65%

Shares73.7K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

4.39%

Shares39.4K

Event2026-03-31

Filed2026-04-23

VTIP

VANGUARD MALVERN FDS

6.84%

Shares61.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

-0.60%

Shares40.6K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

11.03%

Shares6.5K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

5.18%

Shares21.6K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

1.46%

Shares85.1K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

-1.14%

Shares36.9K

Event2026-03-31

Filed2026-04-23

AVDE

AMERICAN CENTY ETF TR

0.18%

Shares19.4K

Event2026-03-31

Filed2026-04-23

AVUS

AMERICAN CENTY ETF TR

0.79%

Shares13.5K

Event2026-03-31

Filed2026-04-23

DFAC

DIMENSIONAL ETF TRUST

-0.65%

Shares37.0K

Event2026-03-31

Filed2026-04-23

SLYV

SPDR SERIES TRUST

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-1.13%

Shares3.7K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

6.44%

Shares48.1K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.44%

Shares5.7K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

12.95%

Shares7.8K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.33%

Shares1.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

5.12%

Shares1.2K

Event2026-03-31

Filed2026-04-23

AVRE

AMERICAN CENTY ETF TR

9.25%

Shares17.1K

Event2026-03-31

Filed2026-04-23

SCHE

SCHWAB STRATEGIC TR

7.12%

Shares22.3K

Event2026-03-31

Filed2026-04-23

MCK

MCKESSON CORP

-11.24%

Shares790

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-23

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

BMO

BANK MONTREAL MEDIUM

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-2.15%

Shares909

Event2026-03-31

Filed2026-04-23

NET

CLOUDFLARE INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-23

SHM

SPDR SERIES TRUST

2.29%

Shares9.1K

Event2026-03-31

Filed2026-04-23

REET

ISHARES TR

-41.90%

Shares16.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

0.32%

Shares943

Event2026-03-31

Filed2026-04-23