Avant Financial Advisors LLC Incresed Positions in Q1 2025

Avant Financial Advisors LLC

  • $110 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
3.93K
+ 2.19%
$47.4 - $52.99 $186K - $208K
183K $9.32B
BNDX
Vanguard Total International B

ETFs
12.3K
+ 29.61%
$48.33 - $49.5 $597K - $611K
54.1K $2.64B
AVDV
American Centy ETF Tr Avantis

ETFs
3.62K
+ 7.0%
$63.74 - $71.96 $231K - $261K
55.4K $3.86B
AVEM
American Centy ETF Tr Avantis

ETFs
5.35K
+ 7.62%
$57.11 - $62.4 $306K - $334K
75.6K $4.55B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.9K
+ 10.51%
$79.17 - $82.04 $309K - $320K
41K $3.35B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
6.48K
+ 38.15%
$77.33 - $90.16 $501K - $584K
23.5K $1.84B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.99K
+ 9.89%
$27.64 - $28.58 $276K - $286K
111K $3.17B
MUB
Ishares National Muni Bond ETF

ETFs
3.01K
+ 7.71%
$104.71 - $107.69 $315K - $324K
42K $4.43B
Dimensional ETF Trust
5.59K
+ 8.43%
N/A
72K $1.89B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.01K
+ 6.05%
$77.7 - $78.94 $156K - $158K
35.2K $2.78B
AVDE
American Centy ETF Tr Avantis

ETFs
871
+ 5.11%
$60.63 - $68.55 $52.8K - $59.7K
17.9K $1.19B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
814
+ 1.74%
$18.36 - $20.51 $14.9K - $16.7K
47.5K $940M
SUB
Ishares Short Term National Mu

ETFs
505
+ 3.74%
$105.3 - $106.24 $53.2K - $53.7K
14K $1.48B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
325
+ 0.24%
$25.35 - $27.46 $8.24K - $8.92K
133K $3.53B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
695
+ 3.67%
$25.81 - $28.52 $17.9K - $19.8K
19.6K $541M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
160
+ 3.22%
$100.59 - $103.47 $16.1K - $16.6K
5.13K $530M
IEFA
Ishares Tr

ETFs
34
+ 1.1%
$69.57 - $78.65 $2.37K - $2.67K
3.14K $237M
AVRE
American Centy ETF Tr Avantis
91
+ 0.72%
$40.62 - $44.31 $3.7K - $4.03K
12.7K $545M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 0.66%
$126.11 - $135.06 $5.17K - $5.54K
6.21K $801M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.48%
N/A
2.7K $523M
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 2.45%
$347.25 - $424.87 $5.21K - $6.37K
626 $229M
AVUS
American Centy ETF Tr Avantis

ETFs
390
+ 3.67%
$90.7 - $101.57 $35.4K - $39.6K
11K $1.02B
IWB
Ishares Tr Russell 1000 ETF

ETFs
41
+ 2.45%
$302.31 - $337.54 $12.4K - $13.8K
1.71K $525M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.91%
$554.06 - $615.85 $6.09K - $6.77K
1.22K $687M
IWV
Ishares Russell 3000 ETF

ETFs
170
+ 3.43%
$313.1 - $349.83 $53.2K - $59.5K
5.13K $1.63B
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.85%
$190.26 - $242.06 $19K - $24.2K
5.49K $1.05B
DFUS
Dimensional ETF Tr U S Equity

ETFs
709
+ 1.05%
$59.61 - $66.71 $42.3K - $47.3K
68.5K $4.15B
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.09K
+ 3.51%
$27.56 - $32.1 $250K - $292K
268K $7.54B
VTI
Vanguard Total Stock Market Et

ETFs
357
+ 0.92%
$271.18 - $303.12 $96.8K - $108K
39.1K $10.7B
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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