Fiducient-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  null,
  null,
  "T",
  null,
  null,
  "COF",
  "DUK",
  "STNE",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "GLP",
  "ACI",
  "ITW",
  "META",
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "PWR",
  "MSFT",
  "MS",
  null,
  "PCAR",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "BSM",
  "IEMG",
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "REGN",
  null,
  "IEFA",
  null,
  "SCHX",
  "RTX",
  null,
  "IBM",
  "TGT",
  "TMO",
  "TFC",
  "TWLO",
  "UBER",
  "VNQ",
  "VO",
  "VV",
  null,
  null,
  "VWO",
  null,
  "IWV",
  "VCIT",
  null,
  "VIG",
  "IWO",
  "IWN",
  "IEF",
  "VYM",
  "DD",
  "AON",
  "IWR",
  "GSLC",
  null,
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "DKS",
  "VEU",
  "VUG",
  "VEA",
  null,
  null,
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WBS",
  "WFC",
  null,
  "MTB",
  "SCHD",
  "DVY",
  "SCHF",
  "KDP",
  "SO",
  null,
  null,
  "PBI",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "BRKL",
  "BY",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "COP",
  "CEG",
  "CPNG",
  "CVS",
  "DFAC",
  null,
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 154
Total Value: 800233262
Accession Number: 0001172661-25-002144
Form Type: 13F-HR
CIK: fiducient-advisors
Manager Name: Fiducient-Advisors

Data Enrichment

77% identified

118 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

154 positions • $800.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Aon plc

AON|G0403H108

Shares:424.9K

Value:$169.6M

% of Portfolio:21.2% ($169.6M/$800.2M)

464287200

IVV|464287200

Shares:97.1K

Value:$54.6M

% of Portfolio:6.8% ($54.6M/$800.2M)

922908363

VOO|922908363

Shares:102.4K

Value:$52.6M

% of Portfolio:6.6% ($52.6M/$800.2M)

464287465

EFA|464287465

Shares:527.8K

Value:$43.1M

% of Portfolio:5.4% ($43.1M/$800.2M)

92206C870

VCIT|92206C870

Shares:493.4K

Value:$40.3M

% of Portfolio:5.0% ($40.3M/$800.2M)

PACCAR INC

PCAR|693718108

Shares:365.9K

Value:$35.6M

% of Portfolio:4.5% ($35.6M/$800.2M)

92206C813

Shares:450.0K

Value:$34.2M

% of Portfolio:4.3% ($34.2M/$800.2M)

464288521

Shares:413.5K

Value:$23.8M

% of Portfolio:3.0% ($23.8M/$800.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:40.9K

Value:$21.8M

% of Portfolio:2.7% ($21.8M/$800.2M)

921909768

VXUS|921909768

Shares:312.8K

Value:$19.4M

% of Portfolio:2.4% ($19.4M/$800.2M)

464287804

IJR|464287804

Shares:140.6K

Value:$14.7M

% of Portfolio:1.8% ($14.7M/$800.2M)

464287226

Shares:146.7K

Value:$14.5M

% of Portfolio:1.8% ($14.5M/$800.2M)

922908751

VB|922908751

Shares:64.4K

Value:$14.3M

% of Portfolio:1.8% ($14.3M/$800.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:25.2K

Value:$14.1M

% of Portfolio:1.8% ($14.1M/$800.2M)

46434G103

IEMG|46434G103

Shares:244.9K

Value:$13.2M

% of Portfolio:1.7% ($13.2M/$800.2M)

464287622

IWB|464287622

Shares:41.4K

Value:$12.7M

% of Portfolio:1.6% ($12.7M/$800.2M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:745.4K

Value:$11.4M

% of Portfolio:1.4% ($11.4M/$800.2M)

922908611

VBR|922908611

Shares:56.6K

Value:$10.5M

% of Portfolio:1.3% ($10.5M/$800.2M)

Uber Technologies, Inc

UBER|90353T100

Shares:142.1K

Value:$10.4M

% of Portfolio:1.3% ($10.4M/$800.2M)

922908769

VTI|922908769

Shares:36.2K

Value:$9.9M

% of Portfolio:1.2% ($9.9M/$800.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Aon plc(AONcusipG0403H108)	424.9K	QoQ +20.89% (+73.4K) YoY NEW(+424.9K)	All Managers (Combined)	$169.6M	21.2% ($169.6M/$800.2M)	QoQ +34.33% (+$43.3M) YoY NEW(+$169.6M)
(IVVcusip464287200)	97.1K	QoQ -20.84% (-25.6K) YoY +0.41% (+401)	All Managers (Combined)	$54.6M	6.8% ($54.6M/$800.2M)	QoQ -24.44% (-$17.7M) YoY +7.32% (+$3.7M)
(VOOcusip922908363)	102.4K	QoQ -13.70% (-16.3K) YoY -10.16% (-11.6K)	All Managers (Combined)	$52.6M	6.6% ($52.6M/$800.2M)	QoQ -17.69% (-$11.3M) YoY -3.96% (-$2.2M)
(EFAcusip464287465)	527.8K	QoQ +1.03% (+5.4K) YoY +12.66% (+59.3K)	All Managers (Combined)	$43.1M	5.4% ($43.1M/$800.2M)	QoQ +9.21% (+$3.6M) YoY +15.30% (+$5.7M)
(VCITcusip92206C870)	493.4K	QoQ +54.51% (+174.1K) YoY +14.21% (+61.4K)	All Managers (Combined)	$40.3M	5.0% ($40.3M/$800.2M)	QoQ +57.38% (+$14.7M) YoY +15.98% (+$5.6M)
PACCAR INC(PCARcusip693718108)	365.9K	QoQ 0.00% (-0) YoY NEW(+365.9K)	All Managers (Combined)	$35.6M	4.5% ($35.6M/$800.2M)	QoQ -6.39% (-$2.4M) YoY NEW(+$35.6M)
(cusip92206C813)✕	450.0K	QoQ +5.52% (+23.6K) YoY +12.57% (+50.3K)	All Managers (Combined)	$34.2M	4.3% ($34.2M/$800.2M)	QoQ +7.11% (+$2.3M) YoY +9.23% (+$2.9M)
(cusip464288521)✕	413.5K	QoQ +12.16% (+44.9K) YoY +132.08% (+235.3K)	All Managers (Combined)	$23.8M	3.0% ($23.8M/$800.2M)	QoQ +12.73% (+$2.7M) YoY +148.47% (+$14.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	40.9K	QoQ -0.02% (-9) YoY +369.31% (+32.2K)	All Managers (Combined)	$21.8M	2.7% ($21.8M/$800.2M)	QoQ +17.46% (-$3.2M) YoY +494.37% (+$18.1M)
(VXUScusip921909768)	312.8K	QoQ -8.26% (-28.2K) YoY -3.69% (-12.0K)	All Managers (Combined)	$19.4M	2.4% ($19.4M/$800.2M)	QoQ -3.32% (-$668.8K) YoY -0.81% (-$159.7K)
(IJRcusip464287804)	140.6K	QoQ +6.30% (-8.3K) YoY +29.51% (+32.0K)	All Managers (Combined)	$14.7M	1.8% ($14.7M/$800.2M)	QoQ -3.52% (-$536.5K) YoY +22.54% (+$2.7M)
(cusip464287226)✕	146.7K	QoQ -0.82% (-1.2K) YoY +69.69% (+60.3K)	All Managers (Combined)	$14.5M	1.8% ($14.5M/$800.2M)	QoQ +1.24% (-$178.8K) YoY +71.39% (+$6.0M)
(VBcusip922908751)	64.4K	QoQ -15.20% (-11.6K) YoY -18.99% (-15.1K)	All Managers (Combined)	$14.3M	1.8% ($14.3M/$800.2M)	QoQ -21.73% (-$4.0M) YoY -21.42% (-$3.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	25.2K	QoQ -5.43% (-1.4K) YoY +130.44% (+14.2K)	All Managers (Combined)	$14.1M	1.8% ($14.1M/$800.2M)	QoQ -9.46% (-$1.5M) YoY +147.18% (+$8.4M)
(IEMGcusip46434G103)	244.9K	QoQ -1.74% (-4.3K) YoY +19.39% (+39.8K)	All Managers (Combined)	$13.2M	1.7% ($13.2M/$800.2M)	QoQ +1.55% (-$201.7K) YoY +24.87% (+$2.6M)
(IWBcusip464287622)	41.4K	QoQ +18.65% (+6.5K) YoY +154.14% (+25.1K)	All Managers (Combined)	$12.7M	1.6% ($12.7M/$800.2M)	QoQ +12.97% (+$1.5M) YoY +170.65% (+$8.0M)
Black Stone Minerals, L.P.(BSMcusip09225M101)	745.4K	QoQ -8.13% (-66.0K) YoY NEW(+745.4K)	All Managers (Combined)	$11.4M	1.4% ($11.4M/$800.2M)	QoQ -3.92% (-$464.8K) YoY NEW(+$11.4M)
(VBRcusip922908611)	56.6K	QoQ +0.76% (-427) YoY NEW(+56.6K)	All Managers (Combined)	$10.5M	1.3% ($10.5M/$800.2M)	QoQ -5.28% (-$587.9K) YoY NEW(+$10.5M)
Uber Technologies, Inc(UBERcusip90353T100)	142.1K	QoQ -0.16% (-235) YoY -0.01% (-17)	All Managers (Combined)	$10.4M	1.3% ($10.4M/$800.2M)	QoQ +20.58% (-$1.8M) YoY -5.37% (-$588.1K)
(VTIcusip922908769)	36.2K	QoQ +28.85% (+8.1K) YoY +989.93% (+32.8K)	All Managers (Combined)	$9.9M	1.2% ($9.9M/$800.2M)	QoQ +22.19% (+$1.8M) YoY +1052.44% (+$9.1M)