13F HOLDINGS REPORT

Avant Financial Advisors LLC

Quarter ended Q1 2025 · Filed March 24, 2025 · Accession 0001951757-25-000286

Total Value

$108.9M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (64)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908769	38,701	$11.2M	10.30%
2	VANGUARD TAX-MANAGED FDS	921943858	179,338	$8.6M	7.88%
3	DIMENSIONAL ETF TRUST	25434V815	258,759	$8.0M	7.32%
4	APPLE INC	AAPL	17,967	$4.5M	4.13%
5	DIMENSIONAL ETF TRUST	25434V401	67,836	$4.3M	3.97%
6	ISHARES TR	464288414	39,002	$4.2M	3.82%
7	AMERICAN CENTY ETF TR	025072604	70,260	$4.1M	3.79%
8	DIMENSIONAL ETF TRUST	25434V781	133,161	$3.5M	3.25%
9	DIMENSIONAL ETF TRUST	25434V732	133,092	$3.5M	3.20%
10	AMERICAN CENTY ETF TR	025072802	51,736	$3.4M	3.09%
11	PIMCO ETF TR	72201R866	59,533	$3.1M	2.83%
12	AMERICAN CENTY ETF TR	025072877	31,355	$3.0M	2.78%
13	VANGUARD SCOTTSDALE FDS	92206C870	37,103	$3.0M	2.74%
14	DIMENSIONAL ETF TRUST	25434V799	109,171	$2.8M	2.59%
15	SPDR SER TR	78464A672	101,035	$2.8M	2.59%
16	VANGUARD SCOTTSDALE FDS	92206C409	33,155	$2.6M	2.38%
17	DIMENSIONAL ETF TRUST	25434V609	41,154	$2.3M	2.10%
18	VANGUARD CHARLOTTE FDS	92203J407	41,704	$2.0M	1.88%
19	VANGUARD MALVERN FDS	922020805	40,831	$2.0M	1.82%
20	DIMENSIONAL ETF TRUST	25434V658	66,363	$1.7M	1.56%
21	ISHARES TR	464287689	4,957	$1.7M	1.52%
22	MICROSOFT CORP	MSFT	3,866	$1.6M	1.50%
23	VANGUARD INTL EQUITY INDEX F	922042858	34,490	$1.5M	1.40%
24	SPDR SER TR	78464A300	16,986	$1.5M	1.36%
25	DIMENSIONAL ETF TRUST	25434V708	41,281	$1.4M	1.31%
26	ISHARES TR	464288158	13,499	$1.4M	1.31%
27	AMAZON COM INC	AMZN	5,393	$1.2M	1.09%
28	AMERICAN CENTY ETF TR	025072703	17,061	$1.0M	0.96%
29	AMERICAN CENTY ETF TR	025072885	10,637	$1.0M	0.95%
30	SCHWAB STRATEGIC TR	808524805	46,707	$864,080	0.79%
31	VANGUARD WHITEHALL FDS	921946406	6,172	$787,502	0.72%
32	ISHARES TR	464287200	1,211	$712,892	0.65%
33	DIMENSIONAL ETF TRUST	25434V807	20,080	$712,439	0.65%
34	SPDR S&P 500 ETF TR	SPY	1,118	$655,238	0.60%
35	ISHARES TR	464288646	12,195	$630,482	0.58%
36	ISHARES TR	46434V647	26,019	$623,676	0.57%
37	FIDELITY NATL INFORMATION SV	31620M106	7,449	$601,656	0.55%
38	VANGUARD INDEX FDS	922908611	3,018	$598,108	0.55%
39	MCKESSON CORP	MCK	1,014	$577,889	0.53%
40	ISHARES TR	464287622	1,672	$538,652	0.49%
41	NVIDIA CORPORATION	NVDA	3,990	$535,855	0.49%
42	AMERICAN CENTY ETF TR	025072356	12,574	$527,102	0.48%
43	VANGUARD SPECIALIZED FUNDS	921908844	2,685	$525,867	0.48%
44	TESLA INC	TSLA	1,285	$518,935	0.48%
45	SCHWAB STRATEGIC TR	808524706	18,939	$504,340	0.46%
46	ISHARES TR	46429B747	4,965	$499,479	0.46%
47	META PLATFORMS INC	META	848	$496,552	0.46%
48	INVESCO QQQ TR	IVZ	909	$464,800	0.43%
49	SCHWAB STRATEGIC TR	808524862	18,742	$450,933	0.41%
50	DIMENSIONAL ETF TRUST	25434V724	9,363	$383,134	0.35%
51	PFIZER INC	PFE	12,506	$331,785	0.30%
52	MERCADOLIBRE INC	MELI	186	$316,282	0.29%
53	DIMENSIONAL ETF TRUST	25434V500	4,704	$306,162	0.28%
54	AVISTA CORP	AVA	8,099	$296,667	0.27%
55	MANHATTAN BRDG CAP INC	562803106	290,280	$290,280	0.27%
56	SPDR SER TR	78464A763	2,065	$272,787	0.25%
57	SCHWAB STRATEGIC TR	808524870	10,296	$265,946	0.24%
58	CLOUDFLARE INC	NET	2,400	$258,432	0.24%
59	ISHARES TR	464287465	3,300	$249,513	0.23%
60	HOME DEPOT INC	HD	611	$237,684	0.22%
61	VANGUARD INTL EQUITY INDEX F	922042718	1,940	$222,092	0.20%
62	ISHARES TR	46432F842	3,103	$218,079	0.20%
63	BANK MONTREAL QUE	063671101	2,080	$201,864	0.19%
64	SPDR SER TR	78468R739	4,230	$200,460	0.18%