FA

FIDUCIENT ADVISORS LLC

13F
FIDUCIENT ADVISORS LLC
Last update 2025-05-15 154 Stocks (30 new)
Value $800.00 Mil Turnover 12 %
Countries:
Top Holdings: AON(21.19%)IVV(6.82%)VOO(6.57%)EFA(5.39%)VCIT(5.04%)
Summary Stock Picks Current Portfolio
FIDUCIENT ADVISORS LLC 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
AON
Aon PLC
424,865
169,559.4
+20.89%
21.190
+3.66%
0.200
-3.68%
-0.99%
76,490.2
Insurance
IVV
iShares Core S&P 500 ETF
97,144
54,585.8
-20.85%
6.820
-1.86%
0.010
+19.71%
+7.98%
636,576.3
 
VOO
Vanguard S&P 500 ETF
102,380
52,614.2
-13.70%
6.570
-1.08%
0.010
+19.71%
+7.97%
658,032.1
 
EFA
iShares MSCI EAFE ETF
527,814
43,138.3
+1.03%
5.390
+0.06%
0.070
+10.37%
+20.18%
64,414.9
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
493,353
40,336.5
+54.51%
5.040
+1.78%
0.080
+4.09%
+5.35%
53,435.3
 
PCAR
PACCAR Inc
365,929
35,630.5
0%
4.450
0%
0.070
+11.70%
-4.61%
51,750.5
Farm & Heavy Construction Machinery
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
450,033
34,162.0
+5.53%
4.270
+0.22%
0.240
+4.89%
+3.16%
10,450.2
 
USRT
iShares Core U.S. REIT ETF
413,510
23,818.2
+12.17%
2.980
+0.32%
0.810
+6.28%
+2.25%
3,028.4
 
BRK.B
Berkshire Hathaway Inc
40,943
21,805.4
-0.02%
2.720
0%
0.000
-8.19%
+5.48%
1,030,137.3
Insurance
VXUS
Vanguard Total International Stock
312,837
19,427.2
-8.26%
2.430
-0.20%
0.020
+13.01%
+19.69%
92,835.9
 

FIDUCIENT ADVISORS LLC's Historical Top Holdings Breakdowns

FIDUCIENT ADVISORS LLC'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
-5.59%
●
71.17 ($72.57) 73.66
$73.18
0.84%
Reduce -96.13%
25,298
-628,729
AON
Aon PLC
2025-03-31
Add
Add
+3.66%
●
348.44 ($383.42) 409.32
$354.22
-7.62%
Add 20.89%
424,865
73,428
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.86%
●
554.06 ($590.51) 615.85
$631.74
6.98%
Reduce -20.85%
97,144
-25,587
VO
Vanguard Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.84%
●
251.87 ($268.43) 277.95
$285.92
6.52%
Reduce -62.13%
34,313
-56,293
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+1.78%
●
79.17 ($80.9) 82.04
$82.64
2.15%
Add 54.51%
493,353
174,060
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.08%
●
507.05 ($540.58) 563.67
$577.95
6.91%
Reduce -13.7%
102,380
-16,257
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.63%
●
77.7 ($78.41) 78.94
$79.37
1.22%
Add 580.84%
75,001
63,985
WBS
Webster Financial Corp
2025-03-31
New Buy
New Buy
+0.49%
●
47.55 ($55.64) 61.41
$61.46
10.46%
New holding
76,506
76,506
ITW
Illinois Tool Works Inc
2025-03-31
Reduce
Reduce
-0.40%
●
244.9 ($256.96) 274.48
$260.13
1.23%
Reduce -34.44%
24,262
-12,747
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.34%
●
217.89 ($238.81) 252.64
$244.81
2.51%
Reduce -15.2%
64,442
-11,551

FIDUCIENT ADVISORS LLC Total Holding History ($B)

To

FIDUCIENT ADVISORS LLC's Asset Allocation

To

FIDUCIENT ADVISORS LLC Past Portfolios

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

Top Ranked Articles

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FIDUCIENT ADVISORS LLC's Hypothetical Growth since 2025-03-31

FIDUCIENT ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FIDUCIENT ADVISORS LLC's Holdings Heat Map

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FIDUCIENT ADVISORS LLC's Holdings Bubble Chart

FIDUCIENT ADVISORS LLC News

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