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CIK: 0002047030
Total reported value
$148.6M
$148.6M
99 檔
28.2%
As reported in its official Q4 2024 Form 13F filing, Fiduciary Advisors, Inc.'s tracked investment portfolio stood at $148.6M with 99 total positions.
During Q4 2024, Fiduciary Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.55% | +0.80% | — | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 9.16% | +0.42% | — | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 7.96% | -0.43% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 7.50% | +0.01% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.97% | +0.06% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.81% | +0.02% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.00% | +0.18% | — | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.00% | +0.13% | — | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 3.82% | -0.16% | — | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.25% | -0.02% | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.10% | -0.28% | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.02% | -0.09% | — | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.61% | +0.06% | — | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.50% | -0.10% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.19% | +0.05% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.02% | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.98% | -0.06% | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.68% | -0.22% | — | |
| 19 | PGX | Invesco Preferred ETF | ETF-Other | 1.58% | -0.38% | — | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | -0.02% | — | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.19% | +0.14% | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.06% | — | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | +0.04% | — | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.02% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.07% | — | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.88% | -0.04% | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | — | — | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.70% | -0.10% | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.64% | +0.03% | — | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | — | — | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.43% | — | — | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.01% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.01% | — | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | +0.19% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.21% | — | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.20% | — | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 39 | AEE | Ameren Corporation | Stock-Utilities | 0.14% | -0.01% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.10% | -0.06% | — | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.07% | -0.01% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.07% | — | — | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.06% | -0.01% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.01% | — | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.06% | — | — | |
| 48 | PFLD | Aam Low Dur Pref & Inc Sec | ETF-Other | 0.05% | — | — | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.05% | — | — | |
| 50 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.05% | — | — |
According to official SEC Form 13F filings, Fiduciary Advisors, Inc. reported a total U.S. public equity portfolio value of $148.6M across 99 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VB, ISTB) accounted for 28.2% of total reported equity market value during Q4 2024.
During Q4 2024, Fiduciary Advisors, Inc.'s top holdings by market value included VOO (10.6%)、VB (9.2%)、ISTB (8.0%). The largest single position, VOO, represented 10.6% of total portfolio value.
In Q4 2024, Fiduciary 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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