Fund report

US-listed

AVTM

The fund seeks long-term capital appreciation.
Avantis Total Equity Markets ETF
Avantis / American Century

1,547 holdings as of 2026-05-31 · top 10 = 38.5% · TER 0.22% · P/E 25.0

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Concentration
Moderately concentratedtop 10 = 38.5%
diversifiedconcentrated
GROWTH · PRICE DEVELOPMENTrebased to 0%
Holdings
1,547
as of 2026-05-31
Top 10
38.5%
TER
0.22%
cheaper than 82% of peers
Net assets
US$773M
Largest
7.3%
P / E
25.0
covers 83% by weight
01Overview
the fund's regulatory facts
Fund currency
USD
Volatility 1Y
15.5%
Tracked index
blended index consisting of 85% Russell 3000 Index and 15% MSCI ACWI ex USA IMI Index
How it tracks
Actively managed
02Valuation and performance
market price return · as of 2026-09-02
1M
+1.2%
3M
+1.5%
6M
+11.8%
YTD
1Y
Valuation1,466 companies covered · weighted, profitable holdings only
25.0
price / earnings
MethodologyCompany-data coverageThe rest is 2% loss-making companies, which carry no P/E by the positive-earner convention; 14% other funds held inside this one.
3.8%
MethodologyEarnings yieldP/E is price over earnings; earnings yield is the reverse, earnings over price, and reads like a bond yield. P/E covers only the profitable holdings, since a loss-making company has no meaningful P/E. Earnings yield counts the loss-makers too, so it covers more of the fund and can fall below zero when the holdings lose money overall.
covers 86% by weight
4.68
price / book
covers 71% by weight

Computed from company filings and reported position values. MethodologyPortfolio valuationComputed by us from each company's own financial statements and the position values funds report, currency-adjusted and weighted harmonically. P/E covers profitable holdings only. Book value uses the most recent reported quarter.. Not investment advice.

03Holdings
50 largest · as of 2026-05-31
#CompanyIdentifierWeight
1Avantis International Equity ETF USAVDE
7.3
2NVIDIA CORP USNVDA
5.7
3ALPHABET INC USGOOG
5.2
4Apple Inc USAAPL
4.1
5Avantis Emerging Markets Equity ETF USAVEM
3.5
6Avantis US Quality ETF USAVUQ
3.3
7Microsoft Corp USMSFT
2.7
8JPMorgan Chase & Co USJPM
2.5
9META PLATFORMS INC-CLASS A USMETA
2.3
10ELI LILLY & CO USLLY
1.7
11AMAZON.COM INC USAMZN
1.7
12THE GOLDMAN SACHS GROUP, INC. USGS
1.7
13Twilio Inc USTWLO
1.7
14Micron Technology Inc USMU
1.3
15BERKSHIRE HATHAWAY INC. USBRK/B
1.3
16MARRIOTT INTERNATIONAL, INC. USMAR
1.3
17BROADCOM INC USAVGO
1.1
18Applied Materials Inc USAMAT
1.0
19Visa Inc USV
0.9
20ARISTA NETWORKS, INC. USANET
0.8
21CISCO SYSTEMS, INC. USCSCO
0.8
22NIKE Inc USNKE
0.7
23MARVELL TECHNOLOGY, INC. USMRVL
0.7
24Jabil Inc USJBL
0.7
25O'Reilly Automotive, Inc. USORLY
0.7
26EVERPURE INC-A USP
0.7
27FEDEX CORPORATION USFDX
0.7
28COMFORT SYSTEMS USA, INC. USFIX
0.6
29Costco Wholesale Corp USCOST
0.6
30QUALCOMM Inc USQCOM
0.6
31Colgate-Palmolive Co USCL
0.6
32Bank of America Corp USBAC
0.6
33Exxon Mobil Corp USXOM
0.5
34NETFLIX INC USNFLX
0.5
35Palo Alto Networks Inc USPANW
0.5
36JOHNSON & JOHNSON USJNJ
0.5
37Intel Corp USINTC
0.5
38OKTA, INC. USOKTA
0.5
39Pepsico, Inc. USPEP
0.5
40EMCOR GROUP, INC. USEME
0.4
41IQVIA HOLDINGS INC USIQV
0.4
42LENNOX INTERNATIONAL INC. USLII
0.4
43Oracle Corp USORCL
0.4
44Capital One Financial Corp USCOF
0.4
45CADENCE DESIGN SYSTEMS, INC. USCDNS
0.4
46Caterpillar Inc USCAT
0.4
47LAM RESEARCH CORPORATION USLRCX
0.4
48THE PROCTER & GAMBLE COMPANY USPG
0.4
49THE TJX COMPANIES, INC. USTJX
0.3
50Home Depot Inc/The USHD
0.3
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04Exposure
Equity 99.9%
By sector
Technology30.0%
Financial Services13.1%
Industrials9.8%
Consumer Cyclical9.0%
Communication Services8.9%
Healthcare5.8%
Consumer Defensive3.3%
Energy2.9%
Materials1.4%
Utilities1.2%
Real Estate0.0%
By country
USUnited States98.4%
IEIreland0.9%
BMBermuda0.2%
CHSwitzerland0.2%
KYCayman Islands0.1%
PRPR0.1%
GBUnited Kingdom0.1%
GRGR0.0%
CurrencyUSD 98.7% EUR 0.9% CHF 0.2% GBP 0.1% CAD 0.0%
05Similar funds
funds with comparable exposure
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1,487 shared companies
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VOO
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460 shared companies
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VT
the world portfolio (VT)
1,200 shared companies
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Ranked by how much of their holdings you already own through this fund. Overlap by weight where shown.

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