StockDriftsStockDriftsTop 50 Avant Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 9.64% | 42.7K | $13.7M | +2.28%(+954) | $289.51(+25.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.35% | 185.4K | $11.9M | +0.84%(+1.55K) | $50.43(+40.05%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 8.14% | 330.6K | $11.6M | +5.00%(+15.73K) | $30.64(+19.89%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.89% | 86.3K | $7.0M | +3.61%(+3.00K) | $62.66(+51.41%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 4.7% | 128.0K | $6.7M | +5.12%(+6.24K) | $52.09(+0.31%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.12% | 58.7K | $5.9M | +2.69%(+1.54K) | $69.23(+59.00%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 3.68% | 132.7K | $5.2M | -0.60%(-802) | $27.92(+51.52%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 3.49% | 70.0K | $5.0M | +0.80%(+558) | $63.06(+28.00%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.34% | 137.5K | $4.7M | +0.32%(+436) | $27.29(+48.06%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.19% | 42.7K | $4.5M | +47.31%(+13.72K) | $106.99(-0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.68% |
| Top 20 Holdings Unweighted | +11.97% | +40.38% |
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