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Avant Financial Advisors LLC

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13F filer, CIK 2063243, AUSTIN, TX

Avant Financial Advisors LLC reported $132,742,753 across 65 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-03. Its ten largest share positions make up 52.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001262

Period
2025-09-30
Reported value
$133M
Holdings
65
Top 10 weight
52.32%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUNIadded+62,833$3.28M
DFSVadded+15,464$492K
BNDXadded+8,397$415K
VTIPadded+7,666$388K
SUBadded+2,859$305K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MUBreduced-20,483-$2.18M
AAPLreduced-2,490-$634K
DFACreduced-1,888-$72.8K
SCHFreduced-2,760-$64.3K
IWVreduced-143-$54.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001262, largest first. % of portfolio is the value over $132,742,753, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,701 shares; 2025Q1: 39,058 shares; 2025Q2: 39,659 shares; 2025Q3: 40,079 shares 40,079$13.2M9.91%+420Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,338 shares; 2025Q1: 183,270 shares; 2025Q2: 183,369 shares; 2025Q3: 184,034 shares 184,034$11M8.31%+665Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 258,759 shares; 2025Q1: 267,845 shares; 2025Q2: 311,396 shares; 2025Q3: 326,860 shares 326,860$10.4M7.84%+15,464Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,260 shares; 2025Q1: 75,614 shares; 2025Q2: 81,053 shares; 2025Q3: 83,929 shares 83,929$6.3M4.75%+2,876Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,533 shares; 2025Q1: 54,443 shares; 2025Q2: 40,431 shares; 2025Q3: 103,264 shares 103,264$5.4M4.07%+62,833Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,736 shares; 2025Q1: 55,359 shares; 2025Q2: 57,972 shares; 2025Q3: 59,150 shares 59,150$5.27M3.97%+1,178Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,836 shares; 2025Q1: 68,545 shares; 2025Q2: 70,833 shares; 2025Q3: 70,706 shares 70,706$5.12M3.86%-127Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,161 shares; 2025Q1: 133,079 shares; 2025Q2: 133,562 shares; 2025Q3: 132,180 shares 132,180$4.72M3.55%-1,382Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,092 shares; 2025Q1: 133,417 shares; 2025Q2: 134,190 shares; 2025Q3: 135,347 shares 135,347$4.34M3.27%+1,157Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,103 shares; 2025Q1: 41,001 shares; 2025Q2: 42,574 shares; 2025Q3: 44,139 shares 44,139$3.71M2.8%+1,565Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,171 shares; 2025Q1: 108,370 shares; 2025Q2: 107,608 shares; 2025Q3: 108,110 shares 108,110$3.54M2.67%+502Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,035 shares; 2025Q1: 111,027 shares; 2025Q2: 115,193 shares; 2025Q3: 120,043 shares 120,043$3.47M2.61%+4,850Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,355 shares; 2025Q1: 29,166 shares; 2025Q2: 33,949 shares; 2025Q3: 34,650 shares 34,650$3.45M2.6%+701Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,704 shares; 2025Q1: 54,052 shares; 2025Q2: 58,563 shares; 2025Q3: 66,960 shares 66,960$3.31M2.49%+8,397Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,967 shares; 2025Q1: 17,227 shares; 2025Q2: 15,158 shares; 2025Q3: 12,668 shares 12,668$3.23M2.43%-2,490Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,155 shares; 2025Q1: 35,162 shares; 2025Q2: 36,417 shares; 2025Q3: 36,906 shares 36,906$2.95M2.22%+489Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,002 shares; 2025Q1: 42,010 shares; 2025Q2: 47,217 shares; 2025Q3: 26,734 shares 26,734$2.85M2.14%-20,483Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,831 shares; 2025Q1: 42,872 shares; 2025Q2: 45,265 shares; 2025Q3: 52,931 shares 52,931$2.68M2.02%+7,666Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,154 shares; 2025Q1: 41,062 shares; 2025Q2: 41,983 shares; 2025Q3: 41,627 shares 41,627$2.42M1.83%-356Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,363 shares; 2025Q1: 71,956 shares; 2025Q2: 78,161 shares; 2025Q3: 83,554 shares 83,554$2.28M1.72%+5,393Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,957 shares; 2025Q1: 5,127 shares; 2025Q2: 5,855 shares; 2025Q3: 5,712 shares 5,712$2.16M1.63%-143Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: 3,697 shares; 2025Q2: 3,699 shares; 2025Q3: 3,700 shares 3,700$1.92M1.44%+1Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,490 shares; 2025Q1: 33,549 shares; 2025Q2: 35,981 shares; 2025Q3: 35,259 shares 35,259$1.91M1.44%-722Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,499 shares; 2025Q1: 14,004 shares; 2025Q2: 14,996 shares; 2025Q3: 17,855 shares 17,855$1.91M1.44%+2,859Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,061 shares; 2025Q1: 17,932 shares; 2025Q2: 18,624 shares; 2025Q3: 19,190 shares 19,190$1.51M1.14%+566Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,281 shares; 2025Q1: 39,800 shares; 2025Q2: 39,423 shares; 2025Q3: 37,535 shares 37,535$1.45M1.09%-1,888Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,637 shares; 2025Q1: 11,027 shares; 2025Q2: 12,275 shares; 2025Q3: 12,790 shares 12,790$1.39M1.05%+515Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,986 shares; 2025Q1: 23,466 shares; 2025Q2: 14,916 shares; 2025Q3: 14,916 shares 14,916$1.32M1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,393 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,893 shares 5,893$1.29M0.97%+400Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,707 shares; 2025Q1: 47,521 shares; 2025Q2: 47,521 shares; 2025Q3: 44,761 shares 44,761$1.04M0.79%-2,760Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,080 shares; 2025Q1: 20,080 shares; 2025Q2: 20,080 shares; 2025Q3: 20,080 shares 20,080$926K0.7%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,172 shares; 2025Q1: 6,213 shares; 2025Q2: 6,253 shares; 2025Q3: 6,291 shares 6,291$887K0.67%+38Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,211 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares 1,222$818K0.62%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares 1,014$783K0.59%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,118 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares 1,113$741K0.56%0Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,019 shares; 2025Q1: 25,922 shares; 2025Q2: 26,976 shares; 2025Q3: 27,897 shares 27,897$713K0.54%+921Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,965 shares; 2025Q1: 5,125 shares; 2025Q2: 5,244 shares; 2025Q3: 6,812 shares 6,812$704K0.53%+1,568Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,574 shares; 2025Q1: 12,665 shares; 2025Q2: 13,363 shares; 2025Q3: 15,044 shares 15,044$669K0.5%+1,681Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,939 shares; 2025Q1: 19,634 shares; 2025Q2: 19,634 shares; 2025Q3: 19,840 shares 19,840$662K0.5%+206Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,195 shares; 2025Q1: 12,195 shares; 2025Q2: 12,249 shares; 2025Q3: 12,338 shares 12,338$654K0.49%+89Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares 3,018$630K0.47%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares 1,713$626K0.47%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,685 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,710 shares 2,710$585K0.44%+12Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares 909$546K0.41%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 737 shares 737$541K0.41%-55Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400$515K0.39%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,742 shares; 2025Q1: 18,742 shares; 2025Q2: 18,742 shares; 2025Q3: 18,742 shares 18,742$457K0.34%0Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,449 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares 6,749$445K0.34%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares 186$435K0.33%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares 9,363$418K0.32%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 5,233 shares; 2025Q3: 8,237 shares 8,237$397K0.3%+3,004Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,990 shares; 2025Q1: 2,725 shares; 2025Q2: 2,125 shares; 2025Q3: 2,126 shares 2,126$397K0.3%+1Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,115 shares; 2025Q2: 865 shares; 2025Q3: 865 shares 865$385K0.29%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares 4,704$322K0.24%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,506 shares; 2025Q1: 12,506 shares; 2025Q2: 12,506 shares; 2025Q3: 12,506 shares 12,506$319K0.24%0Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,099 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 8,099 shares 8,099$306K0.23%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares 2,065$289K0.22%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,296 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,386 shares 10,386$280K0.21%+90Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 3,140 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares 2,965$277K0.21%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,103 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares 3,137$274K0.21%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares 2,080$271K0.2%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares 626$254K0.19%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,940 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,730 shares 1,730$247K0.19%-80Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares 670$221K0.17%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares 1,567$210K0.16%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-001262 base2025-11-03acceptance time not in the bulk data set