FIDUCIENT ADVISORS LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$809.9B

Holdings

142

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
AONAON PLC
351,437$126.2B15.59%
2
IVVISHARES TR
122,731$72.2B8.92%
3
VOOVANGUARD INDEX FDS
118,637$63.9B7.89%
4
BNDVANGUARD BD INDEX FDS
654,027$47.0B5.81%
5
EFAISHARES TR
522,421$39.5B4.88%
6
PCARPACCAR INC
365,929$38.1B4.70%
7
VCLTVANGUARD SCOTTSDALE FDS
426,469$31.9B3.94%
8
VCITVANGUARD SCOTTSDALE FDS
319,293$25.6B3.16%
9
VOVANGUARD INDEX FDS
90,606$23.9B2.96%
10
USRTISHARES TR
368,653$21.1B2.61%
11
VXUSVANGUARD STAR FDS
341,015$20.1B2.48%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
40,952$18.6B2.29%
13
VBVANGUARD INDEX FDS
75,993$18.3B2.25%
14
SPYSPDR S&P 500 ETF TR
26,604$15.6B1.93%
15
IJRISHARES TR
132,261$15.2B1.88%
16
AGGISHARES TR
147,908$14.3B1.77%
17
IEMGISHARES INC
249,212$13.0B1.61%
18
BSMBLACK STONE MINERALS L P
811,467$11.8B1.46%
19
IWBISHARES TR
34,922$11.3B1.39%
20
VBRVANGUARD INDEX FDS
56,150$11.1B1.37%
21
ITWILLINOIS TOOL WKS INC
37,009$9.4B1.17%
22
UBERUBER TECHNOLOGIES INC
142,324$8.6B1.06%
23
VTIVANGUARD INDEX FDS
28,057$8.1B1.00%
24
XLESELECT SECTOR SPDR TR
87,838$7.5B0.93%
25
NVDANVIDIA CORPORATION
48,294$6.5B0.80%
26
DFACDIMENSIONAL ETF TRUST
170,533$5.9B0.73%
27
VEAVANGUARD TAX-MANAGED FDS
108,203$5.2B0.64%
28
MSFTMICROSOFT CORP
11,753$5.0B0.61%
29
AQLTISHARES TR
69,863$4.9B0.61%
30
VVVANGUARD INDEX FDS
16,112$4.3B0.54%
31
EEMISHARES TR
103,151$4.3B0.53%
32
AAPLAPPLE INC
14,952$3.7B0.46%
33
AMZNAMAZON COM INC
16,729$3.7B0.45%
34
GNRSPDR INDEX SHS FDS
62,797$3.1B0.39%
35
IWFISHARES TR
7,357$3.0B0.36%
36
RTXRTX CORPORATION
24,189$2.8B0.35%
37
VEUVANGUARD INTL EQUITY INDEX F
46,148$2.6B0.33%
38
VWOVANGUARD INTL EQUITY INDEX F
55,838$2.5B0.30%
39
EPDENTERPRISE PRODS PARTNERS L
77,413$2.4B0.30%
40
BYBYLINE BANCORP INC
64,607$1.9B0.23%
41
WSOWATSCO INC
3,873$1.8B0.23%
42
SCHDSCHWAB STRATEGIC TR
65,734$1.8B0.22%
43
ABTABBOTT LABS
14,346$1.6B0.20%
44
IJHISHARES TR
25,699$1.6B0.20%
45
IVWISHARES TR
15,271$1.6B0.19%
46
AQLTISHARES TR
11,808$1.6B0.19%
47
IGMISHARES TR
15,080$1.5B0.19%
48
CATCATERPILLAR INC
4,216$1.5B0.19%
49
MDYSPDR S&P MIDCAP 400 ETF TR
2,571$1.5B0.18%
50
IWMISHARES TR
6,436$1.4B0.18%
51
VVISA INC
4,415$1.4B0.17%
52
IEFISHARES TR
14,850$1.4B0.17%
53
IWRISHARES TR
15,448$1.4B0.17%
54
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.4B0.17%
55
AGZISHARES TR
12,540$1.4B0.17%
56
LQDISHARES TR
12,528$1.3B0.17%
57
TIPISHARES TR
12,556$1.3B0.17%
58
COSTCOSTCO WHSL CORP NEW
1,456$1.3B0.16%
59
SHWSHERWIN WILLIAMS CO
3,898$1.3B0.16%
60
VUGVANGUARD INDEX FDS
3,216$1.3B0.16%
61
VYMVANGUARD WHITEHALL FDS
10,241$1.3B0.16%
62
METAMETA PLATFORMS INC
2,226$1.3B0.16%
63
RPGINVESCO EXCHANGE TRADED FD T
30,985$1.3B0.16%
64
ACWXISHARES TR
24,428$1.3B0.16%
65
BROBROWN & BROWN INC
12,436$1.3B0.16%
66
EFGISHARES TR
13,013$1.3B0.16%
67
DFATDIMENSIONAL ETF TRUST
20,099$1.1B0.14%
68
IWDISHARES TR
5,971$1.1B0.14%
69
TSCOTRACTOR SUPPLY CO
20,540$1.1B0.13%
70
USHYISHARES TR
29,356$1.1B0.13%
71
AMDADVANCED MICRO DEVICES INC
8,574$1.0B0.13%
72
IWVISHARES TR
3,055$1.0B0.13%
73
UNPUNION PAC CORP
4,330$987.6M0.12%
74
NFRAFLEXSHARES TR
18,107$981.8M0.12%
75
NOBLPROSHARES TR
9,704$966.1M0.12%
76
IWOISHARES TR
3,095$890.8M0.11%
77
ORCLORACLE CORP
5,320$886.5M0.11%
78
PWVINVESCO EXCHANGE TRADED FD T
15,465$879.6M0.11%
79
JPMJPMORGAN CHASE & CO.
3,606$864.4M0.11%
80
VCSHVANGUARD SCOTTSDALE FDS
11,016$859.4M0.11%
81
GUNRFLEXSHARES TR
22,281$810.1M0.10%
82
ACWIISHARES TR
6,590$774.4M0.10%
83
POOLPOOL CORP
2,117$721.8M0.09%
84
XOMEXXON MOBIL CORP
6,474$696.4M0.09%
85
MCDMCDONALDS CORP
2,355$682.7M0.08%
86
JNJJOHNSON & JOHNSON
4,503$651.4M0.08%
87
SHYISHARES TR
7,914$648.8M0.08%
88
PWRQUANTA SVCS INC
2,000$632.1M0.08%
89
SLYVSPDR SER TR
7,035$613.8M0.08%
90
VBKVANGUARD INDEX FDS
2,174$609.1M0.08%
91
ABBVABBVIE INC
3,419$607.6M0.08%
92
CPNGCOUPANG INC
27,168$597.2M0.07%
93
GOOGLALPHABET INC
2,912$551.3M0.07%
94
VTEBVANGUARD MUN BD FDS
10,842$543.5M0.07%
95
TRVCCITIGROUP INC
6,735$474.1M0.06%
96
VNQVANGUARD INDEX FDS
5,320$473.9M0.06%
97
PANWPALO ALTO NETWORKS INC
2,564$466.5M0.06%
98
MUBISHARES TR
4,338$462.2M0.06%
99
GOOGALPHABET INC
2,392$455.6M0.06%
100
DKSDICKS SPORTING GOODS INC
1,945$445.2M0.05%
Page 1 of 2Next