301 is the total number of securities FIDUCIENT ADVISORS LLC has owned. The longest FIDUCIENT ADVISORS LLC has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BND | VANGUARD BD INDEX FDS | 24 | 24 | 2.16% | 15.62% | 21.19% | Q4 2017 | Q3 2023 | 24 |
IVV | ISHARES TR | 24 | 24 | 2.30% | 13.96% | 29.90% | Q4 2017 | Q3 2023 | 24 |
VOO | VANGUARD INDEX FDS | 24 | 24 | 3.69% | 12.46% | 47.87% | Q4 2017 | Q3 2023 | 24 |
VB | VANGUARD INDEX FDS | 24 | 24 | 0.86% | 7.64% | 12.48% | Q4 2017 | Q3 2023 | 24 |
VXUS | VANGUARD STAR FDS | 24 | 24 | 1.04% | 7.53% | 10.46% | Q4 2017 | Q3 2023 | 24 |
VO | VANGUARD INDEX FDS | 24 | 24 | 0.22% | 4.00% | 6.19% | Q4 2017 | Q3 2023 | 24 |
USRT | ISHARES TR | 23 | 23 | 1.49% | 11.82% | 20.94% | Q1 2018 | Q3 2023 | 23 |
VEA | VANGUARD TAX-MANAGED I... | 23 | 23 | 0.37% | 3.99% | 11.82% | Q1 2018 | Q3 2023 | 23 |
IWR | ISHARES TR | 23 | 23 | 0.05% | 0.55% | 2.31% | Q1 2018 | Q3 2023 | 23 |
IVW | ISHARES TR | 23 | 23 | 0.05% | 0.25% | 0.44% | Q1 2018 | Q3 2023 | 23 |
D | DOMINION ENERGY INC | 21 | 21 | 0.07% | 0.14% | 0.22% | Q1 2018 | Q1 2023 | 21 |
IJS | ISHARES TR | 13 | 3 | 0.02% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 18 | 18 | 0.09% | 0.15% | 0.21% | Q1 2018 | Q2 2022 | 18 |
TFC | TRUIST FINL CORP | 16 | 16 | 0.01% | 0.17% | 0.34% | Q4 2019 | Q3 2023 | 16 |
IJR | ISHARES TR | 12 | 2 | 0.13% | 0.60% | 1.18% | Q2 2018 | Q3 2023 | 14 |
IWM | ISHARES TR | 13 | 1 | 0.02% | 0.48% | 1.38% | Q1 2018 | Q3 2023 | 14 |
DKS | DICKS SPORTING GOODS INC | 13 | 1 | 0.01% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 14 |
VTI | VANGUARD INDEX FDS | 13 | 13 | 0.02% | 0.85% | 1.64% | Q3 2020 | Q3 2023 | 13 |
SCHH | SCHWAB STRATEGIC TR | 13 | 13 | 0.15% | 0.80% | 1.10% | Q1 2019 | Q1 2022 | 13 |
ESGD | ISHARES TR | 13 | 13 | 0.23% | 0.56% | 0.92% | Q4 2018 | Q4 2021 | 13 |
EFA | ISHARES TR | 12 | 1 | 0.11% | 0.40% | 2.21% | Q4 2019 | Q3 2023 | 13 |
VV | VANGUARD INDEX FDS | 12 | 12 | 10.30% | 14.87% | 20.38% | Q1 2020 | Q4 2022 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.54% | 3.36% | 7.14% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 0.12% | 0.84% | 1.38% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.12% | 0.76% | 1.54% | Q4 2020 | Q3 2023 | 12 |
GUNR | FLEXSHARES TR | 12 | 12 | 0.17% | 0.68% | 0.83% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.08% | 0.53% | 1.76% | Q4 2020 | Q3 2023 | 12 |
NFRA | FLEXSHARES TR | 12 | 12 | 0.05% | 0.32% | 0.56% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 11 | 11 | 0.89% | 2.47% | 12.48% | Q1 2021 | Q3 2023 | 11 |
AMZN | AMAZON COM INC | 9 | 2 | 0.06% | 0.39% | 0.60% | Q4 2020 | Q3 2023 | 11 |
EEM | ISHARES TR | 8 | 1 | 0.02% | 0.31% | 0.60% | Q1 2018 | Q3 2023 | 11 |
NVDA | NVIDIA CORPORATION | 9 | 2 | 0.16% | 0.29% | 0.54% | Q4 2020 | Q3 2023 | 11 |
IJH | ISHARES TR | 10 | 1 | 0.08% | 0.27% | 0.72% | Q4 2020 | Q3 2023 | 11 |
USHY | ISHARES TR | 10 | 10 | 0.06% | 0.37% | 0.57% | Q2 2021 | Q3 2023 | 10 |
TLTE | FLEXSHARES TR | 10 | 10 | 0.04% | 0.30% | 0.56% | Q2 2021 | Q3 2023 | 10 |
JPM | JPMORGAN CHASE & CO | 9 | 1 | 0.04% | 0.29% | 0.75% | Q4 2020 | Q3 2023 | 10 |
JNJ | JOHNSON & JOHNSON | 9 | 1 | 0.09% | 0.26% | 0.41% | Q4 2020 | Q2 2023 | 10 |
PG | PROCTER AND GAMBLE CO | 9 | 1 | 0.02% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 10 |
PEP | PEPSICO INC | 9 | 1 | 0.03% | 0.15% | 0.35% | Q4 2020 | Q3 2023 | 10 |
PM | PHILIP MORRIS INTL INC | 9 | 1 | 0.03% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 10 |
KO | COCA COLA CO | 9 | 1 | 0.02% | 0.14% | 0.31% | Q4 2020 | Q3 2023 | 10 |
ABBV | ABBVIE INC | 9 | 1 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 10 |
IWD | ISHARES TR | 9 | 9 | 0.09% | 0.40% | 0.74% | Q3 2021 | Q3 2023 | 9 |
GOOGL | ALPHABET INC | 7 | 1 | 0.03% | 0.16% | 0.59% | Q4 2020 | Q3 2023 | 9 |
XOM | EXXON MOBIL CORP | 4 | 1 | 0.05% | 0.16% | 0.34% | Q4 2020 | Q3 2023 | 9 |
NVO | NOVO-NORDISK A S | 9 | 9 | 0.07% | 0.11% | 0.23% | Q4 2020 | Q4 2022 | 9 |
TGT | TARGET CORP | 9 | 9 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q4 2022 | 9 |
ACWX | ISHARES TR | 8 | 8 | 0.61% | 0.91% | 1.36% | Q1 2018 | Q4 2019 | 8 |
EMXC | ISHARES INC | 8 | 8 | 0.05% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 7 | 1 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q4 2022 | 8 |
VWO | VANGUARD INTL EQUITY I... | 6 | 1 | 0.26% | 2.23% | 4.02% | Q4 2017 | Q1 2020 | 7 |
BBT | BB&T CORP | 7 | 7 | 0.16% | 0.25% | 0.34% | Q1 2018 | Q3 2019 | 7 |
TDTT | FLEXSHARES TR | 7 | 7 | 0.02% | 0.16% | 0.25% | Q1 2022 | Q3 2023 | 7 |
SCHP | SCHWAB STRATEGIC TR | 6 | 1 | 0.02% | 0.11% | 0.15% | Q3 2019 | Q3 2023 | 7 |
VBR | VANGUARD INDEX FDS | 6 | 1 | 0.08% | 0.11% | 0.26% | Q4 2020 | Q3 2022 | 7 |
IBM | INTERNATIONAL BUSINESS... | 4 | 1 | 0.03% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 7 |
VYM | VANGUARD WHITEHALL FDS | 4 | 2 | 0.17% | 0.74% | 3.09% | Q1 2022 | Q3 2023 | 6 |
HD | HOME DEPOT INC | 4 | 1 | 0.04% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 6 |
BRKA | BERKSHIRE HATHAWAY INC... | 6 | 6 | 0.14% | 0.21% | 0.46% | Q4 2021 | Q1 2023 | 6 |
UNH | UNITEDHEALTH GROUP INC | 5 | 1 | 0.04% | 0.20% | 0.74% | Q4 2021 | Q3 2023 | 6 |
WMT | WALMART INC | 5 | 1 | 0.02% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 6 |
SHOP | SHOPIFY INC | 5 | 1 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
CVX | CHEVRON CORP NEW | 5 | 1 | 0.01% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 6 |
ROK | ROCKWELL AUTOMATION INC | 5 | 1 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q2 2022 | 6 |
UBER | UBER TECHNOLOGIES INC | 5 | 5 | 0.37% | 1.31% | 1.88% | Q3 2022 | Q3 2023 | 5 |
IGSB | ISHARES TR | 5 | 5 | 0.33% | 0.45% | 0.61% | Q1 2022 | Q1 2023 | 5 |
COST | COSTCO WHSL CORP NEW | 4 | 1 | 0.05% | 0.29% | 0.50% | Q4 2020 | Q3 2023 | 5 |
FLOT | ISHARES TR | 5 | 5 | 0.14% | 0.21% | 0.30% | Q2 2022 | Q2 2023 | 5 |
MCD | MCDONALDS CORP | 4 | 1 | 0.02% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 5 |
IVE | ISHARES TR | 4 | 1 | 0.01% | 0.15% | 0.24% | Q1 2018 | Q3 2023 | 5 |
IWB | ISHARES TR | 4 | 1 | 0.02% | 0.15% | 0.43% | Q4 2017 | Q3 2023 | 5 |
SPGI | S&P GLOBAL INC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
AXP | AMERICAN EXPRESS CO | 4 | 1 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2022 | 5 |
ECL | ECOLAB INC | 4 | 1 | 0.08% | 0.12% | 0.25% | Q4 2020 | Q4 2022 | 5 |
HYG | ISHARES TR | 5 | 5 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 5 |
QCOM | QUALCOMM INC | 4 | 1 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2022 | 5 |
NXPI | NXP SEMICONDUCTORS N V | 4 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 5 |
RMD | RESMED INC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 5 |
DIS | DISNEY WALT CO | 4 | 1 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 5 |
GOOG | ALPHABET INC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 5 |
HON | HONEYWELL INTL INC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 5 |
PBCT | PEOPLES UNITED FINANCI... | 4 | 4 | 0.23% | 0.86% | 2.01% | Q4 2020 | Q3 2021 | 4 |
VCSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.25% | 0.47% | 0.97% | Q4 2022 | Q3 2023 | 4 |
HYGV | FLEXSHARES TR | 4 | 4 | 0.20% | 0.33% | 0.40% | Q1 2022 | Q4 2022 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.06% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 4 |
MUB | ISHARES TR | 3 | 1 | 0.04% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 4 |
ACN | ACCENTURE PLC IRELAND | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q3 2021 | 4 |
ITW | ILLINOIS TOOL WKS INC | 4 | 4 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q3 2021 | 4 |
MO | ALTRIA GROUP INC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
NSC | NORFOLK SOUTHN CORP | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
MDLZ | MONDELEZ INTL INC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
MAR | MARRIOTT INTL INC NEW | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
AWK | AMERICAN WTR WKS CO IN... | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
WASH | WASHINGTON TR BANCORP INC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 4 |
SJW | SJW GROUP | 4 | 4 | 0.08% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
INTC | INTEL CORP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
ISRG | INTUITIVE SURGICAL INC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 4 |
ACWI | ISHARES TR | 4 | 4 | 0.02% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 0.01% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
VCLT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.16% | 5.26% | 8.61% | Q1 2023 | Q3 2023 | 3 |
VCIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.79% | 5.18% | 8.10% | Q1 2023 | Q3 2023 | 3 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 1 | 0.39% | 3.50% | 9.68% | Q2 2022 | Q3 2023 | 3 |
DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 0.25% | 1.01% | 1.39% | Q1 2023 | Q3 2023 | 3 |
SPSM | SPDR SER TR | 2 | 1 | 0.23% | 0.89% | 2.12% | Q1 2022 | Q3 2023 | 3 |
BSV | VANGUARD BD INDEX FDS | 2 | 1 | 0.34% | 0.50% | 0.70% | Q2 2022 | Q3 2023 | 3 |
DHR | DANAHER CORPORATION | 2 | 1 | 0.23% | 0.38% | 0.65% | Q4 2020 | Q4 2022 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 1 | 0.32% | 0.35% | 0.39% | Q4 2020 | Q4 2022 | 3 |
TMO | THERMO FISHER SCIENTIF... | 2 | 1 | 0.06% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 3 |
DFAT | DIMENSIONAL ETF TRUST | 3 | 3 | 0.05% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
MTB | M & T BK CORP | 3 | 3 | 0.08% | 0.18% | 0.32% | Q2 2022 | Q4 2022 | 3 |
TDTF | FLEXSHARES TR | 3 | 3 | 0.12% | 0.16% | 0.23% | Q2 2021 | Q4 2021 | 3 |
VUG | VANGUARD INDEX FDS | 2 | 1 | 0.11% | 0.15% | 0.22% | Q1 2022 | Q4 2022 | 3 |
NOC | NORTHROP GRUMMAN CORP | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q2 2021 | 3 |
CI | CIGNA CORP NEW | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
TIP | ISHARES TR | 3 | 3 | 0.02% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ODC | OIL DRI CORP AMER | 3 | 3 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
IEMG | ISHARES INC | 1 | 1 | 0.12% | 0.36% | 0.61% | Q1 2021 | Q3 2023 | 2 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.28% | 0.33% | 0.38% | Q1 2019 | Q1 2020 | 2 |
LOW | LOWES COS INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q1 2021 | 2 |
IEFA | ISHARES TR | 1 | 1 | 0.03% | 0.14% | 0.25% | Q1 2021 | Q3 2023 | 2 |
ISTB | ISHARES TR | 1 | 1 | 0.09% | 0.14% | 0.19% | Q2 2022 | Q4 2022 | 2 |
GPK | GRAPHIC PACKAGING HLDG CO | 1 | 1 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q4 2022 | 2 |
NTSX | WISDOMTREE TR | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
IWF | ISHARES TR | 1 | 1 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 2 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 2 |
BLK | BLACKROCK INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
AFL | AFLAC INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
VAR | VARIAN MED SYS INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 2 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 2 |
RQI | COHEN & STEERS QUALITY... | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
AMH | AMERICAN HOMES 4 RENT | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 2 |
BIL | SPDR SER TR | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
MINT | PIMCO ETF TR | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
V | VISA INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
INTU | INTUIT | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
VRSK | VERISK ANALYTICS INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
HYMB | SPDR SER TR | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
CDNS | CADENCE DESIGN SYSTEM INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
MSCI | MSCI INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
NKE | NIKE INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
IDXX | IDEXX LABS INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
VMBS | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
RZV | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
DT | DYNATRACE INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
ADSK | AUTODESK INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
BNL | BROADSTONE NET LEASE INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
EW | EDWARDS LIFESCIENCES CORP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
XMVM | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
FTV | FORTIVE CORP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
IGIB | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
RPG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
ACVA | ACV AUCTIONS INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
WST | WEST PHARMACEUTICAL SV... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
EWBC | EAST WEST BANCORP INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
MTZ | MASTEC INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
IGM | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
DHI | D R HORTON INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
LGFB | LIONS GATE ENTMNT CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
CADE | CADENCE BANCORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
RGA | REINSURANCE GRP OF AME... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
FLTR | VANECK ETF TRUST | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
WBS | WEBSTER FINL CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
FEYE | FIREEYE INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
HIG | HARTFORD FINL SVCS GRO... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
WCC | WESCO INTL INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
ATLASSIAN CORPORATION | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 | |
INGR | INGREDION INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
URBN | URBAN OUTFITTERS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
CRI | CARTERS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
MSGS | MADISON SQUARE GRDN SP... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
URI | UNITED RENTALS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
ACM | AECOM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
AXTA | AXALTA COATING SYS LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
MOO | VANECK ETF TRUST | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
BATRK | LIBERTY MEDIA CORP DEL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
FLEX | FLEX LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
SNPS | SYNOPSYS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
KEY | KEYCORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IWN | ISHARES TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
HWC | HANCOCK WHITNEY CORPOR... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
RWO | SPDR INDEX SHS FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
ALLY | ALLY FINL INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
BWXT | BWX TECHNOLOGIES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
SF | STIFEL FINL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
BERY | BERRY GLOBAL GROUP INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
FNB | F N B CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
ECOVYST INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 | |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
SNV | SYNOVUS FINL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
CIEN | CIENA CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
DGX | QUEST DIAGNOSTICS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
LSI | LIFE STORAGE INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
ZBH | ZIMMER BIOMET HOLDINGS... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
WAL | WESTERN ALLIANCE BANCORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
AEL | AMERICAN EQTY INVT LIF... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
ROST | ROSS STORES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
INFN | INFINERA CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
GSKY | GREENSKY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
SYF | SYNCHRONY FINANCIAL | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
CMP | COMPASS MINERALS INTL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
CACI | CACI INTL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
VFH | VANGUARD WORLD FDS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
KRG | KITE RLTY GROUP TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AIZ | ASSURANT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
TER | TERADYNE INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
KBR | KBR INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
HUN | HUNTSMAN CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ITT | ITT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
AIMC | ALTRA INDL MOTION CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
RBC | REGAL REXNORD CORPORATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
GNR | SPDR INDEX SHS FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
JBHT | HUNT J B TRANS SVCS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
LPX | LOUISIANA PAC CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
IART | INTEGRA LIFESCIENCES H... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
K | KELLOGG CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
TTMI | TTM TECHNOLOGIES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
WERN | WERNER ENTERPRISES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CNXC | CONCENTRIX CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CAG | CONAGRA BRANDS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
JJSF | J & J SNACK FOODS CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
UNF | UNIFIRST CORP MASS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
APTV | APTIV PLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CCK | CROWN HLDGS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SRC | SPIRIT RLTY CAP INC NEW | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
SCI | SERVICE CORP INTL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NXST | NEXSTAR MEDIA GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
DRI | DARDEN RESTAURANTS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
SIGI | SELECTIVE INS GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
FUL | FULLER H B CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
LXP | LXP INDUSTRIAL TRUST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
ARKO | ARKO CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
TFX | TELEFLEX INCORPORATED | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AIRC | APARTMENT INCOME REIT ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
EMR | EMERSON ELEC CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
COLM | COLUMBIA SPORTSWEAR CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
OUT | OUTFRONT MEDIA INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PANW | PALO ALTO NETWORKS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
NTB | BANK OF NT BUTTERFIELD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CE | CELANESE CORP DEL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PII | POLARIS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ESNT | ESSENT GROUP LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
VMC | VULCAN MATLS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
SNX | TD SYNNEX CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ATKR | ATKORE INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ARNC | ARCONIC CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
GOVT | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
GOOS | CANADA GOOSE HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
AA | ALCOA CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CHH | CHOICE HOTELS INTL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
STC | STEWART INFORMATION SV... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CPRI | CAPRI HOLDINGS LIMITED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
INN | SUMMIT HOTEL PPTYS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
VEU | VANGUARD INTL EQUITY I... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DVY | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FB | META PLATFORMS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MMC | MARSH & MCLENNAN COS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
VIAV | VIAVI SOLUTIONS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
DE | DEERE & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ORLY | OREILLY AUTOMOTIVE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
XLC | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INVH | INVITATION HOMES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AVB | AVALONBAY CMNTYS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CPT | CAMDEN PPTY TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RWX | SPDR INDEX SHS FDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BAC | BANK AMERICA CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MRK | MERCK & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MS | MORGAN STANLEY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
UNP | UNION PAC CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GD | GENERAL DYNAMICS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including VANGUARD BD INDEX FDS, ISHARES TR, and VANGUARD INDEX FDS, are the highest-conviction holdings of FIDUCIENT ADVISORS LLC.
The conviction is calculated by counting the number of quarters a security has been reported by FIDUCIENT ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FIDUCIENT ADVISORS LLC owns currently or has owned in the past.