FA

FDx Advisors, Inc.

13F
FDx Advisors, Inc.
Last update 2025-05-01 175 Stocks (11 new)
Value $308.00 Mil Turnover 4 %
Countries:
Top Holdings: BND(5.61%)IDEV(5.09%)MBB(4.71%)SCHP(4.50%)IWD(4.47%)
Summary Stock Picks Current Portfolio
FDx Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
234,712
17,240.0
-20.64%
5.610
-1.28%
0.010
+0.92%
+2.88%
127,006.0
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
227,211
15,650.0
-9.03%
5.090
-0.43%
0.090
+12.12%
+18.50%
20,111.7
 
MBB
iShares MBS ETF
154,380
14,480.0
-6.90%
4.710
-0.31%
0.040
+0.87%
+2.99%
38,742.2
 
SCHP
Schwab U.S. Tips ETF
514,965
13,850.0
-12.02%
4.500
-0.53%
0.110
+1.70%
+4.03%
12,980.0
 
IWD
iShares Russell 1000 Value ETF
73,060
13,750.0
-8.47%
4.470
-0.37%
0.020
+9.92%
+6.00%
62,217.8
 
IWF
iShares Russell 1000 Growth ETF
35,753
12,910.0
-8.58%
4.200
-0.39%
0.010
+22.56%
+7.61%
112,984.8
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
194,967
10,520.0
-20.45%
3.420
-0.76%
0.010
+17.83%
+17.55%
98,500.2
 
IVV
iShares Core S&P 500 ETF
16,406
9,220.0
-5.05%
3.000
-0.15%
0.000
+16.37%
+7.11%
630,474.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
91,484
9,050.0
-8.16%
2.940
-0.23%
0.010
+0.88%
+2.81%
127,457.7
 
IEFA
iShares Core MSCI EAFE ETF
115,130
8,710.0
+21.03%
2.830
+0.49%
0.010
+12.02%
+19.26%
140,942.9
 

FDx Advisors, Inc.'s Historical Top Holdings Breakdowns

FDx Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-1.28%
●
71.17 ($72.57) 73.66
$72.57
0%
Reduce -20.64%
234,712
-61,040
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.15%
●
251.87 ($268.43) 277.95
$280.43
4.47%
Reduce -73.16%
5,447
-14,847
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-03-31
Sold Out
Sold Out
-1.09%
●
107.24 ($112.99) 116.37
$116.65
3.24%
Sold Out
0
-34,274
VLUE
iShares MSCI USA Value Factor ETF
2025-03-31
New Buy
New Buy
+0.96%
●
104.89 ($108.93) 113.56
$113.73
4.41%
New holding
27,554
27,554
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.76%
●
50.83 ($53.83) 55.94
$60.65
12.66%
Reduce -20.45%
194,967
-50,128
GUNR
FlexShares Global Upstream Natural Resources Index Fund
FlexShares Global Upstream Natural Resources Index Fund
2025-03-31
Sold Out
Sold Out
-0.70%
●
36.65 ($38.16) 39.57
$40.48
6.09%
Sold Out
0
-65,912
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.66%
●
507.05 ($540.58) 563.67
$573.20
6.03%
Add 68.2%
9,776
3,964
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Reduce
Reduce
-0.62%
●
168.16 ($179.03) 186.21
$183.07
2.26%
Reduce -38.65%
18,974
-11,953
SCHP
Schwab U.S. Tips ETF
2025-03-31
Reduce
Reduce
-0.53%
●
25.69 ($26.29) 26.89
$26.43
0.51%
Reduce -12.02%
514,965
-70,339
CALF
Pacer US Small Cap Cash Cows ETF
2025-03-31
Sold Out
Sold Out
-0.50%
●
36.64 ($41.46) 45.76
$40.54
-2.22%
Sold Out
0
-39,154

FDx Advisors, Inc. Total Holding History ($B)

To

FDx Advisors, Inc.'s Asset Allocation

To

FDx Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FDx Advisors, Inc.'s Hypothetical Growth since 2025-03-31

FDx Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

FDx Advisors, Inc.'s Holdings Heat Map

Size field:

FDx Advisors, Inc.'s Holdings Bubble Chart

FDx Advisors, Inc. News

  • 1

Discussions on FDx Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.