FDx Advisors, Inc. Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$307.5M

Holdings

175

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
1
BNDVANGUARD BD INDEX FDS TOTAL BND MRKT
234,712$17.2M5.61%
2
IDEVISHARES TR CORE MSCI INTL
227,211$15.7M5.09%
3
MBBISHARES TR MBS ETF
154,380$14.5M4.71%
4
SCHPSCHWAB STRATEGIC TR US TIPS ETF
514,965$13.8M4.50%
5
IWDISHARES TR RUS 1000 VAL ETF
73,060$13.7M4.47%
6
IWFISHARES TR RUS 1000 GRW ETF
35,753$12.9M4.20%
7
IEMGISHARES INC CORE MSCI EMKT
194,967$10.5M3.42%
8
IVVISHARES TR CORE S P500 ETF
16,406$9.2M3.00%
9
AGGISHARES TR CORE US AGGBD ET
91,484$9.1M2.94%
10
AQLTISHARES TR CORE MSCI EAFE
115,130$8.7M2.83%
11
SPIBSPDR SER TR PORTFOLIO INTRMD
184,650$6.1M2.00%
12
IJRISHARES TR CORE S P SCP ETF
53,506$5.6M1.82%
13
VUGVANGUARD INDEX FDS GROWTH ETF
14,881$5.5M1.79%
14
IAU*ISHARES GOLD TR ISHARES NEW
92,788$5.5M1.78%
15
IGIBISHARES TR ISHS 5 10YR INVT
97,847$5.1M1.67%
16
USMVISHARES TR MSCI USA MIN VOL
54,629$5.1M1.66%
17
VOOVANGUARD INDEX FDS S P 500 ETF SHS
9,776$5.0M1.63%
18
IWRISHARES TR RUS MID CAP ETF
54,334$4.6M1.50%
19
COWZPACER FDS TR US CASH COWS 100
81,234$4.4M1.45%
20
JQUAJ P MORGAN EXCHANGE TRADED F US QUALTY FCTR
75,894$4.3M1.39%
21
DSTLETF SER SOLUTIONS DISTILLATE US
75,960$4.1M1.34%
22
CMDYISHARES U S ETF TR BLOOMBERG ROLL
75,206$3.9M1.27%
23
MSFTMICROSOFT CORP COM
10,006$3.8M1.22%
24
SDYSPDR SER TR S P DIVID ETF
27,285$3.7M1.20%
25
VBRVANGUARD INDEX FDS SM CP VAL ETF
18,090$3.4M1.10%
26
VSSVANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF
28,090$3.2M1.06%
27
QUALISHARES TR MSCI USA QLT FCT
18,974$3.2M1.05%
28
IPACISHARES TR CORE MSCI PAC
51,782$3.2M1.05%
29
NVDANVIDIA CORPORATION COM
28,792$3.1M1.01%
30
VTVVANGUARD INDEX FDS VALUE ETF
17,738$3.1M1.00%
31
VLUEISHARES TR MSCI USA VALUE
27,554$2.9M0.96%
32
TLTISHARES TR 20 YR TR BD ETF
31,773$2.9M0.94%
33
PRFINVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF
68,850$2.8M0.90%
34
VTEBVANGUARD MUN BD FDS TAX EXEMPT BD
48,682$2.4M0.79%
35
SPTLSPDR SER TR PORTFOLIO LN TSR
83,729$2.3M0.74%
36
AAPLAPPLE INC COM
10,145$2.3M0.73%
37
AMZNAMAZON COM INC COM
11,039$2.1M0.68%
38
VNQVANGUARD INDEX FDS REAL ESTATE ETF
23,060$2.1M0.68%
39
LVLNSPDR SER TR ICE PFD SEC ETF
61,457$2.0M0.65%
40
METAMETA PLATFORMS INC CL A
3,336$1.9M0.63%
41
EFAISHARES TR MSCI EAFE ETF
23,207$1.9M0.62%
42
BLVVANGUARD BD INDEX FDS LONG TERM BOND
26,444$1.9M0.61%
43
IGSBISHARES TR ISHS 1 5YR INVS
34,873$1.8M0.59%
44
VBVANGUARD INDEX FDS SMALL CP ETF
8,030$1.8M0.58%
45
MGCVANGUARD WORLD FD MEGA CAP INDEX
8,519$1.7M0.56%
46
JMBSJANUS DETROIT STR TR HENDERSON MTG
33,272$1.5M0.49%
47
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
8,609$1.4M0.46%
48
VOVANGUARD INDEX FDS MID CAP ETF
5,447$1.4M0.46%
49
SCZISHARES TR EAFE SML CP ETF
22,055$1.4M0.46%
50
DWXSPDR INDEX SHS FDS S P INTL ETF
35,634$1.4M0.44%
51
SCHFSCHWAB STRATEGIC TR INTL EQTY ETF
68,487$1.4M0.44%
52
SESEA LTD SPONSORD ADS
10,118$1.3M0.43%
53
VTIPVANGUARD MALVERN FDS STRM INFPROIDX
25,156$1.3M0.41%
54
EEMAISHARES INC MSCI EM ASIA ETF
16,523$1.2M0.40%
55
VOEVANGUARD INDEX FDS MCAP VL IDXVIP
6,910$1.1M0.36%
56
VVISA INC COM CL A
3,105$1.1M0.35%
57
SPOTSPOTIFY TECHNOLOGY S A SHS
1,893$1.0M0.34%
58
AVGOBROADCOM INC COM
6,108$1.0M0.33%
59
APPAPPLOVIN CORP COM CL A
3,759$996K0.32%
60
SAPSAP SE SPON ADR
3,220$864K0.28%
61
EWCISHARES INC MSCI CDA ETF
20,891$851K0.28%
62
AZNASTRAZENECA PLC SPONSORED ADR
11,420$839K0.27%
63
IWMISHARES TR RUSSELL 2000 ETF
4,195$837K0.27%
64
FLBLFRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF
34,045$819K0.27%
65
VOTVANGUARD INDEX FDS MCAP GR IDXVIP
3,338$817K0.27%
66
IGLBISHARES TR 10 YR INVST GRD
15,694$788K0.26%
67
EMBISHARES TR JPMORGAN USD EMG
8,572$777K0.25%
68
RACEFERRARI N V COM
1,773$759K0.25%
69
LINLINDE PLC SHS
1,597$744K0.24%
70
NVONOVO NORDISK A S ADR
10,292$715K0.23%
71
MLB1MERCADOLIBRE INC COM
361$704K0.23%
72
NFLXNETFLIX INC COM
721$672K0.22%
73
VCSHVANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
8,280$654K0.21%
74
JNJJOHNSON JOHNSON COM
3,931$652K0.21%
75
XOMEXXON MOBIL CORP COM
5,446$648K0.21%
76
JPMJPMORGAN CHASE CO COM
2,538$623K0.20%
77
ACGLARCH CAP GROUP LTD ORD
6,353$611K0.20%
78
CVXCHEVRON CORP NEW COM
3,600$602K0.20%
79
GOOGLALPHABET INC CAP STK CL A
3,702$572K0.19%
80
ABBVABBVIE INC COM
2,723$571K0.19%
81
SRLNSSGA ACTIVE ETF TR BLACKSTONE SENR
13,743$565K0.18%
82
GOOGALPHABET INC CAP STK CL C
3,582$560K0.18%
83
CPCANADIAN PACIFIC KANSAS CITY COM
7,963$559K0.18%
84
ICLRICON PLC SHS
3,164$554K0.18%
85
IWPISHARES TR RUS MD CP GR ETF
4,676$549K0.18%
86
ASMLASML HOLDING N V N Y REGISTRY SHS
779$516K0.17%
87
CSCOCISCO SYS INC COM
8,264$510K0.17%
88
STESTERIS PLC SHS USD
2,226$505K0.16%
89
TSLATESLA INC COM
1,902$493K0.16%
90
IBNICICI BANK LIMITED ADR
15,584$491K0.16%
91
CPNGCOUPANG INC CL A
21,802$478K0.16%
92
GFLGFL ENVIRONMENTAL INC SUB VTG SHS
9,881$477K0.16%
93
4I1PHILIP MORRIS INTL INC COM
2,984$474K0.15%
94
UNHUNITEDHEALTH GROUP INC COM
879$460K0.15%
95
VRTVERTIV HOLDINGS CO COM CL A
6,319$456K0.15%
96
TAT T INC COM
15,889$449K0.15%
97
SPGIS P GLOBAL INC COM
838$426K0.14%
98
SCHZSCHWAB STRATEGIC TR US AGGREGATE B
18,363$425K0.14%
99
BACBANK AMERICA CORP COM
10,103$422K0.14%
100
BSXBOSTON SCIENTIFIC CORP COM
4,120$416K0.14%
Page 1 of 2Next