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Avant Financial Advisors LLC

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13F filer, CIK 2063243, AUSTIN, TX

Avant Financial Advisors LLC reported $142,244,741 across 65 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 53.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000711

Period
2026-03-31
Reported value
$142M
Holdings
65
Top 10 weight
53.54%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUBadded+13,718$1.46M
DFSVadded+15,729$551K
MUNIadded+6,235$325K
VTIadded+954$306K
AVEMadded+3,004$242K

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
VYMexited-6,332-$909K
VIGexited-2,732-$600K
REETreduced-11,747-$295K
MCKreduced-100-$86.5K
NVDAreduced-200-$34.9K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000711, largest first. % of portfolio is the value over $142,244,741, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,701 shares; 2025Q1: 39,058 shares; 2025Q2: 39,659 shares; 2025Q3: 40,079 shares; 2025Q4: 41,790 shares; 2026Q1: 42,744 shares 42,744$13.7M9.64%+954Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 179,338 shares; 2025Q1: 183,270 shares; 2025Q2: 183,369 shares; 2025Q3: 184,034 shares; 2025Q4: 183,841 shares; 2026Q1: 185,389 shares 185,389$11.9M8.35%+1,548Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 258,759 shares; 2025Q1: 267,845 shares; 2025Q2: 311,396 shares; 2025Q3: 326,860 shares; 2025Q4: 314,848 shares; 2026Q1: 330,577 shares 330,577$11.6M8.14%+15,729Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,260 shares; 2025Q1: 75,614 shares; 2025Q2: 81,053 shares; 2025Q3: 83,929 shares; 2025Q4: 83,312 shares; 2026Q1: 86,316 shares 86,316$6.96M4.89%+3,004Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,533 shares; 2025Q1: 54,443 shares; 2025Q2: 40,431 shares; 2025Q3: 103,264 shares; 2025Q4: 121,730 shares; 2026Q1: 127,965 shares 127,965$6.68M4.7%+6,235Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,736 shares; 2025Q1: 55,359 shares; 2025Q2: 57,972 shares; 2025Q3: 59,150 shares; 2025Q4: 57,198 shares; 2026Q1: 58,739 shares 58,739$5.87M4.12%+1,541Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,161 shares; 2025Q1: 133,079 shares; 2025Q2: 133,562 shares; 2025Q3: 132,180 shares; 2025Q4: 133,502 shares; 2026Q1: 132,700 shares 132,700$5.23M3.68%-802Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,836 shares; 2025Q1: 68,545 shares; 2025Q2: 70,833 shares; 2025Q3: 70,706 shares; 2025Q4: 69,427 shares; 2026Q1: 69,985 shares 69,985$4.96M3.49%+558Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,092 shares; 2025Q1: 133,417 shares; 2025Q2: 134,190 shares; 2025Q3: 135,347 shares; 2025Q4: 137,037 shares; 2026Q1: 137,473 shares 137,473$4.75M3.34%+436Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,002 shares; 2025Q1: 42,010 shares; 2025Q2: 47,217 shares; 2025Q3: 26,734 shares; 2025Q4: 28,998 shares; 2026Q1: 42,716 shares 42,716$4.53M3.19%+13,718Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,103 shares; 2025Q1: 41,001 shares; 2025Q2: 42,574 shares; 2025Q3: 44,139 shares; 2025Q4: 47,812 shares; 2026Q1: 48,900 shares 48,900$4.05M2.84%+1,088Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,035 shares; 2025Q1: 111,027 shares; 2025Q2: 115,193 shares; 2025Q3: 120,043 shares; 2025Q4: 132,292 shares; 2026Q1: 136,663 shares 136,663$3.92M2.75%+4,371Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,355 shares; 2025Q1: 29,166 shares; 2025Q2: 33,949 shares; 2025Q3: 34,650 shares; 2025Q4: 35,089 shares; 2026Q1: 35,170 shares 35,170$3.89M2.73%+81Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109,171 shares; 2025Q1: 108,370 shares; 2025Q2: 107,608 shares; 2025Q3: 108,110 shares; 2025Q4: 107,598 shares; 2026Q1: 107,924 shares 107,924$3.83M2.7%+326Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,704 shares; 2025Q1: 54,052 shares; 2025Q2: 58,563 shares; 2025Q3: 66,960 shares; 2025Q4: 70,433 shares; 2026Q1: 73,710 shares 73,710$3.54M2.49%+3,277Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,155 shares; 2025Q1: 35,162 shares; 2025Q2: 36,417 shares; 2025Q3: 36,906 shares; 2025Q4: 37,742 shares; 2026Q1: 39,397 shares 39,397$3.12M2.2%+1,655Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,831 shares; 2025Q1: 42,872 shares; 2025Q2: 45,265 shares; 2025Q3: 52,931 shares; 2025Q4: 57,395 shares; 2026Q1: 61,323 shares 61,323$3.06M2.15%+3,928Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,967 shares; 2025Q1: 17,227 shares; 2025Q2: 15,158 shares; 2025Q3: 12,668 shares; 2025Q4: 11,563 shares; 2026Q1: 11,563 shares 11,563$2.93M2.06%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,154 shares; 2025Q1: 41,062 shares; 2025Q2: 41,983 shares; 2025Q3: 41,627 shares; 2025Q4: 40,857 shares; 2026Q1: 40,611 shares 40,611$2.54M1.78%-246Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,957 shares; 2025Q1: 5,127 shares; 2025Q2: 5,855 shares; 2025Q3: 5,712 shares; 2025Q4: 5,838 shares; 2026Q1: 6,482 shares 6,482$2.4M1.69%+644Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,499 shares; 2025Q1: 14,004 shares; 2025Q2: 14,996 shares; 2025Q3: 17,855 shares; 2025Q4: 20,501 shares; 2026Q1: 21,562 shares 21,562$2.3M1.61%+1,061Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,363 shares; 2025Q1: 71,956 shares; 2025Q2: 78,161 shares; 2025Q3: 83,554 shares; 2025Q4: 83,853 shares; 2026Q1: 85,077 shares 85,077$2.26M1.59%+1,224Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,490 shares; 2025Q1: 33,549 shares; 2025Q2: 35,981 shares; 2025Q3: 35,259 shares; 2025Q4: 37,341 shares; 2026Q1: 36,916 shares 36,916$2M1.4%-425Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,061 shares; 2025Q1: 17,932 shares; 2025Q2: 18,624 shares; 2025Q3: 19,190 shares; 2025Q4: 19,412 shares; 2026Q1: 19,446 shares 19,446$1.65M1.16%+34Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,637 shares; 2025Q1: 11,027 shares; 2025Q2: 12,275 shares; 2025Q3: 12,790 shares; 2025Q4: 13,421 shares; 2026Q1: 13,527 shares 13,527$1.5M1.06%+106Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,281 shares; 2025Q1: 39,800 shares; 2025Q2: 39,423 shares; 2025Q3: 37,535 shares; 2025Q4: 37,285 shares; 2026Q1: 37,043 shares 37,043$1.44M1.01%-242Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,986 shares; 2025Q1: 23,466 shares; 2025Q2: 14,916 shares; 2025Q3: 14,916 shares; 2025Q4: 14,916 shares; 2026Q1: 14,916 shares 14,916$1.41M0.99%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: 3,697 shares; 2025Q2: 3,699 shares; 2025Q3: 3,700 shares; 2025Q4: 3,702 shares; 2026Q1: 3,660 shares 3,660$1.35M0.95%-42Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,707 shares; 2025Q1: 47,521 shares; 2025Q2: 47,521 shares; 2025Q3: 44,761 shares; 2025Q4: 45,169 shares; 2026Q1: 48,076 shares 48,076$1.19M0.84%+2,907Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,393 shares; 2025Q1: 5,493 shares; 2025Q2: 5,493 shares; 2025Q3: 5,893 shares; 2025Q4: 5,663 shares; 2026Q1: 5,688 shares 5,688$1.18M0.83%+25Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,080 shares; 2025Q1: 20,080 shares; 2025Q2: 20,080 shares; 2025Q3: 20,080 shares; 2025Q4: 20,080 shares; 2026Q1: 20,080 shares 20,080$1.06M0.75%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,965 shares; 2025Q1: 5,125 shares; 2025Q2: 5,244 shares; 2025Q3: 6,812 shares; 2025Q4: 6,896 shares; 2026Q1: 7,789 shares 7,789$806K0.57%+893Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,211 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,226 shares 1,226$801K0.56%+4Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,118 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,170 shares 1,170$761K0.53%+57Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,574 shares; 2025Q1: 12,665 shares; 2025Q2: 13,363 shares; 2025Q3: 15,044 shares; 2025Q4: 15,636 shares; 2026Q1: 17,082 shares 17,082$752K0.53%+1,446Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,939 shares; 2025Q1: 19,634 shares; 2025Q2: 19,634 shares; 2025Q3: 19,840 shares; 2025Q4: 20,849 shares; 2026Q1: 22,334 shares 22,334$736K0.52%+1,485Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 890 shares; 2026Q1: 790 shares 790$684K0.48%-100Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares 3,018$656K0.46%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,195 shares; 2025Q1: 12,195 shares; 2025Q2: 12,249 shares; 2025Q3: 12,338 shares; 2025Q4: 12,361 shares; 2026Q1: 12,361 shares 12,361$650K0.46%0Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,449 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares; 2025Q4: 13,249 shares; 2026Q1: 13,249 shares 13,249$622K0.44%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares 1,713$611K0.43%0Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 4,160 shares; 2026Q1: 4,160 shares 4,160$563K0.4%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 929 shares; 2026Q1: 909 shares 909$525K0.37%-20Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$495K0.35%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,742 shares; 2025Q1: 18,742 shares; 2025Q2: 18,742 shares; 2025Q3: 18,742 shares; 2025Q4: 18,742 shares; 2026Q1: 18,742 shares 18,742$455K0.32%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares; 2026Q1: 9,363 shares 9,363$454K0.32%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 5,233 shares; 2025Q3: 8,237 shares; 2025Q4: 8,853 shares; 2026Q1: 9,056 shares 9,056$433K0.3%+203Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,019 shares; 2025Q1: 25,922 shares; 2025Q2: 26,976 shares; 2025Q3: 27,897 shares; 2025Q4: 28,033 shares; 2026Q1: 16,286 shares 16,286$410K0.29%-11,747Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 943 shares 943$406K0.29%+3Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 737 shares; 2025Q4: 708 shares; 2026Q1: 663 shares 663$379K0.27%-45Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,506 shares; 2025Q1: 12,506 shares; 2025Q2: 12,506 shares; 2025Q3: 12,506 shares; 2025Q4: 12,506 shares; 2026Q1: 12,506 shares 12,506$351K0.25%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,990 shares; 2025Q1: 2,725 shares; 2025Q2: 2,125 shares; 2025Q3: 2,126 shares; 2025Q4: 2,126 shares; 2026Q1: 1,926 shares 1,926$336K0.24%-200Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 4,704 shares; 2026Q1: 4,704 shares 4,704$335K0.24%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,115 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 877 shares; 2026Q1: 882 shares 882$328K0.23%+5Timeline
AVAAVISTA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,099 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 8,099 shares; 2025Q4: 8,099 shares; 2026Q1: 8,099 shares 8,099$325K0.23%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186$322K0.23%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,296 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,386 shares; 2025Q4: 11,881 shares; 2026Q1: 11,881 shares 11,881$316K0.22%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065$301K0.21%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,103 shares; 2025Q1: 3,137 shares; 2025Q2: 3,137 shares; 2025Q3: 3,137 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares 3,137$284K0.2%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,940 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730$252K0.18%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,300 shares; 2025Q1: 3,140 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,535 shares; 2026Q1: 2,535 shares 2,535$246K0.17%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares 4,679$234K0.16%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,688 shares; 2026Q1: 1,760 shares 1,760$219K0.15%+72Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670$207K0.15%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626$206K0.14%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VYMVANGUARD WHITEHALL FDS6,332$909Kshares
VIGVANGUARD SPECIALIZED FUNDS2,732$600Kshares

How Q1 2026 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 0001951757-26-000711 base2026-04-23acceptance time not in the bulk data set