Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANT CAPITAL LLC | 11-07-2023 | 09-30-2023 | 56 | 87,479,253 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $6,789,151 | 95,946 | 0.01 | 0.01 | 2,918 | 3.14 | 09-30-2023 |
| ISHARES TR | MSCI USA MIN VOL | 2 | $5,761,690 | 79,603 | 0.01 | 0.01 | -808 | -1.00 | 09-30-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 3 | $4,340,671 | 31,470 | 0.00 | 0.00 | 1,420 | 4.73 | 09-30-2023 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $4,110,941 | 31,193 | 0.00 | 0.00 | -476 | -1.50 | 09-30-2023 |
