Instuitional Investor - Avant Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Avant Financial Advisors Llc |
| Portfolio Value | $108,852,883 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 38,701 | $11,216,021 | 10.3% | |
| 2. | Vanguard Tax-Managed Fds | 179,338 | $8,575,938 | 7.88% | |
| 3. | Dimensional Etf Trust | 258,759 | $7,964,613 | 7.32% | |
| 4. | AAPL | 17,967 | $4,499,374 | 4.13% | |
| 5. | Dimensional Etf Trust | 67,836 | $4,324,545 | 3.97% |
