Fi3 FINANCIAL ADVISORS, LLC
Q3 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
159
- Value ($000)
$295,777
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001862427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $46.30 M | 16 % | 69,172 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $39.89 M | 14 % | 665,750 | ||
IJR iShares Core S&P Small Cap ETF | ETF | 464287804 | $35.64 M | 12 % | 299,892 | ||
SPY SPDR S&P 500 ETF Trust | ETF | 78462F103 | $17.52 M | 6 % | 26,232 | ||
LLY Eli Lilly & Co | COMMON STOCK | 532457108 | $11.38 M | 4 % | 14,918 | ||
SCHP Schwab US TIPS ETF | ETF | 808524870 | $10.07 M | 3 % | 373,753 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $9.66 M | 3 % | 37,950 | ||
VTI Vanguard Total Stock Market Index Fund ETF | ETF | 922908769 | $8.94 M | 3 % | 27,167 | ||
VB Vanguard Small-Cap Index Fund ETF | ETF | 922908751 | $8.20 M | 3 % | 32,147 | ||
Hillenbrand Inc | COMMON STOCK | 431571108 | $7.00 M | 2 % | 258,703 |
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