Top 50 Avant Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 6.91% | 111.9K | $9.8M | +0.23%(+255) | $71.20(+35.77%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.34% | 294.0K | $9.0M | -2.29%(-6.89K) | $25.76(+23.45%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.98% | 36.1K | $7.1M | -0.94%(-342) | $145.28(+43.86%) | 2026-03-31 | |
| USMV | ISHARES TR | 4.7% | 72.0K | $6.7M | -3.31%(-2.46K) | $76.94(+23.71%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.44% | 206.9K | $6.3M | -0.67%(-1.40K) | $23.78(+38.67%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.42% | 225.5K | $6.3M | -0.79%(-1.79K) | $19.22(+59.07%) | 2026-03-31 | |
| MTUM | ISHARES TR | 4.01% | 23.8K | $5.7M | -4.00%(-989) | $179.03(+71.62%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.91% | 29.0K | $5.6M | -2.79%(-831) | $137.52(+54.43%) | 2026-03-31 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 3.69% | 25.7K | $5.2M | +0.28%(+72) | $151.93(+43.07%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 3.56% | 34.9K | $5.1M | -2.82%(-1.01K) | $105.79(+47.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.21% | -0.62% |
| Top 20 Holdings Unweighted | +0.35% | +1.05% |
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