| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 11 | Q3 2023 | 19.3% |
| ISHARES TR | 11 | Q3 2023 | 16.4% |
| ISHARES TR | 11 | Q3 2023 | 14.3% |
| SPDR S&P 500 ETF TR | 11 | Q3 2023 | 11.2% |
| HILLENBRAND INC | 11 | Q3 2023 | 7.8% |
| VANGUARD INDEX FDS | 11 | Q3 2023 | 5.2% |
| ISHARES TR | 11 | Q3 2023 | 9.2% |
| LILLY ELI & CO | 11 | Q3 2023 | 4.3% |
| APPLE INC | 11 | Q3 2023 | 4.3% |
| ISHARES TR | 11 | Q3 2023 | 6.5% |
View Fi3 FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-27 |
View Fi3 FINANCIAL 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.