Fi3 FINANCIAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    indianapolis, IN
  • CIK
    0001862427
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

123

$267.01M
IVV, IJR, VEA, SPY
13F-HR
Feb 11, 2025
000176538025000076

113

$251.51M
IVV, VEA, IJR, SPY
13F-HR
Nov 12, 2024
000176538024000445

87

$227.17M
IVV, VEA, IJR, SPY
13F-HR
Aug 14, 2024
000176538024000337

86

$217.44M
IVV, VEA, IJR, SPY
13F-HR
May 6, 2024
000176538024000187

75

$209.88M
IVV, IJR, VEA, SPY
RESTATEMENT
Feb 13, 2024
000176538024000107

72

$185.94M
IVV, IJR, VEA, SPY
13F-HR
Nov 9, 2023
000176538023000224

70

$191.09M
IVV, VEA, IJR, HILLENBRAND INC
13F-HR
Aug 8, 2023
000176538023000149

78

$187.47M
VEA, IVV, IJR, SPY
13F-HR
May 4, 2023
000176538023000090

71

$174.85M
VEA, IVV, IJR, SPY
13F-HR
Feb 6, 2023
000176538023000012

49

$109.81M
VEA, IVV, IJR, SPY
13F-HR
Nov 9, 2022
000176538022000155

48

$121.06M
IVV, VEA, SPY, IJR
13F-HR
Aug 8, 2022
000176538022000114

50

$128.68M
IVV, VEA, SPY, IJR
13F-HR
May 2, 2022
000176538022000050

51

$152.77M
VEA, IVV, IJR, SPY
13F-HR
Jan 27, 2022
000176538022000018

42

$150.68M
HRC, IVV, VEA, SPY
13F-HR
Nov 16, 2021
000186242721000002

45

$145.83M
IVV, VEA, HRC, SPY
13F-HR
Aug 4, 2021
000186242721000001

49

$116.33M
HRC, VEA, IVV, SPY
13F-HR
May 17, 2021
000110465921068236
Fi3 Financial Advisors, Llc 13F Filings