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CIK: 0001729866
Total reported value
$698.4M
$698.4M
142 檔
50.0%
During the Q4 2024 filing period, Fiducient Advisors LLC (CIK: 0001729866) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $698.4M across 142 reported positions.
Fiducient Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AON | Aon plc | Stock-Financials | 15.59% | -7.01% | -6.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.92% | +1.88% | -11.22% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.89% | +1.29% | -14.15% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.81% | +0.05% | +1.90% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.88% | +1.28% | +1.06% | |
| 6 | PCAR | Paccar Inc | Stock-Industrials | 4.70% | +0.77% | — | |
| 7 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.94% | +0.55% | — | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.16% | +0.76% | -30.56% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.96% | -0.37% | -8.72% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.61% | +0.64% | +35.14% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.48% | +0.16% | +2.28% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | +0.29% | -0.21% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.25% | +0.04% | -11.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.93% | +0.55% | -4.22% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | +1.34% | +3.84% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.77% | -0.06% | +2.81% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.61% | +0.38% | +2.52% | |
| 18 | BSM | Black Stone Minerals LP | Stock-Other | 1.46% | — | — | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.39% | +0.19% | -15.34% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.37% | +0.59% | -9.46% | |
| 21 | ITW | Illinois Tool Works | Stock-Industrials | 1.17% | +0.11% | +0.18% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.06% | -0.26% | -0.65% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.49% | -80.69% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.93% | — | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | -0.14% | -2.45% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.73% | — | +0.29% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.12% | +6.57% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | +0.03% | +91.64% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.53% | +5.42% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.54% | +0.12% | -3.71% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.53% | +0.26% | +6.48% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | -37.17% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.04% | +54.33% | |
| 34 | GNR | State Street Spdr S&p Global | ETF-Other | 0.39% | -0.22% | EXIT | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.10% | -6.04% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.35% | +0.04% | -0.47% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | +0.18% | +2.68% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | +0.12% | -50.25% | |
| 39 | EPD | Enterprise Products Partners | Stock-Energy | 0.30% | +0.02% | +37.29% | |
| 40 | BY | Byline Bancorp Inc | Stock-Other | 0.23% | +0.13% | — | |
| 41 | WSO | Watsco Inc | Stock-Industrials | 0.23% | — | — | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | +0.05% | +191.00% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | — | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.20% | +0.07% | +0.02% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.19% | +0.06% | -2.22% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.19% | -0.08% | +0.08% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.19% | +0.11% | — | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.02% | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.18% | +0.06% | -0.70% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.08% | -24.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | +4.7% | NEW | New buy |
| 2 | USRT | Ishares Core US Reit ETF | +0.7% | +35.14% | Add |
| 3 | AON | Aon plc | +0.6% | -6.13% | Trim |
| 4 | MSFT | Microsoft CORP | +0.3% | +91.64% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.2% | +1.90% | Add |
| 6 | WSO | Watsco Inc | +0.2% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.2% | +54.33% | Add |
| 8 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 9 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 10 | SHW | Sherwin-williams Co/the | +0.2% | NEW | New buy |
| 11 | BRO | Brown & Brown Inc | +0.2% | NEW | New buy |
| 12 | TSCO | Tractor Supply Company | +0.1% | NEW | New buy |
| 13 | COST | Costco Wholesale CORP | +0.1% | +395.24% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 15 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +210.28% | Add |
| 16 | EPD | Enterprise Products Partners | +0.1% | +37.29% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | -2.45% | Trim |
| 18 | POOL | Pool CORP | +0.1% | NEW | New buy |
| 19 | UNP | Union Pacific CORP | +0.1% | +267.88% | Add |
| 20 | CPNG | Coupang Inc | +0.1% | NEW | New buy |
| 21 | MBB | Ishares Mbs ETF | +0.1% | NEW | New buy |
| 22 | BSM | Black Stone Minerals LP | 0% | — | Unchanged |
| 23 | IEMG | Ishares Core Msci Emerging | — | +2.52% | Add |
| 24 | VXUS | Vanguard Total Intl Stock | 0% | +2.28% | Add |
| 25 | GNR | State Street Spdr S&p Global | 0% | — | Unchanged |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | -24.56% | Trim |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -42.33% | Trim |
| 28 | AMLP | Alerian Mlp ETF | -0.1% | -56.96% | Trim |
| 29 | VCLT | Vanguard Long-term CORP Bond | -0.1% | — | Unchanged |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -8.72% | Trim |
| 31 | UPST | Upstart Holdings Inc | -0.1% | EXIT | Sold out |
| 32 | VBR | Vanguard Small-cap Value ETF | -0.1% | -9.46% | Trim |
| 33 | VNQ | Vanguard Real Estate ETF | -0.1% | -59.15% | Trim |
| 34 | VB | Vanguard Small-cap ETF | -0.1% | -11.22% | Trim |
| 35 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.06% | Add |
| 36 | IWB | Ishares Russell 1000 ETF | -0.1% | -15.34% | Trim |
| 37 | GS | Goldman Sachs Group Inc | -0.1% | EXIT | Sold out |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -75.73% | Trim |
| 39 | UBER | Uber Technologies Inc | -0.2% | -0.65% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -37.17% | Trim |
| 41 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -69.76% | Trim |
| 43 | IWV | Ishares Russell 3000 ETF | -0.2% | -67.62% | Trim |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.3% | -11.22% | Trim |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -50.25% | Trim |
| 46 | VOO | Vanguard S&p 500 ETF | -0.6% | -14.15% | Trim |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | -85.89% | Trim |
| 48 | NTRS | Northern Trust CORP | -0.7% | -96.39% | Trim |
| 49 | VCIT | Vanguard Int-term Corporate | -1.3% | -30.56% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -3.8% | -80.69% | Trim |
According to official SEC Form 13F filings, Fiducient Advisors LLC reported a total U.S. public equity portfolio value of $698.4M across 142 disclosed positions in Q4 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 50.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
PCAR
市值: $38.1M
Top Position Liquidated / Trimmed
AMGN
前期市值: $1.5M
During Q4 2024, Fiducient Advisors LLC's top holdings by market value included AON (15.6%)、IVV (8.9%)、VOO (7.9%). The largest single position, AON, represented 15.6% of total portfolio value.
In Q4 2024, Fiducient Advisors LLC made 47 total portfolio adjustments, initiating 11 new buys, adding to 11 positions, trimming 22 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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