FIDUCIENT ADVISORS LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$800.2B

Holdings

154

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
1
AONAON PLC
424,865$169.6B21.19%
2
IVVISHARES TR
97,144$54.6B6.82%
3
VOOVANGUARD INDEX FDS
102,380$52.6B6.57%
4
EFAISHARES TR
527,814$43.1B5.39%
5
VCITVANGUARD SCOTTSDALE FDS
493,353$40.3B5.04%
6
PCARPACCAR INC
365,929$35.6B4.45%
7
VCLTVANGUARD SCOTTSDALE FDS
450,033$34.2B4.27%
8
USRTISHARES TR
413,510$23.8B2.98%
9
BRK/BBERKSHIRE HATHAWAY INC DEL
40,943$21.8B2.72%
10
VXUSVANGUARD STAR FDS
312,837$19.4B2.43%
11
IJRISHARES TR
140,601$14.7B1.84%
12
AGGISHARES TR
146,695$14.5B1.81%
13
VBVANGUARD INDEX FDS
64,442$14.3B1.79%
14
SPYSPDR S&P 500 ETF TR
25,158$14.1B1.76%
15
IEMGISHARES INC
244,869$13.2B1.65%
16
IWBISHARES TR
41,436$12.7B1.59%
17
BSMBLACK STONE MINERALS L P
745,423$11.4B1.42%
18
VBRVANGUARD INDEX FDS
56,577$10.5B1.32%
19
UBERUBER TECHNOLOGIES INC
142,089$10.4B1.29%
20
VTIVANGUARD INDEX FDS
36,153$9.9B1.24%
21
VOVANGUARD INDEX FDS
34,313$8.9B1.11%
22
XLESELECT SECTOR SPDR TR
87,890$8.2B1.03%
23
ITWILLINOIS TOOL WKS INC
24,262$6.1B0.76%
24
VCSHVANGUARD SCOTTSDALE FDS
75,001$5.9B0.74%
25
DFACDIMENSIONAL ETF TRUST
170,955$5.6B0.70%
26
AQLTISHARES TR
61,375$4.6B0.58%
27
GNRSPDR INDEX SHS FDS
86,931$4.6B0.58%
28
EEMISHARES TR
98,570$4.3B0.54%
29
NVDANVIDIA CORPORATION
39,430$4.3B0.53%
30
VWOVANGUARD INTL EQUITY INDEX F
92,464$4.2B0.52%
31
AAPLAPPLE INC
18,534$4.1B0.51%
32
WBSWEBSTER FINL CORP
76,506$3.9B0.49%
33
VVVANGUARD INDEX FDS
14,638$3.8B0.47%
34
VUGVANGUARD INDEX FDS
8,972$3.3B0.42%
35
EFGISHARES TR
32,281$3.2B0.40%
36
VEUVANGUARD INTL EQUITY INDEX F
53,197$3.2B0.40%
37
RTXRTX CORPORATION
24,192$3.2B0.40%
38
VEAVANGUARD TAX-MANAGED FDS
60,027$3.1B0.38%
39
IWVISHARES TR
9,387$3.0B0.37%
40
EPDENTERPRISE PRODS PARTNERS L
80,682$2.8B0.34%
41
IWFISHARES TR
7,401$2.7B0.33%
42
SCHFSCHWAB STRATEGIC TR
131,932$2.6B0.33%
43
MSFTMICROSOFT CORP
6,449$2.4B0.30%
44
AMZNAMAZON COM INC
12,664$2.4B0.30%
45
VTVANGUARD INTL EQUITY INDEX F
19,226$2.2B0.28%
46
BYBYLINE BANCORP INC
81,115$2.1B0.27%
47
BNDVANGUARD BD INDEX FDS
25,298$1.9B0.23%
48
SCHDSCHWAB STRATEGIC TR
65,994$1.8B0.23%
49
IEFISHARES TR
19,224$1.8B0.23%
50
NEENEXTERA ENERGY INC
24,797$1.8B0.22%
51
GOOGALPHABET INC
11,144$1.7B0.22%
52
ACWXISHARES TR
30,710$1.7B0.21%
53
IJHISHARES TR
28,056$1.6B0.20%
54
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.6B0.20%
55
AMGNAMGEN INC
5,119$1.6B0.20%
56
AQLTISHARES TR
11,717$1.6B0.20%
57
VVISA INC
4,380$1.5B0.19%
58
JPMJPMORGAN CHASE & CO.
6,253$1.5B0.19%
59
TIPISHARES TR
13,633$1.5B0.19%
60
VYMVANGUARD WHITEHALL FDS
11,741$1.5B0.19%
61
IVWISHARES TR
15,282$1.4B0.18%
62
AGZISHARES TR
12,832$1.4B0.18%
63
LQDISHARES TR
12,869$1.4B0.17%
64
MDYSPDR S&P MIDCAP 400 ETF TR
2,612$1.4B0.17%
65
IWRISHARES TR
16,139$1.4B0.17%
66
IGMISHARES TR
15,080$1.4B0.17%
67
IWMISHARES TR
6,405$1.3B0.16%
68
METAMETA PLATFORMS INC
2,212$1.3B0.16%
69
IWDISHARES TR
6,647$1.3B0.16%
70
USHYISHARES TR
32,534$1.2B0.15%
71
RPGINVESCO EXCHANGE TRADED FD T
30,985$1.2B0.15%
72
ABBVABBVIE INC
5,456$1.1B0.14%
73
MTBM & T BK CORP
6,339$1.1B0.14%
74
DFATDIMENSIONAL ETF TRUST
20,161$1.0B0.13%
75
AMLPALPS ETF TR
19,766$1.0B0.13%
76
NOBLPROSHARES TR
9,899$1.0B0.13%
77
PWVINVESCO EXCHANGE TRADED FD T
15,465$920.3M0.12%
78
GUNRFLEXSHARES TR
22,281$864.7M0.11%
79
XOMEXXON MOBIL CORP
6,908$821.7M0.10%
80
ACWIISHARES TR
6,979$812.3M0.10%
81
MCDMCDONALDS CORP
2,516$785.9M0.10%
82
BACVERIZON COMMUNICATIONS INC
16,488$747.9M0.09%
83
ORCLORACLE CORP
5,279$738.1M0.09%
84
NFRAFLEXSHARES TR
12,533$722.4M0.09%
85
BMYBRISTOL-MYERS SQUIBB CO
11,061$674.7M0.08%
86
SHYISHARES TR
7,786$644.1M0.08%
87
DTDWISDOMTREE TR
8,000$615.6M0.08%
88
VTEBVANGUARD MUN BD FDS
11,772$584.1M0.07%
89
WFCWELLS FARGO CO NEW
8,000$574.3M0.07%
90
VBKVANGUARD INDEX FDS
2,246$565.6M0.07%
91
SLYVSPDR SER TR
6,933$543.5M0.07%
92
JNJJOHNSON & JOHNSON
3,249$539.0M0.07%
93
PWRQUANTA SVCS INC
2,000$508.4M0.06%
94
TRVCCITIGROUP INC
6,982$495.7M0.06%
95
VNQVANGUARD INDEX FDS
5,328$482.4M0.06%
96
GOOGLALPHABET INC
3,037$469.7M0.06%
97
MRKMERCK & CO INC
5,155$465.3M0.06%
98
NDQINVESCO QQQ TR
962$452.1M0.06%
99
GLPGLOBAL PARTNERS LP
8,177$436.5M0.05%
100
TAT&T INC
15,099$427.0M0.05%
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