Avant Financial Advisors LLC
- SEC CIK
- 0002063243
- 最新申報
- 2026/7/9
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/24 申報。只含多頭部位。
- 持股檔數
- 64
- 2024 年第 3 季沒有申報
- 總值
- $1.09 億
- 2024 年第 3 季沒有申報
Avant Financial Advisors LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,701 | $1,122 萬 | 10.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 179,338 | $857.6 萬 | 7.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 258,759 | $796.5 萬 | 7.3% | – | – | – |
| AAPLApple Inc. | Stock | 17,967 | $449.9 萬 | 4.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 67,836 | $432.5 萬 | 4.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 39,002 | $415.6 萬 | 3.8% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 70,260 | $413.1 萬 | 3.8% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 133,161 | $353.8 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 133,092 | $348.6 萬 | 3.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 51,736 | $336.7 萬 | 3.1% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 59,533 | $308.0 萬 | 2.8% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 31,355 | $302.7 萬 | 2.8% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 37,103 | $297.8 萬 | 2.7% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 109,171 | $282.2 萬 | 2.6% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 101,035 | $281.7 萬 | 2.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 33,155 | $258.6 萬 | 2.4% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 41,154 | $229.1 萬 | 2.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 41,704 | $204.6 萬 | 1.9% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 40,831 | $197.7 萬 | 1.8% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 66,363 | $169.5 萬 | 1.6% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,957 | $165.7 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,866 | $162.9 萬 | 1.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 34,490 | $151.9 萬 | 1.4% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,986 | $148.2 萬 | 1.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 41,281 | $142.8 萬 | 1.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,499 | $142.4 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,393 | $118.3 萬 | 1.1% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 17,061 | $104.7 萬 | 1.0% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 10,637 | $103.1 萬 | 0.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 46,707 | $86.4 萬 | 0.8% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,172 | $78.8 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,211 | $71.3 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 20,080 | $71.2 萬 | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,118 | $65.5 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,195 | $63.0 萬 | 0.6% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 26,019 | $62.4 萬 | 0.6% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 7,449 | $60.2 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,018 | $59.8 萬 | 0.5% | – | – | – |
| MCKMcKesson Corp | Stock | 1,014 | $57.8 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,672 | $53.9 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,990 | $53.6 萬 | 0.5% | – | – | 歷史 |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 12,574 | $52.7 萬 | 0.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,685 | $52.6 萬 | 0.5% | – | – | – |
| TSLATesla, Inc. | Stock | 1,285 | $51.9 萬 | 0.5% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,939 | $50.4 萬 | 0.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,965 | $49.9 萬 | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 848 | $49.7 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 909 | $46.5 萬 | 0.4% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 18,742 | $45.1 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 9,363 | $38.3 萬 | 0.4% | – | – | – |
| PFEPfizer Inc | Stock | 12,506 | $33.2 萬 | 0.3% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 186 | $31.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 4,704 | $30.6 萬 | 0.3% | – | – | – |
| AVAAvista Corp | COM | 8,099 | $29.7 萬 | 0.3% | – | – | 歷史 |
| LOANManhattan Bridge Capital, Inc | REIT | 290,280 | $29.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,065 | $27.3 萬 | 0.3% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 10,296 | $26.6 萬 | 0.2% | – | – | – |
| NETCloudflare, Inc. | CL A COM | 2,400 | $25.8 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,300 | $25.0 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 611 | $23.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,940 | $22.2 萬 | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,103 | $21.8 萬 | 0.2% | – | – | – |
| BMOBank of Montreal | COM | 2,080 | $20.2 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,230 | $20.0 萬 | 0.2% | – | – | – |