Avant Financial Advisors LLC Purchases in Q4 2024

Avant Financial Advisors LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
38.7K
New
$280.04 - $302.45 $10.8M - $11.7M
38.7K $11.2B
VEA
Vanguard Ftse Developed Market

ETFs
179K
New
$47.57 - $52.44 $8.53M - $9.4M
179K $8.58B
DFSV
Dimensional ETF Tr Dimensional

ETFs
259K
New
$30.18 - $33.87 $7.81M - $8.76M
259K $7.96B
AAPL
Apple Inc.

Technology
18K
New
$221.69 - $259.02 $3.98M - $4.65M
18K $4.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
67.8K
New
$61.52 - $66.5 $4.17M - $4.51M
67.8K $4.32B
MUB
Ishares National Muni Bond ETF

ETFs
39K
New
$105.78 - $108.7 $4.13M - $4.24M
39K $4.16B
AVEM
American Centy ETF Tr Avantis

ETFs
70.3K
New
$58.59 - $66.14 $4.12M - $4.65M
70.3K $4.13B
DISV
Dimensional ETF Tr Dimensional

ETFs
133K
New
$26.18 - $28.77 $3.49M - $3.83M
133K $3.54B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
133K
New
$26.16 - $28.82 $3.48M - $3.84M
133K $3.49B
AVDV
American Centy ETF Tr Avantis

ETFs
51.7K
New
$63.85 - $70.4 $3.3M - $3.64M
51.7K $3.37B
AVUV
American Centy ETF Tr Avantis

ETFs
31.4K
New
$94.37 - $106.41 $2.96M - $3.34M
31.4K $3.03B
VCIT
Vanguard Intermediate Term Cor

ETFs
37.1K
New
$80.13 - $83.77 $2.97M - $3.11M
37.1K $2.98B
DFIC
Dimensional ETF Tr Dimensional

ETFs
109K
New
$25.61 - $28.0 $2.8M - $3.06M
109K $2.82B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
101K
New
$27.8 - $29.05 $2.81M - $2.94M
101K $2.82B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.2K
New
$77.86 - $79.27 $2.58M - $2.63M
33.2K $2.59B
DFAT
Dimensional ETF Tr U S Target

ETFs
41.2K
New
$54.54 - $61.04 $2.24M - $2.51M
41.2K $2.29B
BNDX
Vanguard Total International B

ETFs
41.7K
New
$48.91 - $50.61 $2.04M - $2.11M
41.7K $2.05B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
40.8K
New
$48.33 - $49.08 $1.97M - $2M
40.8K $1.98B
Dimensional ETF Trust
66.4K
New
N/A
66.4K $1.69B
IWV
Ishares Russell 3000 ETF

ETFs
4.96K
New
$323.08 - $349.08 $1.6M - $1.73M
4.96K $1.66B
MSFT
Microsoft Corp

Technology
3.87K
New
$406.35 - $454.46 $1.57M - $1.76M
3.87K $1.63B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34.5K
New
$44.04 - $49.49 $1.52M - $1.71M
34.5K $1.52B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
17K
New
$84.34 - $95.14 $1.43M - $1.62M
17K $1.48B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.3K
New
$33.92 - $36.6 $1.4M - $1.51M
41.3K $1.43B
SUB
Ishares Short Term National Mu

ETFs
13.5K
New
$104.94 - $106.2 $1.42M - $1.43M
13.5K $1.42B
AMZN
Amazon Com Inc

Consumer Cyclical
5.39K
New
$180.88 - $232.93 $975K - $1.26M
5.39K $1.18B
AVDE
American Centy ETF Tr Avantis

ETFs
17.1K
New
$60.9 - $66.69 $1.04M - $1.14M
17.1K $1.05B
AVUS
American Centy ETF Tr Avantis

ETFs
10.6K
New
$94.36 - $102.06 $1M - $1.09M
10.6K $1.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46.7K
New
$18.41 - $40.87 $860K - $1.91M
46.7K $864M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.17K
New
$126.68 - $134.74 $782K - $832K
6.17K $788M
IVV
Ishares Core S&P 500 ETF

ETFs
1.21K
New
$570.51 - $610.59 $691K - $739K
1.21K $713M
DFIV
Dimensional ETF Tr

ETFs
20.1K
New
$34.86 - $37.97 $700K - $762K
20.1K $712M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.12K
New
$567.81 - $607.81 $635K - $680K
1.12K $655M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.2K
New
$51.54 - $52.55 $629K - $641K
12.2K $630M
REET
Ishares Global Reit ETF

ETFs
26K
New
$23.43 - $26.54 $610K - $691K
26K $624M
FIS
Fidelity National Information Services, Inc.

Technology
7.45K
New
$80.14 - $90.95 $597K - $677K
7.45K $602M
VBR
Vanguard Small Cap Value ETF

ETFs
3.02K
New
$197.36 - $217.3 $596K - $656K
3.02K $598M
MCK
Mckesson Corp

Healthcare
1.01K
New
$482.27 - $628.5 $489K - $637K
1.01K $578M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.67K
New
$311.11 - $335.64 $520K - $561K
1.67K $539M
NVDA
Nvidia Corp

Technology
3.99K
New
$117.0 - $148.88 $467K - $594K
3.99K $536M
AVRE
American Centy ETF Tr Avantis
12.6K
New
$41.03 - $46.91 $516K - $590K
12.6K $527M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
New
N/A
2.69K $526M
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
New
$213.65 - $479.86 $275K - $617K
1.29K $519M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18.9K
New
$26.63 - $30.23 $504K - $573K
18.9K $504M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.97K
New
$100.24 - $101.35 $498K - $503K
4.97K $499M
META
Meta Platforms, Inc.

Communication Services
848
New
$554.08 - $632.68 $470K - $537K
848 $497M
QQQ
Invesco Qqq Trust, Series 1

ETFs
909
New
$481.22 - $538.17 $437K - $489K
909 $465M
SCHO
Schwab Short Term Us Treasury

ETFs
18.7K
New
$24.06 - $48.88 $451K - $916K
18.7K $451M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.36K
New
$40.38 - $44.35 $378K - $415K
9.36K $383M
Activity Summary
Buys All Purchases 64 New Holdings 64 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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