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Home > Institutional Investor > Avant Financial Advisors Llc > 13F Holdings

Instuitional Investor - Avant Financial Advisors Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)