$309 Million is the total value of FIDUCIENT ADVISORS LLC's 48 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 80.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $43,568,223 | +228.8% | 115,851 | +207.2% | 14.12% | +262.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $40,521,216 | +0.5% | 98,573 | -6.1% | 13.13% | +10.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $38,868,845 | +2.6% | 526,464 | -0.1% | 12.60% | +13.0% |
| USRT | Buy | ISHARES TRcre u s reit etf | $35,353,735 | +2.4% | 701,463 | +0.5% | 11.46% | +12.8% |
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $26,581,518 | – | 333,436 | +100.0% | 8.61% | – |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $18,999,246 | +81.1% | 90,078 | +75.0% | 6.16% | +99.4% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $18,860,619 | +3.5% | 341,616 | -3.0% | 6.11% | +14.0% |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $17,427,875 | – | 217,251 | +100.0% | 5.65% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $14,928,035 | -3.9% | 78,751 | -6.9% | 4.84% | +5.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $7,424,641 | -1.8% | 18,136 | -8.2% | 2.41% | +8.2% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $6,464,079 | -12.2% | 143,106 | -18.4% | 2.10% | -3.3% |
| UBER | UBER TECHNOLOGIES INC | $4,504,221 | +28.2% | 142,089 | 0.0% | 1.46% | +41.2% | |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $4,253,395 | – | 166,931 | +100.0% | 1.38% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,874,875 | +2.7% | 38,889 | +0.0% | 1.26% | +13.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,017,808 | -1.0% | 14,786 | -7.2% | 0.98% | +9.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,982,804 | +123.4% | 39,129 | +120.4% | 0.97% | +146.1% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $2,036,137 | +3.0% | 48,147 | +5.9% | 0.66% | +13.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,440,069 | -29.7% | 14,892 | -31.2% | 0.47% | -22.6% |
| USHY | ISHARES TRbroad usd high | $1,243,432 | +3.0% | 34,977 | 0.0% | 0.40% | +13.5% | |
| IGSB | Buy | ISHARES TR | $1,162,521 | +2.4% | 23,002 | +1.0% | 0.38% | +12.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,130,833 | +20.5% | 22,322 | +17.7% | 0.37% | +32.6% |
| NFRA | Sell | FLEXSHARES TRstoxx globr inf | $903,670 | -3.8% | 17,395 | -6.6% | 0.29% | +6.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $892,525 | -40.3% | 8,460 | -38.8% | 0.29% | -34.3% |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $871,964 | – | 19,595 | +100.0% | 0.28% | – |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $832,864 | +2.5% | 13,036 | -6.1% | 0.27% | +13.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $829,665 | -1.0% | 5,449 | -1.4% | 0.27% | +8.9% |
| MUB | New | ISHARES TRnational mun etf | $812,036 | – | 7,537 | +100.0% | 0.26% | – |
| EMXC | ISHARES INCmsci emrg chn | $779,463 | +3.9% | 15,801 | 0.0% | 0.25% | +14.5% | |
| TLTE | FLEXSHARES TRmstar emkt fac | $760,681 | +4.9% | 15,495 | 0.0% | 0.25% | +15.5% | |
| FLOT | ISHARES TRfltg rate nt etf | $733,175 | +0.1% | 14,550 | 0.0% | 0.24% | +10.7% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $701,042 | -11.8% | 2,802 | -14.7% | 0.23% | -3.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $684,934 | -23.0% | 9,577 | -29.3% | 0.22% | -15.3% |
| IWR | Sell | ISHARES TRrus mid cap etf | $543,474 | -9.8% | 7,773 | -13.0% | 0.18% | -0.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $465,600 | -0.7% | 1 | 0.0% | 0.15% | +9.4% | |
| TDTT | FLEXSHARES TRiboxx 3r targt | $409,440 | +2.8% | 16,940 | 0.0% | 0.13% | +13.7% | |
| MSFT | Sell | MICROSOFT CORP | $411,981 | -87.0% | 1,429 | -89.2% | 0.13% | -85.7% |
| TIP | New | ISHARES TRtips bd etf | $363,598 | – | 3,298 | +100.0% | 0.12% | – |
| AAPL | Sell | APPLE INC | $357,542 | -82.7% | 2,168 | -86.3% | 0.12% | -80.9% |
| TFC | Buy | TRUIST FINL CORP | $315,152 | -20.5% | 9,242 | +0.3% | 0.10% | -12.8% |
| ACWI | ISHARES TRmsci acwi etf | $280,525 | +7.4% | 3,077 | 0.0% | 0.09% | +18.2% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $273,570 | -85.3% | 886 | -85.3% | 0.09% | -83.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $272,957 | +7.4% | 1,212 | +0.4% | 0.09% | +17.3% |
| NTSX | Sell | WISDOMTREE TRus efficient cor | $271,715 | -44.8% | 7,750 | -48.9% | 0.09% | -39.3% |
| IJS | ISHARES TRsp smcp600vl etf | $264,673 | +2.5% | 2,828 | 0.0% | 0.09% | +13.2% | |
| DKS | Sell | DICKS SPORTING GOODS INC | $262,352 | -53.5% | 1,849 | -60.6% | 0.08% | -48.8% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $252,205 | -10.8% | 7,247 | -17.5% | 0.08% | -1.2% |
| ODC | New | OIL DRI CORP AMER | $208,050 | – | 5,000 | +100.0% | 0.07% | – |
| D | DOMINION ENERGY INC | $203,009 | -8.8% | 3,631 | 0.0% | 0.07% | 0.0% | |
| VIAV | Exit | VIAVI SOLUTIONS INC | $0 | – | -13,750 | -100.0% | -0.04% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,450 | -100.0% | -0.06% | – |
| INN | Exit | SUMMIT HOTEL PPTYS INC | $0 | – | -28,700 | -100.0% | -0.06% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -3,700 | -100.0% | -0.06% | – |
| STC | Exit | STEWART INFORMATION SVCS COR | $0 | – | -5,250 | -100.0% | -0.07% | – |
| CHH | Exit | CHOICE HOTELS INTL INC | $0 | – | -1,975 | -100.0% | -0.07% | – |
| AA | Exit | ALCOA CORP | $0 | – | -4,950 | -100.0% | -0.07% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -2,060 | -100.0% | -0.07% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,312 | -100.0% | -0.07% | – |
| ARNC | Exit | ARCONIC CORPORATION | $0 | – | -11,325 | -100.0% | -0.07% | – |
| ATKR | Exit | ATKORE INC | $0 | – | -2,150 | -100.0% | -0.07% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -1,400 | -100.0% | -0.07% | – |
| SNX | Exit | TD SYNNEX CORPORATION | $0 | – | -2,575 | -100.0% | -0.07% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -7,505 | -100.0% | -0.07% | – |
| ESNT | Exit | ESSENT GROUP LTD | $0 | – | -6,475 | -100.0% | -0.07% | – |
| PII | Exit | POLARIS INC | $0 | – | -2,525 | -100.0% | -0.08% | – |
| CE | Exit | CELANESE CORP DEL | $0 | – | -2,525 | -100.0% | -0.08% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -1,770 | -100.0% | -0.08% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,760 | -100.0% | -0.08% | – |
| NTB | Exit | BANK OF NT BUTTERFIELD&SON L | $0 | – | -8,900 | -100.0% | -0.08% | – |
| COLM | Exit | COLUMBIA SPORTSWEAR CO | $0 | – | -3,125 | -100.0% | -0.08% | – |
| OUT | Exit | OUTFRONT MEDIA INC | $0 | – | -16,675 | -100.0% | -0.08% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -2,022 | -100.0% | -0.08% | – |
| AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -9,250 | -100.0% | -0.08% | – |
| AIRC | Exit | APARTMENT INCOME REIT CORP | $0 | – | -8,122 | -100.0% | -0.08% | – |
| TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -1,120 | -100.0% | -0.08% | – |
| FUL | Exit | FULLER H B CO | $0 | – | -3,950 | -100.0% | -0.08% | – |
| LXP | Exit | LXP INDUSTRIAL TRUST | $0 | – | -27,675 | -100.0% | -0.08% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -6,257 | -100.0% | -0.09% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,920 | -100.0% | -0.09% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,707 | -100.0% | -0.09% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -895 | -100.0% | -0.09% | – |
| SIGI | Exit | SELECTIVE INS GROUP INC | $0 | – | -3,500 | -100.0% | -0.09% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,310 | -100.0% | -0.09% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -2,265 | -100.0% | -0.09% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP INC | $0 | – | -1,825 | -100.0% | -0.09% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,980 | -100.0% | -0.09% | – |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -4,650 | -100.0% | -0.10% | – |
| SRC | Exit | SPIRIT RLTY CAP INC NEW | $0 | – | -8,030 | -100.0% | -0.10% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -3,975 | -100.0% | -0.10% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -1,975 | -100.0% | -0.10% | – |
| APTV | Exit | APTIV PLC | $0 | – | -3,525 | -100.0% | -0.10% | – |
| UNF | Exit | UNIFIRST CORP MASS | $0 | – | -1,725 | -100.0% | -0.10% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,307 | -100.0% | -0.10% | – |
| JJSF | Exit | J & J SNACK FOODS CORP | $0 | – | -2,315 | -100.0% | -0.10% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -9,050 | -100.0% | -0.10% | – |
| GPK | Exit | GRAPHIC PACKAGING HLDG CO | $0 | – | -15,850 | -100.0% | -0.10% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,343 | -100.0% | -0.10% | – |
| CNXC | Exit | CONCENTRIX CORP | $0 | – | -2,675 | -100.0% | -0.10% | – |
| WERN | Exit | WERNER ENTERPRISES INC | $0 | – | -8,900 | -100.0% | -0.11% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,683 | -100.0% | -0.11% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,060 | -100.0% | -0.11% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -3,050 | -100.0% | -0.11% | – |
| K | Exit | KELLOGG CO | $0 | – | -5,290 | -100.0% | -0.11% | – |
| IART | Exit | INTEGRA LIFESCIENCES HLDGS C | $0 | – | -6,725 | -100.0% | -0.11% | – |
| TTMI | Exit | TTM TECHNOLOGIES INC | $0 | – | -25,100 | -100.0% | -0.11% | – |
| LPX | Exit | LOUISIANA PAC CORP | $0 | – | -6,500 | -100.0% | -0.11% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC | $0 | – | -2,225 | -100.0% | -0.11% | – |
| KO | Exit | COCA COLA CO | $0 | – | -6,114 | -100.0% | -0.11% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,779 | -100.0% | -0.12% | – |
| AIMC | Exit | ALTRA INDL MOTION CORP | $0 | – | -6,650 | -100.0% | -0.12% | – |
| RBC | Exit | REGAL REXNORD CORPORATION | $0 | – | -3,292 | -100.0% | -0.12% | – |
| ITT | Exit | ITT INC | $0 | – | -4,920 | -100.0% | -0.12% | – |
| HUN | Exit | HUNTSMAN CORP | $0 | – | -14,550 | -100.0% | -0.12% | – |
| KBR | Exit | KBR INC | $0 | – | -7,655 | -100.0% | -0.12% | – |
| TER | Exit | TERADYNE INC | $0 | – | -4,654 | -100.0% | -0.12% | – |
| AIZ | Exit | ASSURANT INC | $0 | – | -3,250 | -100.0% | -0.12% | – |
| KRG | Exit | KITE RLTY GROUP TR | $0 | – | -19,525 | -100.0% | -0.12% | – |
| CACI | Exit | CACI INTL INCcl a | $0 | – | -1,390 | -100.0% | -0.12% | – |
| SYF | Exit | SYNCHRONY FINANCIAL | $0 | – | -12,825 | -100.0% | -0.12% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -3,700 | -100.0% | -0.13% | – |
| AEL | Exit | AMERICAN EQTY INVT LIFE HLD | $0 | – | -9,450 | -100.0% | -0.13% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -7,325 | -100.0% | -0.13% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -3,425 | -100.0% | -0.13% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -4,450 | -100.0% | -0.13% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -3,250 | -100.0% | -0.13% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -2,825 | -100.0% | -0.13% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -8,700 | -100.0% | -0.13% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,090 | -100.0% | -0.13% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -11,925 | -100.0% | -0.13% | – |
| FNB | Exit | F N B CORP | $0 | – | -35,975 | -100.0% | -0.14% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC | $0 | – | -7,983 | -100.0% | -0.14% | – |
| SF | Exit | STIFEL FINL CORP | $0 | – | -8,275 | -100.0% | -0.14% | – |
| ON | Exit | ON SEMICONDUCTOR CORP | $0 | – | -7,775 | -100.0% | -0.14% | – |
| ALLY | Exit | ALLY FINL INC | $0 | – | -20,150 | -100.0% | -0.14% | – |
| HWC | Exit | HANCOCK WHITNEY CORPORATION | $0 | – | -10,400 | -100.0% | -0.15% | – |
| KEY | Exit | KEYCORP | $0 | – | -30,350 | -100.0% | -0.16% | – |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -1,700 | -100.0% | -0.16% | – |
| FLEX | Exit | FLEX LTDord | $0 | – | -26,302 | -100.0% | -0.17% | – |
| ACM | Exit | AECOM | $0 | – | -6,775 | -100.0% | -0.17% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -1,625 | -100.0% | -0.17% | – |
| Exit | ATLASSIAN CORPORATIONcl a | $0 | – | -4,885 | -100.0% | -0.18% | – | |
| WCC | Exit | WESCO INTL INC | $0 | – | -5,050 | -100.0% | -0.19% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -10,229 | -100.0% | -0.19% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -8,425 | -100.0% | -0.19% | – |
| WBS | Exit | WEBSTER FINL CORP | $0 | – | -14,300 | -100.0% | -0.20% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,873 | -100.0% | -0.20% | – |
| HYGV | Exit | FLEXSHARES TRhig yld vl etf | $0 | – | -17,226 | -100.0% | -0.20% | – |
| RGA | Exit | REINSURANCE GRP OF AMERICA I | $0 | – | -4,850 | -100.0% | -0.20% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -8,200 | -100.0% | -0.22% | – |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -2,680 | -100.0% | -0.22% | – |
| MTZ | Exit | MASTEC INC | $0 | – | -8,825 | -100.0% | -0.22% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -2,907 | -100.0% | -0.23% | – |
| BX | Exit | BLACKSTONE INC | $0 | – | -10,573 | -100.0% | -0.23% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -11,925 | -100.0% | -0.23% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -5,801 | -100.0% | -0.25% | – |
| WST | Exit | WEST PHARMACEUTICAL SVSC INC | $0 | – | -4,094 | -100.0% | -0.28% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -739 | -100.0% | -0.30% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -28,631 | -100.0% | -0.31% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -16,521 | -100.0% | -0.31% | – |
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -24,550 | -100.0% | -0.32% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -3,263 | -100.0% | -0.32% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -14,720 | -100.0% | -0.32% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -6,764 | -100.0% | -0.33% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -6,243 | -100.0% | -0.34% | – |
| DT | Exit | DYNATRACE INC | $0 | – | -31,971 | -100.0% | -0.36% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -3,888 | -100.0% | -0.36% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -3,561 | -100.0% | -0.37% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -3,271 | -100.0% | -0.37% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -3,399 | -100.0% | -0.41% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -11,991 | -100.0% | -0.41% | – |
| MSCI | Exit | MSCI INC | $0 | – | -3,031 | -100.0% | -0.42% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -8,856 | -100.0% | -0.42% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -9,194 | -100.0% | -0.48% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -12,546 | -100.0% | -0.54% | – |
| INTU | Exit | INTUIT | $0 | – | -4,715 | -100.0% | -0.54% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -9,423 | -100.0% | -0.59% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -22,712 | -100.0% | -0.59% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -23,965 | -100.0% | -0.60% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -8,325 | -100.0% | -0.65% | – |
| V | Exit | VISA INC | $0 | – | -11,534 | -100.0% | -0.70% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -4,734 | -100.0% | -0.74% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -201,032 | -100.0% | -10.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.