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CIK: 0001566601
Total reported value
$331.7M
$331.7M
178 檔
25.1%
In Q4 2024, FDx Advisors, Inc.'s U.S. equity holdings reached a combined market value of $331.7M, distributed across 178 disclosed stock positions.
During Q4 2024, FDx Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BND, IDEV, IWF) accounted for 25.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 6.22% | +0.33% | +8.22% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.71% | -0.15% | -6.16% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.59% | +0.33% | -9.55% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 4.45% | -0.51% | -2.53% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.42% | -0.42% | +100.54% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.32% | +0.11% | -7.28% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.74% | +0.30% | -3.41% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.97% | +1.02% | +87.66% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.82% | -0.17% | -1.82% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.96% | -0.36% | +1.67% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.94% | +0.15% | +27.80% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.91% | +0.13% | -13.04% | |
| 13 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.91% | -0.14% | -3.18% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.63% | — | -6.71% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.61% | — | -1.41% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | +0.01% | +128.72% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.55% | -0.17% | +37.59% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.55% | +0.06% | -5.67% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.52% | -0.36% | -7.09% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.41% | — | -0.62% | |
| 21 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.35% | +0.20% | -26.63% | |
| 22 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 1.34% | -0.23% | +8.00% | |
| 23 | DSTL | Distillate US Fundamental St | ETF-Other | 1.29% | — | -0.67% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.06% | -4.44% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | +0.02% | -6.97% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.10% | -3.98% | |
| 27 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.09% | — | -0.03% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.07% | -0.02% | -2.84% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.04% | -0.07% | -6.31% | |
| 30 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.02% | -0.04% | -6.66% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | -54.89% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | — | -2.32% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.86% | -0.16% | +1.59% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.83% | +0.05% | -6.38% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.09% | -4.82% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.76% | -0.05% | +3.63% | |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.70% | -0.01% | -4.09% | |
| 38 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.70% | — | -5.07% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.04% | -1.94% | |
| 40 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.64% | — | -0.74% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.01% | -2.96% | |
| 42 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.61% | -0.05% | +3.16% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | -0.27% | EXIT | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | +0.03% | +10.37% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.04% | -1.88% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.50% | — | +35.20% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | +0.31% | -5.29% | |
| 48 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.46% | -0.30% | -0.41% | |
| 49 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.45% | -0.09% | +15.79% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.02% | -14.90% |
According to official SEC Form 13F filings, FDx Advisors, Inc. reported a total U.S. public equity portfolio value of $331.7M across 178 disclosed positions in Q4 2024.
During Q4 2024, FDx Advisors, Inc.'s top holdings by market value included BND (6.2%)、IDEV (4.7%)、IWF (4.6%). The largest single position, BND, represented 6.2% of total portfolio value.
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In Q4 2024, FDx Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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