FIDUCIENT ADVISORS LLC
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
142
- Value ($000)
$809,850
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001729866
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AON AON PLC | SHS CL A | G0403H108 | $126.22M | 16 % | 351,437 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $72.25M | 9 % | 122,731 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $63.92M | 8 % | 118,637 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $47.03M | 6 % | 654,027 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $39.50M | 5 % | 522,421 | ||
PCAR PACCAR INC | COM | 693718108 | $38.06M | 5 % | 365,929 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $31.89M | 4 % | 426,469 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $25.63M | 3 % | 319,293 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $23.93M | 3 % | 90,606 | ||
USRT ISHARES TR | CRE U S REIT ETF | 464288521 | $21.13M | 3 % | 368,653 |
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