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CIK: 0001729866
Total reported value
$698.4M
$698.4M
145 檔
53.5%
According to the latest 13F quarterly dataset, Fiducient Advisors LLC managed an equity portfolio of $698.4M at the end of Q3 2024, spanning 145 distinct U.S. exchange-listed positions.
In Q3 2024, Fiducient Advisors LLC displayed an active expansion posture, initiating 7 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AON | Aon plc | Stock-Financials | 14.96% | -7.01% | +0.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.21% | +1.88% | +6.03% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.44% | +1.29% | +19.07% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.57% | +0.05% | +0.55% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.99% | +1.28% | -4.34% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.77% | +0.49% | +0.01% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.45% | +0.76% | +54.27% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 4.00% | +0.55% | +6.60% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.02% | -0.37% | -10.92% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.49% | +0.16% | -3.03% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.35% | +0.04% | -2.87% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.18% | +0.29% | +464.00% | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.94% | +0.64% | +15.39% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.55% | +9.51% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.72% | +1.34% | +5.31% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.06% | +64.33% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.61% | +0.38% | +0.14% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.50% | +0.19% | -0.65% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.44% | +0.59% | +825.10% | |
| 20 | BSM | Black Stone Minerals LP | Stock-Other | 1.42% | — | — | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.24% | -0.26% | +0.01% | |
| 22 | ITW | Illinois Tool Works | Stock-Industrials | 1.12% | +0.11% | +3243.35% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | — | — | |
| 24 | NTRS | Northern Trust CORP | Stock-Financials | 0.73% | — | — | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.01% | +0.00% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | -0.14% | -39.81% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.67% | — | +0.28% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.64% | — | +2.90% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | +0.12% | +22.23% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | +0.12% | -13.37% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.53% | +4.04% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.51% | +0.26% | -0.32% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.51% | +0.12% | -1.31% | |
| 34 | GNR | State Street Spdr S&p Global | ETF-Other | 0.42% | -0.22% | EXIT | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.36% | — | -23.98% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.34% | +0.04% | +1.01% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.10% | -0.05% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | +0.18% | +0.96% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.03% | -24.12% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.64% | EXIT | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.04% | -18.01% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | +0.05% | +37.64% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.22% | +0.08% | +25.96% | |
| 44 | BY | Byline Bancorp Inc | Stock-Other | 0.20% | +0.13% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | -0.05% | +85.42% | |
| 46 | EPD | Enterprise Products Partners | Stock-Energy | 0.19% | +0.02% | +0.05% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.18% | +0.07% | -0.56% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.18% | -0.08% | -34.10% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.18% | — | -4.24% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | +0.06% | +2.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.8% | +464.00% | Add |
| 2 | BSM | Black Stone Minerals LP | +1.4% | NEW | New buy |
| 3 | VBR | Vanguard Small-cap Value ETF | +1.3% | +825.10% | Add |
| 4 | VCIT | Vanguard Int-term Corporate | +1.2% | +54.27% | Add |
| 5 | ITW | Illinois Tool Works | +1.1% | +3243.35% | Add |
| 6 | NTRS | Northern Trust CORP | +0.7% | NEW | New buy |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.5% | +64.33% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +19.07% | Add |
| 9 | BY | Byline Bancorp Inc | +0.2% | NEW | New buy |
| 10 | USRT | Ishares Core US Reit ETF | +0.2% | +15.39% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +224.15% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +22.23% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +85.42% | Add |
| 15 | USHY | Ishares Broad Usd High Yield | +0.1% | +119.20% | Add |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +67.39% | Add |
| 17 | GLP | Global Partners LP | +0.1% | NEW | New buy |
| 18 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | New buy |
| 20 | SCHD | Schwab US Dvd Equity ETF | 0% | +37.64% | Add |
| 21 | NOBL | Proshares S&p 500 Dividend A | 0% | +64.98% | Add |
| 22 | IWM | Ishares Russell 2000 ETF | 0% | +25.96% | Add |
| 23 | RTX | Rtx CORP | 0% | +1.01% | Add |
| 24 | AAPL | Apple Inc | 0% | +2.90% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.04% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | -0.1% | +5.31% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +9.51% | Add |
| 28 | LLY | Eli Lilly & Co | -0.1% | -60.03% | Trim |
| 29 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -44.95% | Trim |
| 30 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | -59.90% | Trim |
| 31 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | EXIT | Sold out |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | -56.29% | Trim |
| 33 | TDTT | Flexshares Iboxx 3-year Targ | -0.1% | EXIT | Sold out |
| 34 | CPNG | Coupang Inc | -0.1% | EXIT | Sold out |
| 35 | DVY | Ishares Select Dividend ETF | -0.1% | -34.10% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -18.01% | Trim |
| 37 | AON | Aon plc | -0.1% | +0.54% | Add |
| 38 | IWV | Ishares Russell 3000 ETF | -0.2% | -23.98% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | -0.2% | +0.14% | Add |
| 40 | VCLT | Vanguard Long-term CORP Bond | -0.2% | +6.60% | Add |
| 41 | MSFT | Microsoft CORP | -0.2% | -24.12% | Trim |
| 42 | IWB | Ishares Russell 1000 ETF | -0.2% | -0.65% | Trim |
| 43 | VB | Vanguard Small-cap ETF | -0.3% | -2.87% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | -0.4% | -3.03% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +0.01% | Add |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.6% | +6.03% | Add |
| 47 | NVDA | Nvidia CORP | -0.7% | -39.81% | Trim |
| 48 | VO | Vanguard Mid-cap ETF | -0.7% | -10.92% | Trim |
| 49 | BND | Vanguard Total Bond Market | -0.8% | +0.55% | Add |
| 50 | EFA | Ishares Msci Eafe ETF | -0.9% | -4.34% | Trim |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 145 disclosed positions in Q3 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 53.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSM
市值: $12.3M
Top Position Liquidated / Trimmed
TDTT
前期市值: $888.2K
During Q3 2024, Fiducient Advisors LLC's top holdings by market value included AON (15.0%)、IVV (9.2%)、VOO (8.4%). The largest single position, AON, represented 15.0% of total portfolio value.
In Q3 2024, Fiducient Advisors LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 26 positions, trimming 14 holdings, and fully liquidating 3 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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