Instuitional Investor - Avant Financial Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Avant Financial Advisors Llc |
| Portfolio Value | $110,258,583 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 39,058 | $10,734,701 | 9.74% | |
| 2. | Vanguard Tax-Managed Fds | 183,270 | $9,315,613 | 8.45% | |
| 3. | Dimensional Etf Trust | 267,845 | $7,539,825 | 6.84% | |
| 4. | American Centy Etf Tr | 75,614 | $4,549,703 | 4.13% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 42,010 | $4,429,535 | 4.02% |
