FIDUCIENT ADVISORS LLC Q1 2020 Filing
Filed May 8, 2020
Portfolio Value
$169.4M
Holdings
20
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 420,614 | $35.9M | 21.19% | |
| 2 | USRTISHARES TR | 840,045 | $32.9M | 19.43% | |
| 3 | VVVANGUARD INDEX FDS | 226,000 | $26.8M | 15.80% | |
| 4 | IVVISHARES TR | 60,182 | $15.6M | 9.18% | |
| 5 | VEAVANGUARD TAX-MANAGED INTL FD | 405,065 | $13.5M | 7.97% | |
| 6 | VXUSVANGUARD STAR FDS | 314,716 | $13.2M | 7.80% | |
| 7 | VBVANGUARD INDEX FDS | 111,038 | $12.8M | 7.57% | |
| 8 | VOOVANGUARD INDEX FDS | 38,142 | $9.0M | 5.33% | |
| 9 | IWRISHARES TR | 48,620 | $2.1M | 1.24% | |
| 10 | VOVANGUARD INDEX FDS | 11,507 | $1.5M | 0.89% | |
| 11 | SCHHSCHWAB STRATEGIC TR | 45,938 | $1.5M | 0.89% | |
| 12 | ESGDISHARES TR | 24,443 | $1.3M | 0.77% | |
| 13 | IWMISHARES TR | 7,076 | $810K | 0.48% | |
| 14 | VXFVANGUARD INDEX FDS | 5,221 | $473K | 0.28% | |
| 15 | VWOVANGUARD INTL EQUITY INDEX F | 13,235 | $444K | 0.26% | |
| 16 | TFCTRUIST FINL CORP | 11,009 | $340K | 0.20% | |
| 17 | DDOMINION ENERGY INC | 4,571 | $330K | 0.19% | |
| 18 | BACVERIZON COMMUNICATIONS INC | 5,973 | $321K | 0.19% | |
| 19 | IVWISHARES TR | 1,879 | $310K | 0.18% | |
| 20 | SCHPSCHWAB STRATEGIC TR | 4,464 | $257K | 0.15% |