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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002063243

Avant Financial Advisors LLC

AUSTIN, TX · File #028-25472

Latest AUM
$139.1M
Positions
67
Top-10 Concentration
54.3%
Filings
5

Sector Allocation

Technology
4.3%$6.0M
Healthcare
0.7%$1.0M
Financials
0.4%$570,896
Utilities
0.2%$312,136

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876941,790$14.0M10.46%
2VANGUARD TAX-MANAGED FDS921943858183,841$11.5M8.57%
3DIMENSIONAL ETF TRUST25434V815314,848$10.4M7.73%
4AMERICAN CENTY ETF TR02507260483,312$6.4M4.79%
5PIMCO ETF TR72201R866121,730$6.4M4.76%
6AMERICAN CENTY ETF TR02507280257,198$5.4M4.01%
7DIMENSIONAL ETF TRUST25434V40169,427$5.1M3.84%
8DIMENSIONAL ETF TRUST25434V781133,502$5.1M3.79%
9DIMENSIONAL ETF TRUST25434V732137,037$4.5M3.38%
10VANGUARD SCOTTSDALE FDS92206C87047,812$4.0M2.99%
11SPDR SERIES TRUST78464A672132,292$3.8M2.85%
12DIMENSIONAL ETF TRUST25434V799107,598$3.7M2.77%
13AMERICAN CENTY ETF TR02507287735,089$3.6M2.67%
14VANGUARD CHARLOTTE FDS92203J40770,433$3.4M2.54%
15APPLE INCAAPL11,563$3.1M2.35%
16ISHARES TR46428841428,998$3.1M2.32%
17VANGUARD SCOTTSDALE FDS92206C40937,742$3.0M2.25%
18VANGUARD MALVERN FDS92202080557,395$2.8M2.12%
19DIMENSIONAL ETF TRUST25434V60940,857$2.4M1.82%
20ISHARES TR4642876895,838$2.3M1.69%