13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002063243
Total reported value
$160.6M
$160.6M
64 檔
22.8%
At the close of Q4 2024, Avant Financial Advisors LLC disclosed equity holdings valued at approximately $160.6M, spread across 64 reported holdings.
During Q4 2024, Avant Financial Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.30% | +0.20% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.88% | -0.18% | — | |
| 3 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 7.32% | +0.60% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.13% | -0.16% | — | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.97% | +0.25% | — | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.82% | -0.33% | — | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.79% | +0.60% | — | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 3.25% | -0.33% | — | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.20% | +0.13% | — | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.09% | -0.26% | — | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.83% | -0.31% | — | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.78% | +0.05% | — | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.74% | +0.05% | — | |
| 14 | DFIC | Dimensional International Co | ETF-Other | 2.59% | -0.09% | — | |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.59% | +0.03% | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.38% | -0.09% | — | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 2.10% | +0.06% | — | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.88% | -0.18% | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.82% | -0.13% | — | |
| 20 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.56% | -0.04% | — | |
| 21 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.52% | +0.11% | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.09% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.40% | -0.05% | — | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.36% | +0.02% | — | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.31% | -0.03% | — | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 1.31% | -0.06% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | — | — | |
| 28 | AVDE | Avantis International Equity | ETF-Other | 0.96% | +0.04% | — | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.95% | +0.12% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.79% | +0.01% | — | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.72% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.01% | — | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.65% | -0.07% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.01% | — | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.58% | -0.04% | — | |
| 36 | REET | Ishares Global Reit ETF | ETF-Other | 0.57% | +0.01% | — | |
| 37 | FIS | Fidelity National Info Serv | Stock-Tech | 0.55% | -0.12% | — | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | — | — | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.53% | -0.19% | — | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | +0.01% | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.01% | — | |
| 42 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.48% | -0.01% | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | — | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.03% | — | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.02% | — | |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.46% | -0.06% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.05% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.09% | — | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.41% | -0.04% | — | |
| 50 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.35% | — | — |
According to official SEC Form 13F filings, Avant Financial Advisors LLC reported a total U.S. public equity portfolio value of $160.6M across 64 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DFSV) accounted for 22.8% of total reported equity market value during Q4 2024.
During Q4 2024, Avant Financial Advisors LLC's top holdings by market value included VTI (10.3%)、VEA (7.9%)、DFSV (7.3%). The largest single position, VTI, represented 10.3% of total portfolio value.
In Q4 2024, Avant Financial Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.