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CIK: 0001729866
Total reported value
$698.4M
$698.4M
143 檔
46.9%
In Q2 2024, Fiducient Advisors LLC's U.S. equity holdings reached a combined market value of $698.4M, distributed across 143 disclosed stock positions.
In Q2 2024, Fiducient Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AON | Aon plc | Stock-Financials | 15.10% | -7.01% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.85% | +1.88% | +34.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.04% | +1.29% | +1.83% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.35% | +0.05% | +2.62% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.84% | +1.28% | +15.35% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.38% | +0.49% | +4278.69% | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.19% | +0.55% | +0.07% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.74% | -0.37% | +12.95% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.29% | +0.76% | -31.00% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.86% | +0.16% | +5.85% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | +0.04% | +10.78% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.91% | +0.55% | +132.34% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.79% | +0.38% | +18.36% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.78% | +1.34% | +11.41% | |
| 15 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.75% | +0.64% | +32.69% | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.71% | +0.19% | +154.66% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.44% | -0.26% | +0.79% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.14% | +876.20% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.06% | +1.27% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.11% | — | -10.75% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.83% | -0.01% | +47.35% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | +0.12% | -9.96% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | — | +0.30% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | +4.97% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.64% | -0.53% | +747.31% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.59% | +0.12% | — | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | +0.26% | +30.72% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.12% | +109.83% | |
| 29 | GNR | State Street Spdr S&p Global | ETF-Other | 0.54% | -0.22% | EXIT | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.53% | — | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.03% | -11.35% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | +0.29% | -16.60% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.10% | +63.96% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | +0.18% | +131.30% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.04% | -29.85% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.33% | +0.04% | — | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.30% | -0.08% | -2.62% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | +0.02% | +18.11% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | — | +5.77% | |
| 40 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.21% | +0.11% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.21% | +0.07% | -4.60% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | +0.02% | +81.94% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.04% | -3.63% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | +0.06% | +43.41% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.08% | +36.88% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | +0.03% | +23.54% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | +0.02% | +26.28% | |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.18% | +0.01% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | +0.05% | +179.59% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.18% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +15.1% | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +5.2% | +4278.69% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +132.34% | Add |
| 4 | IWB | Ishares Russell 1000 ETF | +0.8% | +154.66% | Add |
| 5 | VV | Vanguard Large-cap ETF | +0.6% | NEW | New buy |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +747.31% | Add |
| 7 | IWV | Ishares Russell 3000 ETF | +0.5% | NEW | New buy |
| 8 | RTX | Rtx CORP | +0.3% | NEW | New buy |
| 9 | IGM | Ishares Expanded Tech Sector | +0.2% | NEW | New buy |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +109.83% | Add |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | NEW | New buy |
| 12 | MDY | State Street Spdr S&p Midcap | +0.2% | NEW | New buy |
| 13 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | NEW | New buy |
| 14 | AGZ | Ishares Agency Bond ETF | +0.2% | NEW | New buy |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | New buy |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.2% | NEW | New buy |
| 17 | VUG | Vanguard Growth ETF | +0.2% | NEW | New buy |
| 18 | TIP | Ishares Tips Bond ETF | +0.2% | NEW | New buy |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | NEW | New buy |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +131.30% | Add |
| 21 | CPNG | Coupang Inc | +0.1% | NEW | New buy |
| 22 | PWV | Invesco Large Cap Value ETF | +0.1% | NEW | New buy |
| 23 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +179.59% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | +63.96% | Add |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +47.35% | Add |
| 26 | EEM | Ishares Msci Emerging Market | 0% | +30.72% | Add |
| 27 | AAPL | Apple Inc | -0.1% | +4.97% | Add |
| 28 | NVDA | Nvidia CORP | -0.1% | +876.20% | Add |
| 29 | USRT | Ishares Core US Reit ETF | -0.2% | +32.69% | Add |
| 30 | MRSH | Marsh & Mclennan Cos | -0.2% | EXIT | Sold out |
| 31 | DE | Deere & Co | -0.2% | EXIT | Sold out |
| 32 | CAT | Caterpillar Inc | -0.2% | EXIT | Sold out |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.2% | -66.22% | Trim |
| 34 | MPC | Marathon Petroleum CORP | -0.2% | EXIT | Sold out |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.2% | +34.78% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.3% | -49.89% | Trim |
| 37 | IEMG | Ishares Core Msci Emerging | -0.3% | +18.36% | Add |
| 38 | AMZN | Amazon.com Inc | -0.3% | -29.85% | Trim |
| 39 | PANW | Palo Alto Networks Inc | -0.3% | -82.12% | Trim |
| 40 | SCHM | Schwab US Mid Cap ETF | -0.5% | EXIT | Sold out |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.6% | +11.41% | Add |
| 42 | XLE | Ss Energy Select Sector | -0.7% | -10.75% | Trim |
| 43 | VB | Vanguard Small-cap ETF | -0.9% | +10.78% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | -1% | +5.85% | Add |
| 45 | VO | Vanguard Mid-cap ETF | -1.1% | +12.95% | Add |
| 46 | EFA | Ishares Msci Eafe ETF | -1.6% | +15.35% | Add |
| 47 | VCLT | Vanguard Long-term CORP Bond | -2% | +0.07% | Add |
| 48 | BND | Vanguard Total Bond Market | -2.6% | +2.62% | Add |
| 49 | VOO | Vanguard S&p 500 ETF | -2.8% | +1.83% | Add |
| 50 | VCIT | Vanguard Int-term Corporate | -3.6% | -31.00% | Trim |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 143 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AON, IVV, VOO) accounted for 46.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
AON
市值: $109.3M
Top Position Liquidated / Trimmed
SCHM
前期市值: $2.3M
During Q2 2024, Fiducient Advisors LLC's top holdings by market value included AON (15.1%)、IVV (9.8%)、VOO (8.0%). The largest single position, AON, represented 15.1% of total portfolio value.
In Q2 2024, Fiducient Advisors LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 23 positions, trimming 6 holdings, and fully liquidating 5 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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