Fi3 FINANCIAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationindianapolis, IN
- Num holdings
123
- Value ($000)
$267,014
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $41.55M | 16 % | 70,590 | ||
IJR iShares Core S&P Small Cap ETF | ETF | 464287804 | $35.68M | 13 % | 309,677 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $33.53M | 13 % | 701,250 | ||
SPY SPDR S&P 500 ETF Trust | ETF | 78462F103 | $16.55M | 6 % | 28,139 | ||
LLY Eli Lilly &co Com | COMMON STOCK | 532457108 | $11.52M | 4 % | 14,917 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $10.46M | 4 % | 41,755 | ||
Hillenbrand Inc | COMMON STOCK | 431571108 | $8.72M | 3 % | 283,378 | ||
VB Vanguard Small-Cap Index Fund ETF | ETF | 922908751 | $7.54M | 3 % | 31,391 | ||
SCHP Schwab US TIPS ETF | ETF | 808524870 | $6.04M | 2 % | 233,975 | ||
VTI Vanguard Total Stock Market Index Fund ETF | ETF | 922908769 | $5.47M | 2 % | 18,876 |
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