$175 Million is the total value of Fi3 FINANCIAL ADVISORS, LLC's 71 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -5,764 | -100.0% | -0.23% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,384 | -100.0% | -0.30% | – |
VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -5,392 | -100.0% | -0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
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 | 2024-05-06 |
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 |
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.