$157 Million is the total value of FIDUCIENT ADVISORS LLC's 8 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $46,980,000 | – | 174,743 | +100.0% | 29.90% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $33,142,000 | – | 406,300 | +100.0% | 21.09% | – |
| VOO | New | VANGUARD INDEX FDS | $25,963,000 | – | 105,846 | +100.0% | 16.52% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $19,605,000 | – | 132,646 | +100.0% | 12.48% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $16,352,000 | – | 287,830 | +100.0% | 10.40% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $8,104,000 | – | 52,361 | +100.0% | 5.16% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,323,000 | – | 137,722 | +100.0% | 4.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $682,000 | – | 4,589 | +100.0% | 0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 21.2% |
| ISHARES TR | 24 | Q3 2023 | 29.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 47.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 12.5% |
| VANGUARD STAR FDS | 24 | Q3 2023 | 10.5% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 6.2% |
| ISHARES TR | 23 | Q3 2023 | 20.9% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q3 2023 | 11.8% |
| ISHARES TR | 23 | Q3 2023 | 2.3% |
| ISHARES TR | 23 | Q3 2023 | 0.4% |
View FIDUCIENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View FIDUCIENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.