Avant Financial Advisors LLC
CIK 2063243 · Holdings on Mar 31, 2026 · First reported Apr 23, 2026
Top ten holdings
Q1 2026- VTI9.64%
- VEA8.35%
- DFSV8.14%
- AVEM4.89%
- MUNI4.70%
- AVDV4.12%
- DISV3.68%
- DFUS3.49%
- DFEM3.34%
- MUB3.19%
Share classes counted separately53.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUBWeight increased · +0.96 pp2.23% → 3.19%Shares +13.72K (+47.31%)
- DFSVWeight increased · +0.70 pp7.44% → 8.14%Shares +15.73K (+5.00%)
- VTIWeight decreased · -0.43 pp10.07% → 9.64%Shares +954 (+2.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $13.71M | 9.64% | 42.74K shares | 10.07% → 9.64%-0.43 pp +954 (+2.28%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.88M | 8.35% | 185.39K shares | 8.25% → 8.35%+0.10 pp +1.55K (+0.84%) | Added | ↗▾ |
| 03 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP VAL View history and evidence | $11.58M | 8.14% | 330.58K shares | 7.44% → 8.14%+0.70 pp +15.73K (+5.00%) | Added | ↗▾ |
| 04 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $6.96M | 4.89% | 86.32K shares | 4.61% → 4.89%+0.28 pp +3.00K (+3.61%) | Added | ↗▾ |
| 05 | MUNIPIMCO INTERMEDIATE MUNICIPALINTER MUN BD ACT View history and evidence | $6.68M | 4.70% | 127.97K shares | 4.59% → 4.70%+0.11 pp +6.24K (+5.12%) | Added | ↗▾ |
| 06 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $5.87M | 4.12% | 58.74K shares | 3.86% → 4.12%+0.26 pp +1.54K (+2.69%) | Added | ↗▾ |
| 07 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $5.23M | 3.68% | 132.70K shares | 3.65% → 3.68%+0.03 pp -802 (-0.60%) | Reduced | ↗▾ |
| 08 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $4.96M | 3.49% | 69.98K shares | 3.70% → 3.49%-0.21 pp +558 (+0.80%) | Added | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $4.75M | 3.34% | 137.47K shares | 3.26% → 3.34%+0.08 pp +436 (+0.32%) | Added | ↗▾ |
| 10 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $4.53M | 3.19% | 42.72K shares | 2.23% → 3.19%+0.96 pp +13.72K (+47.31%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VYM VANGUARD HIGH DVD YIELD ETF | Non-derivative | -6,332 | -$908.78K | SEC filing ↗ | SEC filing ↗ |
| VIG VANGUARD DIVIDEND APPREC ETF | Non-derivative | -2,732 | -$600.36K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2063243 · Period Mar 31, 2026
Data loaded Sep 23, 2026 · First reported Apr 23, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142244741
}Research all 65 reported holdings.
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