FIDUCIENT ADVISORS LLC Q2 2020 Filing
Filed August 11, 2020
Portfolio Value
$165.2M
Holdings
18
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVVANGUARD INDEX FDS | 234,460 | $33.7M | 20.38% | |
| 2 | BNDVANGUARD BD INDEX FDS | 376,071 | $33.2M | 20.11% | |
| 3 | USRTISHARES TR | 685,251 | $29.8M | 18.03% | |
| 4 | VXUSVANGUARD STAR FDS | 351,438 | $17.3M | 10.46% | |
| 5 | VBVANGUARD INDEX FDS | 114,378 | $16.7M | 10.09% | |
| 6 | IVVISHARES TR | 36,754 | $11.4M | 6.89% | |
| 7 | VOOVANGUARD INDEX FDS | 35,735 | $10.1M | 6.13% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 158,409 | $6.1M | 3.72% | |
| 9 | SCHHSCHWAB STRATEGIC TR | 46,990 | $1.7M | 1.00% | |
| 10 | ESGDISHARES TR | 24,676 | $1.5M | 0.90% | |
| 11 | IWRISHARES TR | 23,019 | $1.2M | 0.75% | |
| 12 | VOVANGUARD INDEX FDS | 3,290 | $539K | 0.33% | |
| 13 | IVWISHARES TR | 2,016 | $418K | 0.25% | |
| 14 | TFCTRUIST FINL CORP | 10,009 | $376K | 0.23% | |
| 15 | DDOMINION ENERGY INC | 4,371 | $355K | 0.21% | |
| 16 | IWMISHARES TR | 2,292 | $328K | 0.20% | |
| 17 | BACVERIZON COMMUNICATIONS INC | 5,573 | $307K | 0.19% | |
| 18 | SCHPSCHWAB STRATEGIC TR | 3,660 | $220K | 0.13% |