$340 Million is the total value of FIDUCIENT ADVISORS LLC's 174 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 215.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $40,325,811 | -1.7% | 104,958 | -8.2% | 11.87% | -39.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $37,868,762 | +4.7% | 527,126 | +3.9% | 11.14% | -35.1% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $35,019,725 | +8.6% | 201,032 | +2.0% | 10.30% | -32.7% |
| USRT | Buy | ISHARES TRcre u s reit etf | $34,512,441 | +996.7% | 697,926 | +953.5% | 10.16% | +579.7% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $18,214,763 | +11.9% | 352,180 | -0.9% | 5.36% | -30.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $15,528,061 | +29.6% | 84,603 | +20.7% | 4.57% | -19.7% |
| VOO | Buy | VANGUARD INDEX FDS | $13,250,229 | +25.7% | 37,713 | +18.0% | 3.90% | -22.1% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $10,492,755 | +0.7% | 51,483 | -7.1% | 3.09% | -37.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $7,557,141 | -10.5% | 19,761 | -16.4% | 2.22% | -44.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $7,360,493 | +20.5% | 175,375 | +4.4% | 2.17% | -25.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,771,426 | +21.2% | 38,885 | +20.4% | 1.11% | -24.8% |
| UBER | UBER TECHNOLOGIES INC | $3,513,861 | -6.7% | 142,089 | 0.0% | 1.03% | -42.2% | |
| MSFT | Buy | MICROSOFT CORP | $3,168,502 | +239.2% | 13,212 | +229.5% | 0.93% | +110.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,046,770 | +673.3% | 15,936 | +626.7% | 0.90% | +379.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,509,872 | +996.0% | 4,734 | +942.7% | 0.74% | +578.0% |
| V | New | VISA INC | $2,396,304 | – | 11,534 | +100.0% | 0.70% | – |
| DHR | New | DANAHER CORPORATION | $2,211,703 | – | 8,325 | +100.0% | 0.65% | – |
| AAPL | Buy | APPLE INC | $2,060,830 | -4.3% | 15,861 | +1.8% | 0.61% | -40.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,049,512 | +19.0% | 21,656 | +9.6% | 0.60% | -26.3% |
| AMZN | Buy | AMAZON COM INC | $2,037,322 | +209.6% | 23,965 | +311.8% | 0.60% | +92.0% |
| GOOGL | New | ALPHABET INCcap stk cl a | $2,003,880 | – | 22,712 | +100.0% | 0.59% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $1,996,357 | – | 9,423 | +100.0% | 0.59% | – |
| GUNR | Sell | FLEXSHARES TRmornstar upstr | $1,976,885 | +14.5% | 45,477 | -1.0% | 0.58% | -29.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,862,358 | +16.5% | 6,029 | +0.7% | 0.55% | -27.8% |
| INTU | New | INTUIT | $1,835,172 | – | 4,715 | +100.0% | 0.54% | – |
| NVDA | Buy | NVIDIA CORPORATION | $1,833,472 | +452.3% | 12,546 | +358.9% | 0.54% | +241.8% |
| VRSK | New | VERISK ANALYTICS INC | $1,622,005 | – | 9,194 | +100.0% | 0.48% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,495,138 | – | 13,817 | +100.0% | 0.44% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $1,422,628 | – | 8,856 | +100.0% | 0.42% | – |
| MSCI | New | MSCI INC | $1,409,930 | – | 3,031 | +100.0% | 0.42% | – |
| NKE | New | NIKE INCcl b | $1,403,091 | – | 11,991 | +100.0% | 0.41% | – |
| IDXX | New | IDEXX LABS INC | $1,386,656 | – | 3,399 | +100.0% | 0.41% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,334,904 | – | 17,754 | +100.0% | 0.39% | – |
| NOW | New | SERVICENOW INC | $1,270,031 | – | 3,271 | +100.0% | 0.37% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $1,261,876 | – | 3,561 | +100.0% | 0.37% | – |
| HD | New | HOME DEPOT INC | $1,228,064 | – | 3,888 | +100.0% | 0.36% | – |
| DT | New | DYNATRACE INC | $1,224,489 | – | 31,971 | +100.0% | 0.36% | – |
| USHY | Sell | ISHARES TRbroad usd high | $1,207,756 | +1.0% | 34,977 | -1.7% | 0.36% | -37.5% |
| ADSK | New | AUTODESK INC | $1,166,629 | – | 6,243 | +100.0% | 0.34% | – |
| IGSB | Buy | ISHARES TR | $1,134,850 | +8.8% | 22,779 | +7.6% | 0.33% | -32.5% |
| ADI | New | ANALOG DEVICES INC | $1,109,499 | – | 6,764 | +100.0% | 0.33% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $1,098,259 | – | 14,720 | +100.0% | 0.32% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $1,098,097 | – | 3,263 | +100.0% | 0.32% | – |
| XMVM | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $1,081,170 | – | 24,550 | +100.0% | 0.32% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $1,060,492 | – | 28,631 | +100.0% | 0.31% | – |
| FTV | New | FORTIVE CORP | $1,061,474 | – | 16,521 | +100.0% | 0.31% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,025,355 | – | 739 | +100.0% | 0.30% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $963,523 | – | 4,094 | +100.0% | 0.28% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $938,726 | – | 18,968 | +100.0% | 0.28% | – |
| NFRA | FLEXSHARES TRstoxx globr inf | $939,290 | +10.4% | 18,633 | 0.0% | 0.28% | -31.7% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $889,195 | +101.2% | 13,547 | +71.7% | 0.26% | +24.8% |
| ECL | New | ECOLAB INC | $847,468 | – | 5,801 | +100.0% | 0.25% | – |
| IWD | Sell | ISHARES TRrus 1000 val etf | $838,321 | -6.7% | 5,528 | -16.4% | 0.25% | -42.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $812,505 | +33.9% | 13,889 | +32.4% | 0.24% | -17.0% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $794,864 | +20.1% | 3,286 | +8.9% | 0.23% | -25.5% |
| EWBC | New | EAST WEST BANCORP INC | $785,858 | – | 11,925 | +100.0% | 0.23% | – |
| BX | New | BLACKSTONE INC | $784,411 | – | 10,573 | +100.0% | 0.23% | – |
| ENPH | New | ENPHASE ENERGY INC | $770,239 | – | 2,907 | +100.0% | 0.23% | – |
| MTZ | New | MASTEC INC | $753,037 | – | 8,825 | +100.0% | 0.22% | – |
| IGM | New | ISHARES TRexpnd tec sc etf | $750,439 | – | 2,680 | +100.0% | 0.22% | – |
| EMXC | Sell | ISHARES INCmsci emrg chn | $750,073 | -6.7% | 15,801 | -13.0% | 0.22% | -42.1% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $732,302 | +101.2% | 14,550 | +100.7% | 0.22% | +24.3% |
| DHI | New | D R HORTON INC | $730,948 | – | 8,200 | +100.0% | 0.22% | – |
| TLTE | Sell | FLEXSHARES TRmstar emkt fac | $724,856 | -1.1% | 15,495 | -10.2% | 0.21% | -38.8% |
| RGA | New | REINSURANCE GRP OF AMERICA I | $689,137 | – | 4,850 | +100.0% | 0.20% | – |
| HYGV | Sell | FLEXSHARES TRhig yld vl etf | $686,456 | -18.5% | 17,226 | -20.0% | 0.20% | -49.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $684,165 | +16.0% | 3,873 | +7.2% | 0.20% | -28.2% |
| WBS | New | WEBSTER FINL CORP | $676,962 | – | 14,300 | +100.0% | 0.20% | – |
| SQ | New | BLOCK INCcl a | $642,790 | – | 10,229 | +100.0% | 0.19% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $642,342 | – | 8,425 | +100.0% | 0.19% | – |
| WCC | New | WESCO INTL INC | $632,260 | – | 5,050 | +100.0% | 0.19% | – |
| New | ATLASSIAN CORPORATIONcl a | $628,602 | – | 4,885 | +100.0% | 0.18% | – | |
| IWR | Buy | ISHARES TRrus mid cap etf | $602,729 | +25.3% | 8,936 | +15.4% | 0.18% | -22.4% |
| URI | New | UNITED RENTALS INC | $577,558 | – | 1,625 | +100.0% | 0.17% | – |
| ACM | New | AECOM | $575,401 | – | 6,775 | +100.0% | 0.17% | – |
| FLEX | New | FLEX LTDord | $564,441 | – | 26,302 | +100.0% | 0.17% | – |
| DKS | Buy | DICKS SPORTING GOODS INC | $564,596 | +15.2% | 4,694 | +0.2% | 0.17% | -28.8% |
| SNPS | New | SYNOPSYS INC | $542,793 | – | 1,700 | +100.0% | 0.16% | – |
| KEY | New | KEYCORP | $528,697 | – | 30,350 | +100.0% | 0.16% | – |
| HWC | New | HANCOCK WHITNEY CORPORATION | $503,256 | – | 10,400 | +100.0% | 0.15% | – |
| ALLY | New | ALLY FINL INC | $492,668 | – | 20,150 | +100.0% | 0.14% | – |
| NTSX | New | WISDOMTREE TRus efficient cor | $492,169 | – | 15,167 | +100.0% | 0.14% | – |
| ON | New | ON SEMICONDUCTOR CORP | $484,927 | – | 7,775 | +100.0% | 0.14% | – |
| SF | New | STIFEL FINL CORP | $483,012 | – | 8,275 | +100.0% | 0.14% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $482,413 | – | 7,983 | +100.0% | 0.14% | – |
| FNB | New | F N B CORP | $469,474 | – | 35,975 | +100.0% | 0.14% | – |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $468,711 | +15.4% | 1 | 0.0% | 0.14% | -28.5% | |
| SNV | New | SYNOVUS FINL CORP | $451,838 | – | 11,925 | +100.0% | 0.13% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $447,762 | – | 2,090 | +100.0% | 0.13% | – |
| CIEN | New | CIENA CORP | $443,526 | – | 8,700 | +100.0% | 0.13% | – |
| DGX | New | QUEST DIAGNOSTICS INC | $441,943 | – | 2,825 | +100.0% | 0.13% | – |
| ALL | New | ALLSTATE CORP | $443,463 | – | 3,250 | +100.0% | 0.13% | – |
| LSI | New | LIFE STORAGE INC | $438,325 | – | 4,450 | +100.0% | 0.13% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $436,688 | – | 3,425 | +100.0% | 0.13% | – |
| WAL | New | WESTERN ALLIANCE BANCORP | $436,277 | – | 7,325 | +100.0% | 0.13% | – |
| AEL | New | AMERICAN EQTY INVT LIFE HLD | $431,109 | – | 9,450 | +100.0% | 0.13% | – |
| ROST | New | ROSS STORES INC | $429,459 | – | 3,700 | +100.0% | 0.13% | – |
| SYF | New | SYNCHRONY FINANCIAL | $421,430 | – | 12,825 | +100.0% | 0.12% | – |
| CACI | New | CACI INTL INCcl a | $417,820 | – | 1,390 | +100.0% | 0.12% | – |
| KRG | New | KITE RLTY GROUP TR | $411,001 | – | 19,525 | +100.0% | 0.12% | – |
| AIZ | New | ASSURANT INC | $406,445 | – | 3,250 | +100.0% | 0.12% | – |
| TER | New | TERADYNE INC | $406,527 | – | 4,654 | +100.0% | 0.12% | – |
| KBR | New | KBR INC | $405,103 | – | 7,655 | +100.0% | 0.12% | – |
| HUN | New | HUNTSMAN CORP | $399,834 | – | 14,550 | +100.0% | 0.12% | – |
| AIMC | New | ALTRA INDL MOTION CORP | $398,130 | – | 6,650 | +100.0% | 0.12% | – |
| TDTT | Sell | FLEXSHARES TRiboxx 3r targt | $398,429 | -20.6% | 16,940 | -21.1% | 0.12% | -50.8% |
| TFC | TRUIST FINL CORP | $396,349 | -1.2% | 9,211 | 0.0% | 0.12% | -38.4% | |
| RBC | New | REGAL REXNORD CORPORATION | $396,126 | – | 3,292 | +100.0% | 0.12% | – |
| ITT | New | ITT INC | $399,012 | – | 4,920 | +100.0% | 0.12% | – |
| WMT | Buy | WALMART INC | $395,528 | +14.3% | 2,779 | +4.2% | 0.12% | -29.3% |
| KO | Buy | COCA COLA CO | $388,912 | +17.9% | 6,114 | +4.6% | 0.11% | -27.4% |
| JBHT | New | HUNT J B TRANS SVCS INC | $387,951 | – | 2,225 | +100.0% | 0.11% | – |
| LPX | New | LOUISIANA PAC CORP | $384,800 | – | 6,500 | +100.0% | 0.11% | – |
| TTMI | New | TTM TECHNOLOGIES INC | $378,508 | – | 25,100 | +100.0% | 0.11% | – |
| IART | New | INTEGRA LIFESCIENCES HLDGS C | $377,071 | – | 6,725 | +100.0% | 0.11% | – |
| K | New | KELLOGG CO | $376,860 | – | 5,290 | +100.0% | 0.11% | – |
| EA | New | ELECTRONIC ARTS INC | $372,649 | – | 3,050 | +100.0% | 0.11% | – |
| CVX | Sell | CHEVRON CORP NEW | $369,749 | +20.8% | 2,060 | -3.3% | 0.11% | -24.8% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $359,272 | – | 1,683 | +100.0% | 0.11% | – |
| WERN | New | WERNER ENTERPRISES INC | $359,471 | – | 8,900 | +100.0% | 0.11% | – |
| CNXC | New | CONCENTRIX CORP | $356,203 | – | 2,675 | +100.0% | 0.10% | – |
| PG | PROCTER AND GAMBLE CO | $355,105 | +20.0% | 2,343 | 0.0% | 0.10% | -26.2% | |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $354,533 | – | 15,850 | +100.0% | 0.10% | – |
| CAG | New | CONAGRA BRANDS INC | $350,235 | – | 9,050 | +100.0% | 0.10% | – |
| JJSF | New | J & J SNACK FOODS CORP | $348,199 | – | 2,315 | +100.0% | 0.10% | – |
| PM | PHILIP MORRIS INTL INC | $338,901 | +21.5% | 3,307 | 0.0% | 0.10% | -24.2% | |
| UNF | New | UNIFIRST CORP MASS | $333,443 | – | 1,725 | +100.0% | 0.10% | – |
| APTV | New | APTIV PLC | $328,283 | – | 3,525 | +100.0% | 0.10% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $327,277 | – | 1,975 | +100.0% | 0.10% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $326,115 | – | 8,030 | +100.0% | 0.10% | – |
| CCK | New | CROWN HLDGS INC | $326,785 | – | 3,975 | +100.0% | 0.10% | – |
| SCI | New | SERVICE CORP INTL | $321,501 | – | 4,650 | +100.0% | 0.10% | – |
| ABBV | Buy | ABBVIE INC | $319,988 | +23.5% | 1,980 | +2.4% | 0.09% | -23.6% |
| NXST | New | NEXSTAR MEDIA GROUP INC | $319,430 | – | 1,825 | +100.0% | 0.09% | – |
| DRI | New | DARDEN RESTAURANTS INC | $313,317 | – | 2,265 | +100.0% | 0.09% | – |
| SIGI | New | SELECTIVE INS GROUP INC | $310,135 | – | 3,500 | +100.0% | 0.09% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $309,771 | +35.9% | 2,310 | +6.0% | 0.09% | -15.7% |
| XOM | Buy | EXXON MOBIL CORP | $298,582 | +33.3% | 2,707 | +5.5% | 0.09% | -17.0% |
| SPGI | S&P GLOBAL INC | $299,771 | +9.8% | 895 | 0.0% | 0.09% | -32.3% | |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $296,117 | – | 3,920 | +100.0% | 0.09% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $290,575 | – | 6,257 | +100.0% | 0.09% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $282,775 | – | 8,779 | +100.0% | 0.08% | – |
| LXP | New | LXP INDUSTRIAL TRUST | $280,763 | – | 27,675 | +100.0% | 0.08% | – |
| FUL | New | FULLER H B CO | $282,899 | – | 3,950 | +100.0% | 0.08% | – |
| TFX | New | TELEFLEX INCORPORATED | $279,586 | – | 1,120 | +100.0% | 0.08% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $278,666 | – | 8,122 | +100.0% | 0.08% | – |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $278,795 | – | 9,250 | +100.0% | 0.08% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $273,688 | – | 3,125 | +100.0% | 0.08% | – |
| OUT | New | OUTFRONT MEDIA INC | $276,472 | – | 16,675 | +100.0% | 0.08% | – |
| NVO | NOVO-NORDISK A Sadr | $273,657 | +36.1% | 2,022 | 0.0% | 0.08% | -14.7% | |
| NTB | New | BANK OF NT BUTTERFIELD&SON L | $265,309 | – | 8,900 | +100.0% | 0.08% | – |
| TGT | Buy | TARGET CORP | $262,310 | +6.2% | 1,760 | +5.6% | 0.08% | -34.2% |
| ACWI | New | ISHARES TRmsci acwi etf | $261,199 | – | 3,077 | +100.0% | 0.08% | – |
| CE | New | CELANESE CORP DEL | $258,156 | – | 2,525 | +100.0% | 0.08% | – |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $258,225 | +9.9% | 2,828 | -1.0% | 0.08% | -32.1% |
| MTB | M & T BK CORP | $256,756 | -17.7% | 1,770 | 0.0% | 0.08% | -48.6% | |
| IWB | New | ISHARES TRrus 1000 etf | $254,182 | – | 1,207 | +100.0% | 0.08% | – |
| PII | New | POLARIS INC | $255,025 | – | 2,525 | +100.0% | 0.08% | – |
| ESNT | New | ESSENT GROUP LTD | $251,748 | – | 6,475 | +100.0% | 0.07% | – |
| LUV | New | SOUTHWEST AIRLS CO | $252,693 | – | 7,505 | +100.0% | 0.07% | – |
| VMC | New | VULCAN MATLS CO | $245,154 | – | 1,400 | +100.0% | 0.07% | – |
| SNX | New | TD SYNNEX CORPORATION | $243,878 | – | 2,575 | +100.0% | 0.07% | – |
| ATKR | New | ATKORE INC | $243,853 | – | 2,150 | +100.0% | 0.07% | – |
| ARNC | New | ARCONIC CORPORATION | $239,637 | – | 11,325 | +100.0% | 0.07% | – |
| PEP | Buy | PEPSICO INC | $238,573 | +15.3% | 1,312 | +3.6% | 0.07% | -28.6% |
| ABT | New | ABBOTT LABS | $226,167 | – | 2,060 | +100.0% | 0.07% | – |
| D | DOMINION ENERGY INC | $222,653 | -11.3% | 3,631 | 0.0% | 0.07% | -44.5% | |
| CHH | New | CHOICE HOTELS INTL INC | $222,933 | – | 1,975 | +100.0% | 0.07% | – |
| AA | New | ALCOA CORP | $225,077 | – | 4,950 | +100.0% | 0.07% | – |
| STC | New | STEWART INFORMATION SVCS COR | $224,333 | – | 5,250 | +100.0% | 0.07% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $212,084 | – | 3,700 | +100.0% | 0.06% | – |
| INN | New | SUMMIT HOTEL PPTYS INC | $207,214 | – | 28,700 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $204,291 | – | 1,450 | +100.0% | 0.06% | – |
| VIAV | New | VIAVI SOLUTIONS INC | $144,513 | – | 13,750 | +100.0% | 0.04% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -1,520 | -100.0% | -0.10% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,700 | -100.0% | -0.12% | – |
| VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,416 | -100.0% | -0.12% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -3,003 | -100.0% | -0.17% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,714 | -100.0% | -0.25% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -9,528 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-03
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 | 2024-02-05 |
| 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 |
| 13F-HR | 2021-11-03 |
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.