Avant Financial Advisors LLC
CIK 2063243 · Holdings on Dec 31, 2024 · First reported Mar 24, 2025
Top ten holdings
Q4 2024- VTI10.30%
- VEA7.88%
- DFSV7.32%
- AAPL4.13%
- DFUS3.97%
- MUB3.82%
- AVEM3.79%
- DISV3.25%
- DFEM3.20%
- AVDV3.09%
Share classes counted separately50.75%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $11.22M | 10.30% | 38.70K shares | Prior unavailable — | — | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.58M | 7.88% | 179.34K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $7.96M | 7.32% | 258.76K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $4.50M | 4.13% | 17.97K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $4.32M | 3.97% | 67.84K shares | Prior unavailable — | — | ↗▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $4.16M | 3.82% | 39.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $4.13M | 3.79% | 70.26K shares | Prior unavailable — | — | ↗▾ |
| 08 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $3.54M | 3.25% | 133.16K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $3.49M | 3.20% | 133.09K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $3.37M | 3.09% | 51.74K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2063243 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Mar 24, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108852883
}Research all 64 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.