FIDUCIENT ADVISORS LLC Q1 2024 Filing

Filed May 10, 2024

Portfolio Value

$505.2M

Holdings

130

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
1
VTEBVANGUARD MUN BD FDS
18,556$938K0.19%
2
GUNRFLEXSHARES TR
22,281$915K0.18%
3
CATCATERPILLAR INC
2,477$907K0.18%
4
IVWISHARES TR
10,625$897K0.18%
5
TDTTFLEXSHARES TR
37,653$894K0.18%
6
VNQVANGUARD INDEX FDS
10,066$870K0.17%
7
VTIVANGUARD INDEX FDS
3,317$862K0.17%
8
IWDISHARES TR
4,717$844K0.17%
9
MRSHMARSH & MCLENNAN COS INC
3,936$810K0.16%
10
HDHOME DEPOT INC
2,084$799K0.16%
11
DEDEERE & CO
1,927$791K0.16%
12
USHYISHARES TR
20,721$758K0.15%
13
UNHUNITEDHEALTH GROUP INC
1,432$708K0.14%
14
MAMASTERCARD INCORPORATED
1,408$678K0.13%
15
BMYBRISTOL-MYERS SQUIBB CO
12,252$664K0.13%
16
MCDMCDONALDS CORP
2,323$654K0.13%
17
IBMINTERNATIONAL BUSINESS MACHS
3,320$634K0.13%
18
BRK-BBERKSHIRE HATHAWAY INC DEL
1$634K0.13%
19
EMXCISHARES INC
10,881$626K0.12%
20
ORLYOREILLY AUTOMOTIVE INC
553$624K0.12%
21
TLTEFLEXSHARES TR
11,981$615K0.12%
22
ORCLORACLE CORP
4,845$608K0.12%
23
4I1PHILIP MORRIS INTL INC
6,390$593K0.12%
24
GDGENERAL DYNAMICS CORP
2,046$577K0.11%
25
XLKSELECT SECTOR SPDR TR
2,766$576K0.11%
26
SLYVSPDR SER TR
6,933$575K0.11%
27
LLYELI LILLY & CO
738$574K0.11%
28
AQLTISHARES TR
7,518$557K0.11%
29
COSTCOSTCO WHSL CORP NEW
729$534K0.11%
30
XLCSELECT SECTOR SPDR TR
6,479$529K0.10%
31
AXPAMERICAN EXPRESS CO
2,256$513K0.10%
32
BACBANK AMERICA CORP
13,370$506K0.10%
33
IWOISHARES TR
1,849$500K0.10%
34
SCHDSCHWAB STRATEGIC TR
5,870$473K0.09%
35
KOCOCA COLA CO
7,141$440K0.09%
36
DKSDICKS SPORTING GOODS INC
1,946$439K0.09%
37
IJSISHARES TR
4,158$427K0.08%
38
TJXTJX COS INC NEW
4,154$421K0.08%
39
TRVCCITIGROUP INC
6,500$411K0.08%
40
RWXSPDR INDEX SHS FDS
15,345$400K0.08%
41
ACWIISHARES TR
3,612$397K0.08%
42
CSCOCISCO SYS INC
7,843$391K0.08%
43
DISDISNEY WALT CO
3,148$385K0.08%
44
ODCOIL DRI CORP AMER
5,000$372K0.07%
45
TXNTEXAS INSTRS INC
2,083$362K0.07%
46
LINLINDE PLC
767$356K0.07%
47
TFCTRUIST FINL CORP
8,915$347K0.07%
48
UNPUNION PAC CORP
1,273$314K0.06%
49
CRMSALESFORCE INC
1,008$303K0.06%
50
MRKMERCK & CO INC
2,287$303K0.06%
51
DWDMORGAN STANLEY
3,222$303K0.06%
52
DYHTARGET CORP
1,711$303K0.06%
53
PGPROCTER AND GAMBLE CO
1,864$302K0.06%
54
REGNREGENERON PHARMACEUTICALS
313$301K0.06%
55
SHWSHERWIN WILLIAMS CO
859$298K0.06%
56
UPSTUPSTART HLDGS INC
11,000$295K0.06%
57
SCHFSCHWAB STRATEGIC TR
7,449$290K0.06%
58
ITWILLINOIS TOOL WKS INC
1,069$288K0.06%
59
SPYMSPDR SER TR
4,690$288K0.06%
60
KXIISHARES TR
4,348$265K0.05%
61
SCHWSCHWAB CHARLES CORP
3,654$264K0.05%
62
BSXBOSTON SCIENTIFIC CORP
3,840$263K0.05%
63
XLYSELECT SECTOR SPDR TR
1,435$263K0.05%
64
ACNACCENTURE PLC IRELAND
745$258K0.05%
65
NKENIKE INC
2,741$257K0.05%
66
NEENEXTERA ENERGY INC
3,825$244K0.05%
67
ROSTROSS STORES INC
1,599$235K0.05%
68
STNESTONECO LTD
14,000$232K0.05%
69
IVEISHARES TR
1,204$224K0.04%
70
ROKROCKWELL AUTOMATION INC
768$223K0.04%
71
CVXCHEVRON CORP NEW
1,384$218K0.04%
72
TWLOTWILIO INC
3,500$214K0.04%
73
CEGCONSTELLATION ENERGY CORP
1,126$208K0.04%
74
ODFLOLD DOMINION FREIGHT LINE IN
942$206K0.04%
75
BILSPDR SER TR
2,206$202K0.04%
76
AALAMERICAN AIRLS GROUP INC
10,000$153K0.03%
77
MKTWMARKETWISE INC
50,000$86K0.02%
78
RIGTRANSOCEAN LTD
10,000$62K0.01%
79
BRK/BBERKSHIRE HATHAWAY INC DEL
8,724$00.00%
80
AMZNAMAZON COM INC
18,847$00.00%
81
VVISA INC
5,789$00.00%
82
USRTISHARES TR
178,173$00.00%
83
METAMETA PLATFORMS INC
4,498$00.00%
84
VCLTVANGUARD SCOTTSDALE FDS
399,768$00.00%
85
DFATDIMENSIONAL ETF TRUST
19,870$00.00%
86
IWRISHARES TR
13,698$00.00%
87
TMOTHERMO FISHER SCIENTIFIC INC
2,075$00.00%
88
AQLTISHARES TR
18,385$00.00%
89
MSFTMICROSOFT CORP
9,117$00.00%
90
VOVANGUARD INDEX FDS
98,645$00.00%
91
UBERUBER TECHNOLOGIES INC
142,106$00.00%
92
VYMVANGUARD WHITEHALL FDS
8,882$00.00%
93
VBVANGUARD INDEX FDS
79,555$00.00%
94
GNRSPDR INDEX SHS FDS
74,599$00.00%
95
PANWPALO ALTO NETWORKS INC
7,090$00.00%
96
VWOVANGUARD INTL EQUITY INDEX F
43,759$00.00%
97
NFRAFLEXSHARES TR
19,453$00.00%
98
AAPLAPPLE INC
22,032$00.00%
99
SCHMSCHWAB STRATEGIC TR
28,036$00.00%
100
JPMJPMORGAN CHASE & CO
7,039$00.00%
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