Quantum Financial Advisors, LLC Diversified Active

CIK: 0001929139 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Apr 26, 2024

Total Value ($000): $543,477 (100.0% shares, 0.0% debt)

Holdings (174)

AVUS AMERICAN CENTY ETF TR 14.2%
Value ($000) $77,048 Shares 860,867 Est. Cost $74.41 Unrealized
DFSU DIMENSIONAL ETF TRUST 12.8%
Value ($000) $69,323 Shares 2,014,622 Est. Cost $27.84 Unrealized
DFSI DIMENSIONAL ETF TRUST 5.5%
Value ($000) $29,671 Shares 881,224 Est. Cost $30.06 Unrealized
AVDE AMERICAN CENTY ETF TR 4.2%
Value ($000) $22,679 Shares 355,802 Est. Cost $55.09 Unrealized
DFGR DIMENSIONAL ETF TRUST 4.0%
Value ($000) $21,606 Shares 846,314 Est. Cost $25.94 Unrealized
DFAU DIMENSIONAL ETF TRUST 3.4%
Value ($000) $18,259 Shares 499,695 Est. Cost $34.85 Unrealized
DFAT DIMENSIONAL ETF TRUST 3.3%
Value ($000) $18,071 Shares 332,002 Est. Cost $44.95 Unrealized
DFSE DIMENSIONAL ETF TRUST 3.3%
Value ($000) $17,697 Shares 549,605 Est. Cost $29.89 Unrealized
AVRE AMERICAN CENTY ETF TR 3.0%
Value ($000) $16,298 Shares 385,477 Est. Cost $47.29 Unrealized
AVEM AMERICAN CENTY ETF TR 3.0%
Value ($000) $16,113 Shares 277,999 Est. Cost $52.95 Unrealized
DFAI DIMENSIONAL ETF TRUST 2.4%
Value ($000) $13,244 Shares 438,253 Est. Cost $27.14 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $12,423 Shares 272,377 Est. Cost $47.00 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $10,516 Shares 61,326 Est. Cost $149.26 Unrealized +20.8%
DISV DIMENSIONAL ETF TRUST 1.9%
Value ($000) $10,443 Shares 384,061 Est. Cost $25.66 Unrealized
AVDV AMERICAN CENTY ETF TR 1.9%
Value ($000) $10,414 Shares 158,124 Est. Cost $57.85 Unrealized
AVUV AMERICAN CENTY ETF TR 1.7%
Value ($000) $9,248 Shares 98,691 Est. Cost $77.73 Unrealized
DFSB DIMENSIONAL ETF TRUST 1.6%
Value ($000) $8,851 Shares 170,928 Est. Cost $51.82 Unrealized
DFUS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $6,206 Shares 108,916 Est. Cost $45.51 Unrealized
AVIG AMERICAN CENTY ETF TR 1.1%
Value ($000) $5,965 Shares 144,603 Est. Cost $43.70 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $5,673 Shares 13,485 Est. Cost $266.58 Unrealized +49.8%
ISHARES TR 0.9%
Value ($000) $4,902 Shares 192,026 Est. Cost $25.50 Unrealized
OEF ISHARES TR 0.8%
Value ($000) $4,434 Shares 181,782 Est. Cost $24.39 Unrealized
IBIC ISHARES TR 0.8%
Value ($000) $4,138 Shares 161,879 Est. Cost $25.55 Unrealized
IBID ISHARES TR 0.7%
Value ($000) $3,914 Shares 153,110 Est. Cost $25.56 Unrealized
ISHARES TR 0.7%
Value ($000) $3,908 Shares 153,023 Est. Cost $25.49 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.7%
Value ($000) $3,902 Shares 157,842 Est. Cost $22.16 Unrealized
IBIE ISHARES TR 0.7%
Value ($000) $3,746 Shares 146,480 Est. Cost $25.57 Unrealized
ISHARES TR 0.7%
Value ($000) $3,649 Shares 137,917 Est. Cost $26.46 Unrealized
ISHARES TR 0.6%
Value ($000) $3,352 Shares 129,155 Est. Cost $25.95 Unrealized
IBIF ISHARES TR 0.6%
Value ($000) $3,285 Shares 127,963 Est. Cost $25.67 Unrealized
IBIG ISHARES TR 0.6%
Value ($000) $3,256 Shares 126,841 Est. Cost $25.67 Unrealized
IBIH ISHARES TR 0.6%
Value ($000) $3,249 Shares 126,409 Est. Cost $25.70 Unrealized
IBMO ISHARES TR 0.6%
Value ($000) $3,205 Shares 126,438 Est. Cost $25.35 Unrealized
IBMP ISHARES TR 0.6%
Value ($000) $3,072 Shares 122,049 Est. Cost $25.17 Unrealized
IBII ISHARES TR 0.5%
Value ($000) $2,911 Shares 113,662 Est. Cost $25.61 Unrealized
IBIJ ISHARES TR 0.5%
Value ($000) $2,891 Shares 112,330 Est. Cost $25.74 Unrealized
ISHARES TR 0.5%
Value ($000) $2,836 Shares 114,304 Est. Cost $24.80 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $2,780 Shares 10,696 Est. Cost $211.98 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $2,728 Shares 66,690 Est. Cost $33.80 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $2,480 Shares 2,745 Est. Cost $18.84 Unrealized +284.5%
IBDR ISHARES TR 0.4%
Value ($000) $2,303 Shares 96,571 Est. Cost $23.85 Unrealized
ISHARES TR 0.4%
Value ($000) $2,177 Shares 86,922 Est. Cost $25.02 Unrealized
IBDS ISHARES TR 0.4%
Value ($000) $2,159 Shares 90,701 Est. Cost $23.80 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.4%
Value ($000) $2,133 Shares 50,852 Est. Cost $41.61 Unrealized
IBDT ISHARES TR 0.4%
Value ($000) $1,958 Shares 78,617 Est. Cost $24.91 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,951 Shares 64,815 Est. Cost $30.10 Unrealized
DFGP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $1,926 Shares 36,075 Est. Cost $53.38 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $1,876 Shares 10,402 Est. Cost $116.88 Unrealized +42.8%
IBMQ ISHARES TR 0.3%
Value ($000) $1,741 Shares 68,893 Est. Cost $25.27 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,573 Shares 3,239 Est. Cost $253.69 Unrealized +74.7%
IBDV ISHARES TR 0.3%
Value ($000) $1,543 Shares 72,082 Est. Cost $21.40 Unrealized
IBDW ISHARES TR 0.3%
Value ($000) $1,500 Shares 73,214 Est. Cost $20.49 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $1,449 Shares 1,093 Est. Cost $73.49 Unrealized +64.9%
IBDX ISHARES TR 0.2%
Value ($000) $1,333 Shares 53,726 Est. Cost $24.81 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $1,294 Shares 20,762 Est. Cost $54.01 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,208 Shares 7,932 Est. Cost $117.28 Unrealized +22.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,198 Shares 5,980 Est. Cost $133.79 Unrealized +29.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,148 Shares 7,605 Est. Cost $117.71 Unrealized +20.6%
V VISA INC 0.2%
Value ($000) $1,089 Shares 3,902 Est. Cost $214.63 Unrealized +26.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $954 Shares 2,269 Est. Cost $330.68 Unrealized +18.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $917 Shares 7,888 Est. Cost $92.63 Unrealized +5.9%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $911 Shares 807 Est. Cost $62.73 Unrealized +11.5%
AMGN AMGEN INC 0.2%
Value ($000) $900 Shares 3,166 Est. Cost $223.21 Unrealized +23.7%
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $889 Shares 24,202 Est. Cost $32.52 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $888 Shares 27,786 Est. Cost $25.85 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $876 Shares 1,126 Est. Cost $297.49 Unrealized +136.1%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $776 Shares 3,723 Est. Cost $61.32 Unrealized +201.4%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $759 Shares 1,575 Est. Cost $340.59 Unrealized +32.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $753 Shares 1,522 Est. Cost $470.95 Unrealized +3.8%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $726 Shares 1,708 Est. Cost $393.03 Unrealized +8.7%
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $725 Shares 718 Est. Cost $284.26 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $720 Shares 3,753 Est. Cost $167.54 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $680 Shares 4,296 Est. Cost $156.19 Unrealized -3.8%
ABBV ABBVIE INC 0.1%
Value ($000) $668 Shares 3,671 Est. Cost $141.86 Unrealized +14.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $620 Shares 14,844 Est. Cost $41.72 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $616 Shares 3,797 Est. Cost $138.45 Unrealized +8.2%
PEP PEPSICO INC 0.1%
Value ($000) $616 Shares 3,517 Est. Cost $152.11 Unrealized +3.4%
HD HOME DEPOT INC 0.1%
Value ($000) $602 Shares 1,569 Est. Cost $278.48 Unrealized +25.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $592 Shares 14,102 Est. Cost $31.77 Unrealized +13.1%
WMT WALMART INC 0.1%
Value ($000) $584 Shares 9,698 Est. Cost $53.99 Unrealized +3.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $569 Shares 1,552 Est. Cost $197.29 Unrealized +57.7%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $546 Shares 3,460 Est. Cost $144.43 Unrealized -3.7%
ORCL ORACLE CORP 0.1%
Value ($000) $522 Shares 4,157 Est. Cost $79.11 Unrealized +42.0%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $514 Shares 2,053 Est. Cost $195.17 Unrealized +22.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $509 Shares 694 Est. Cost $484.91 Unrealized +45.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $502 Shares 1,448 Est. Cost $288.65 Unrealized +22.9%
T AT&T INC 0.1%
Value ($000) $487 Shares 27,662 Est. Cost $13.66 Unrealized +14.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $426 Shares 9,826 Est. Cost $38.50 Unrealized +5.5%
IVV ISHARES TR 0.1%
Value ($000) $410 Shares 779 Est. Cost $428.58 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $402 Shares 2,377 Est. Cost $128.11 Unrealized +15.9%
MRK MERCK & CO INC 0.1%
Value ($000) $401 Shares 3,040 Est. Cost $83.38 Unrealized +38.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $400 Shares 2,217 Est. Cost $81.38 Unrealized +114.8%
LIN LINDE PLC 0.1%
Value ($000) $393 Shares 846 Est. Cost $322.30 Unrealized +31.0%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $381 Shares 1,848 Est. Cost $117.39 Unrealized +53.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $378 Shares 1,980 Est. Cost $144.57 Unrealized +19.4%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $377 Shares 2,167 Est. Cost $153.83 Unrealized +2.6%
LOW LOWES COS INC 0.1%
Value ($000) $376 Shares 1,475 Est. Cost $179.56 Unrealized +23.7%
TRGP TARGA RES CORP 0.1%
Value ($000) $373 Shares 3,326 Est. Cost $66.31 Unrealized +36.7%
KO COCA COLA CO 0.1%
Value ($000) $368 Shares 6,019 Est. Cost $56.21 Unrealized +0.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $348 Shares 6,982 Est. Cost $45.63 Unrealized +3.5%
ABT ABBOTT LABS 0.1%
Value ($000) $348 Shares 3,061 Est. Cost $105.01 Unrealized +5.5%
EME EMCOR GROUP INC 0.1%
Value ($000) $341 Shares 972 Est. Cost $208.00 Unrealized +28.5%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $337 Shares 2,276 Est. Cost $91.75 Unrealized +33.1%
UNP UNION PAC CORP 0.1%
Value ($000) $337 Shares 1,371 Est. Cost $210.57 Unrealized +11.9%
MS MORGAN STANLEY 0.1%
Value ($000) $336 Shares 3,567 Est. Cost $73.70 Unrealized +12.9%
NUSC NUSHARES ETF TR 0.1%
Value ($000) $329 Shares 7,904 Est. Cost $37.10 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $326 Shares 646 Est. Cost $324.93 Unrealized +76.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $316 Shares 1,387 Est. Cost $167.39 Unrealized +21.2%
BAC BANK AMERICA CORP 0.1%
Value ($000) $315 Shares 8,313 Est. Cost $32.73 Unrealized +0.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $313 Shares 434 Est. Cost $462.72 Unrealized +36.4%
PWR QUANTA SVCS INC 0.1%
Value ($000) $311 Shares 1,196 Est. Cost $174.04 Unrealized +26.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $307 Shares 2,415 Est. Cost $91.92 Unrealized +17.1%
TSLA TESLA INC 0.1%
Value ($000) $306 Shares 1,742 Est. Cost $277.32 Unrealized -29.5%
KLAC KLA CORP 0.1%
Value ($000) $306 Shares 438 Est. Cost $407.84 Unrealized +54.9%
INTC INTEL CORP 0.1%
Value ($000) $302 Shares 6,829 Est. Cost $41.22 Unrealized +6.8%
HAL HALLIBURTON CO 0.1%
Value ($000) $300 Shares 7,605 Est. Cost $32.98 Unrealized +3.4%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $299 Shares 577 Est. Cost $469.47 Unrealized +2.6%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $299 Shares 537 Est. Cost $391.41 Unrealized +27.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $298 Shares 2,524 Est. Cost $73.62 Unrealized +22.0%
PFF ISHARES TR 0.1%
Value ($000) $290 Shares 8,997 Est. Cost $30.45 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $289 Shares 4,992 Est. Cost $50.13 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $288 Shares 3,061 Est. Cost $108.90 Unrealized -10.2%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $285 Shares 5,672 Est. Cost $54.61 Unrealized -23.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $282 Shares 2,305 Est. Cost $102.38 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $279 Shares 287 Est. Cost $783.26 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $277 Shares 609 Est. Cost $415.91 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $274 Shares 472 Est. Cost $544.14 Unrealized +2.5%
CSX CSX CORP 0.1%
Value ($000) $272 Shares 7,337 Est. Cost $35.47 Unrealized 0.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $271 Shares 5,045 Est. Cost $63.07 Unrealized -15.4%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $270 Shares 3,665 Est. Cost $55.72 Unrealized +37.4%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $268 Shares 1,190 Est. Cost $163.58 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $267 Shares 3,689 Est. Cost $50.45 Unrealized +27.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $267 Shares 1,633 Est. Cost $126.23 Unrealized +25.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $265 Shares 73 Est. Cost $2979.20 Unrealized +17.8%
DE DEERE & CO 0.0%
Value ($000) $262 Shares 639 Est. Cost $349.66 Unrealized +6.5%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $262 Shares 278 Est. Cost $138.61 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $261 Shares 1,296 Est. Cost $164.35 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $255 Shares 392 Est. Cost $499.62 Unrealized +26.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $254 Shares 1,192 Est. Cost $191.03 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $253 Shares 841 Est. Cost $223.60 Unrealized +27.5%
PIONEER NAT RES CO 0.0%
Value ($000) $253 Shares 962 Est. Cost $229.55 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $250 Shares 834 Est. Cost $214.57 Unrealized +24.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $245 Shares 560 Est. Cost $333.50 Unrealized +17.2%
NUE NUCOR CORP 0.0%
Value ($000) $243 Shares 1,229 Est. Cost $177.23 Unrealized 0.0%
DHI D R HORTON INC 0.0%
Value ($000) $240 Shares 1,460 Est. Cost $147.13 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $239 Shares 754 Est. Cost $112.92 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $239 Shares 235 Est. Cost $917.50 Unrealized 0.0%
AN AUTONATION INC 0.0%
Value ($000) $232 Shares 1,400 Est. Cost $138.79 Unrealized +6.0%
TGT TARGET CORP 0.0%
Value ($000) $230 Shares 1,300 Est. Cost $142.02 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $230 Shares 1,001 Est. Cost $206.72 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value ($000) $230 Shares 379 Est. Cost $56.38 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $230 Shares 8,100 Est. Cost $28.34 Unrealized
JBL JABIL INC 0.0%
Value ($000) $228 Shares 1,700 Est. Cost $108.78 Unrealized +22.9%
KR KROGER CO 0.0%
Value ($000) $225 Shares 3,938 Est. Cost $47.33 Unrealized 0.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $222 Shares 503 Est. Cost $391.13 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $222 Shares 1,491 Est. Cost $151.21 Unrealized -9.8%
GM GENERAL MTRS CO 0.0%
Value ($000) $221 Shares 4,866 Est. Cost $38.00 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $220 Shares 526 Est. Cost $372.27 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $219 Shares 1,949 Est. Cost $94.92 Unrealized +6.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $215 Shares 859 Est. Cost $234.26 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value ($000) $211 Shares 2,163 Est. Cost $86.83 Unrealized 0.0%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $211 Shares 129 Est. Cost $1492.87 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $210 Shares 725 Est. Cost $239.79 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $210 Shares 3,832 Est. Cost $47.83 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $209 Shares 668 Est. Cost $267.60 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $206 Shares 1,176 Est. Cost $116.41 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $205 Shares 998 Est. Cost $172.33 Unrealized +4.9%
MUSA MURPHY USA INC 0.0%
Value ($000) $204 Shares 486 Est. Cost $387.51 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $203 Shares 2,006 Est. Cost $94.62 Unrealized 0.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $203 Shares 1,189 Est. Cost $135.69 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $202 Shares 716 Est. Cost $259.74 Unrealized +7.0%
HUBB HUBBELL INC 0.0%
Value ($000) $201 Shares 485 Est. Cost $353.24 Unrealized 0.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $200 Shares 2,508 Est. Cost $70.82 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $60 Shares 15,553 Est. Cost $5.04 Unrealized