Instuitional Investor - Avant Financial Advisors Llc
Fund Profile
Filing Period:
Fund Name: | Avant Financial Advisors Llc |
Portfolio Value | $121,379,883 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 39,659 | $12,053,560 | 9.93% | |
2. | Vanguard Tax-Managed Fds | 183,369 | $10,453,855 | 8.61% | |
3. | Dimensional Etf Trust | 311,396 | $9,164,372 | 7.55% | |
4. | American Centy Etf Tr | 81,053 | $5,555,383 | 4.58% | |
5. | Ishares Tr - NATIONAL MUN ETF | 47,217 | $4,933,233 | 4.06% |