HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (BIL) |
645,059 | +270,298 | $58,952 |
| BIL | 645,059 | +270,298 | $58,952 |
| VANGUARD INDEX FDS (VOO) |
120,851 | -2,039,510 | $52,788 |
| VOO | 120,851 | -2,039,510 | $52,788 |
| ISHARES TR (IVV) |
96,231 | +1,577 | $45,963 |
| IVV | 96,231 | +1,577 | $45,963 |
| ISHARES TR (USRT) |
805,668 | +161,645 | $43,740 |
| USRT | 805,668 | +161,645 | $43,740 |
| VANGUARD BD INDEX FDS (BND) |
581,081 | +33,692 | $42,739 |
| BND | 581,081 | +33,692 | $42,739 |
| ISHARES TR (EFA) |
477,950 | -91,243 | $36,014 |
| EFA | 477,950 | -91,243 | $36,014 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
360,578 | -56,421 | $29,308 |
| VCIT | 360,578 | -56,421 | $29,308 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
348,390 | +60,227 | $27,923 |
| VCLT | 348,390 | +60,227 | $27,923 |
| VANGUARD STAR FDS (VXUS) |
372,398 | +29,264 | $21,584 |
| VXUS | 372,398 | +29,264 | $21,584 |
| VANGUARD INDEX FDS (VO) |
90,773 | -480 | $21,118 |
| VO | 90,773 | -480 | $21,118 |
| VANGUARD INDEX FDS (VB) |
86,151 | +5,231 | $18,379 |
| VB | 86,151 | +5,231 | $18,379 |
| ISHARES INC (IEMG) |
235,687 | +10,138 | $11,921 |
| IEMG | 235,687 | +10,138 | $11,921 |
| UBER TECHNOLOGIES INC |
142,389 | +152 | $8,767 |
| UBER | 142,389 | +152 | $8,767 |
| SELECT SECTOR SPDR TR (XLE) |
98,418 | -650 | $8,251 |
| XLE | 98,418 | -650 | $8,251 |
| VANGUARD TAX MANAGED FDS (VEA) |
147,743 | -3,277 | $7,077 |
| VEA | 147,743 | -3,277 | $7,077 |
| ISHARES TR (AGG) |
50,315 | -2,302,391 | $4,994 |
| AGG | 50,315 | -2,302,391 | $4,994 |
| DIMENSIONAL ETF TRUST (DFAC) |
168,721 | +594 | $4,932 |
| DFAC | 168,721 | +594 | $4,932 |
| ISHARES TR (IWB) |
17,448 | +16,233 | $4,576 |
| IWB | 17,448 | +16,233 | $4,576 |
| SPDR INDEX SHS FDS (GNR) |
72,593 | +36,356 | $4,112 |
| GNR | 72,593 | +36,356 | $4,112 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
52,989 | -5,635 | $4,100 |
| VCSH | 52,989 | -5,635 | $4,100 |
| APPLE INC |
19,634 | -4,162 | $3,780 |
| AAPL | 19,634 | -4,162 | $3,780 |
| VANGUARD INDEX FDS (VTI) |
15,145 | +13,603 | $3,593 |
| VTI | 15,145 | +13,603 | $3,593 |
| ISHARES TR (IJR) |
26,789 | +2,784 | $2,900 |
| IJR | 26,789 | +2,784 | $2,900 |
 BERKSHIRE HATHAWAY INC DEL |
$2,663 | ||
| BRK.B | 7,467 | +3,574 | $2,663 |
| MICROSOFT CORP |
6,781 | -160 | $2,550 |
| MSFT | 6,781 | -160 | $2,550 |
| NVIDIA CORPORATION |
4,889 | -2,392 | $2,421 |
| NVDA | 4,889 | -2,392 | $2,421 |
| ISHARES TR (DVY) |
18,385 | +10,024 | $2,155 |
| DVY | 18,385 | +10,024 | $2,155 |
| AMAZON COM INC |
11,615 | -3,517 | $1,765 |
| AMZN | 11,615 | -3,517 | $1,765 |
| PALO ALTO NETWORKS INC |
5,884 | -126 | $1,735 |
| PANW | 5,884 | -126 | $1,735 |
| SPDR S&P 500 ETF TR (SPY) |
3,443 | -18,923 | $1,637 |
| SPY | 3,443 | -18,923 | $1,637 |
| ISHARES TR (IJH) |
5,090 | -613 | $1,411 |
| IJH | 5,090 | -613 | $1,411 |
| ISHARES TR (IWF) |
4,247 | -2,306 | $1,287 |
| IWF | 4,247 | -2,306 | $1,287 |
| ISHARES INC (EMXC) |
22,984 | +4,007 | $1,274 |
| EMXC | 22,984 | +4,007 | $1,274 |
| AMGEN INC |
4,297 | +640 | $1,238 |
| AMGN | 4,297 | +640 | $1,238 |
| SPDR SER TR (SLYV) |
14,795 | +14,795 | $1,233 |
| SLYV | 14,795 | +14,795 | $1,233 |
| FLEXSHARES TR (TLTE) |
24,054 | +8,559 | $1,227 |
| TLTE | 24,054 | +8,559 | $1,227 |
| FLEXSHARES TR (GUNR) |
27,123 | -48,147 | $1,111 |
| GUNR | 27,123 | -48,147 | $1,111 |
| THERMO FISHER SCIENTIFIC INC |
2,088 | -5 | $1,109 |
| TMO | 2,088 | -5 | $1,109 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
19,246 | UNCH | $1,080 |
| VEU | 19,246 | UNCH | $1,080 |
| FLEXSHARES TR (NFRA) |
19,453 | +2,058 | $1,041 |
| NFRA | 19,453 | +2,058 | $1,041 |
| DIMENSIONAL ETF TRUST (DFAT) |
19,831 | +76 | $1,038 |
| DFAT | 19,831 | +76 | $1,038 |
| ISHARES TR (IWM) |
5,036 | +3,532 | $1,011 |
| IWM | 5,036 | +3,532 | $1,011 |
| ABBVIE INC |
6,404 | +1,160 | $992 |
| ABBV | 6,404 | +1,160 | $992 |
| VANGUARD MUN BD FDS (VTEB) |
18,928 | -2,982 | $966 |
| VTEB | 18,928 | -2,982 | $966 |
| ISHARES TR (IWR) |
12,228 | +71 | $951 |
| IWR | 12,228 | +71 | $951 |
| JPMORGAN CHASE & CO |
5,510 | +37 | $937 |
| JPM | 5,510 | +37 | $937 |
| ISHARES TR (IVW) |
12,367 | -354 | $929 |
| IVW | 12,367 | -354 | $929 |
| ALPHABET INC |
6,574 | -3,498 | $926 |
| GOOG | 6,574 | -3,498 | $926 |
| MARSH & MCLENNAN COS INC |
4,861 | +883 | $921 |
| MMC | 4,861 | +883 | $921 |
| META PLATFORMS INC |
2,600 | -21 | $920 |
| META | 2,600 | -21 | $920 |
See Full List: All Stocks Held By Fiducient Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Fiducient Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $533,504 At 09/30/2023: $1,772,140 Fiducient Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fiducient Advisors LLC 13F filings. Link to 13F filings: SEC filings |
