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:

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464287614

IWF|464287614

Shares:7.4K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$800.2M)

808524805

SCHF|808524805

Shares:131.9K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$800.2M)

MICROSOFT CORP

MSFT|594918104

Shares:6.4K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$800.2M)

AMAZON COM INC

AMZN|023135106

Shares:12.7K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$800.2M)

922042742

VT|922042742

Shares:19.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$800.2M)

BYLINE BANCORP, INC.

BY|124411109

Shares:81.1K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$800.2M)

921937835

BND|921937835

Shares:25.3K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$800.2M)

808524797

SCHD|808524797

Shares:66.0K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$800.2M)

464287440

IEF|464287440

Shares:19.2K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$800.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:24.8K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$800.2M)

Alphabet Inc.

GOOG|02079K107

Shares:11.1K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$800.2M)

464288240

Shares:30.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$800.2M)

464287507

IJH|464287507

Shares:28.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$800.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$800.2M)

AMGEN INC

AMGN|031162100

Shares:5.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$800.2M)

464287168

DVY|464287168

Shares:11.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$800.2M)

VISA INC.

V|92826C839

Shares:4.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$800.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.3K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$800.2M)

464287176

Shares:13.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$800.2M)

921946406

VYM|921946406

Shares:11.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$800.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	7.4K	QoQ +0.59% (-44) YoY +54.89% (+2.6K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$800.2M)	QoQ -9.53% (-$281.8K) YoY +65.94% (+$1.1M)
(SCHFcusip808524805)	131.9K	QoQ +636.22% (+114.0K) YoY +1671.13% (+124.5K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$800.2M)	QoQ +687.14% (+$2.3M) YoY +797.76% (+$2.3M)
MICROSOFT CORP(MSFTcusip594918104)	6.4K	QoQ -45.12% (-5.3K) YoY -29.26% (-2.7K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$800.2M)	QoQ -51.13% (-$2.5M) YoY -36.88% (-$1.4M)
AMAZON COM INC(AMZNcusip023135106)	12.7K	QoQ -24.29% (-4.1K) YoY -32.80% (-6.2K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$800.2M)	QoQ -34.35% (-$1.3M) YoY -29.12% (-$990.2K)
(VTcusip922042742)	19.2K	QoQ NEW(+19.2K) YoY NEW(+19.2K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$800.2M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
BYLINE BANCORP, INC.(BYcusip124411109)	81.1K	QoQ +25.55% (+16.5K) YoY NEW(+81.1K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$800.2M)	QoQ +13.25% (+$248.4K) YoY NEW(+$2.1M)
(BNDcusip921937835)	25.3K	QoQ -96.13% (-628.7K) YoY -95.93% (-596.7K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$800.2M)	QoQ -96.04% (-$45.2M) YoY -95.88% (-$43.3M)
(SCHDcusip808524797)	66.0K	QoQ +0.39% (+260) YoY +1024.25% (+60.1K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$800.2M)	QoQ +2.74% (+$49.3K) YoY +289.80% (+$1.4M)
(IEFcusip464287440)	19.2K	QoQ +29.45% (+4.4K) YoY NEW(+19.2K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$800.2M)	QoQ +33.54% (+$460.5K) YoY NEW(+$1.8M)
NEXTERA ENERGY INC(NEEcusip65339F101)	24.8K	QoQ NEW(+24.8K) YoY +548.28% (+21.0K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$800.2M)	QoQ NEW(+$1.8M) YoY +619.09% (+$1.5M)
Alphabet Inc.(GOOGcusip02079K107)	11.1K	QoQ +365.88% (+8.8K) YoY +53.92% (+3.9K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$800.2M)	QoQ +282.14% (+$1.3M) YoY +57.94% (+$638.8K)
(cusip464288240)✕	30.7K	QoQ +25.71% (+6.3K) YoY NEW(+30.7K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$800.2M)	QoQ +33.64% (+$428.7K) YoY NEW(+$1.7M)
(IJHcusip464287507)	28.1K	QoQ +9.17% (+2.4K) YoY +3.59% (-973)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$800.2M)	QoQ +2.23% (+$35.8K) YoY -0.48% (-$7.9K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY +100.00% (+1)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$800.2M)	QoQ +17.25% (+$235.0K) YoY +151.69% (+$962.4K)
AMGEN INC(AMGNcusip031162100)	5.1K	QoQ NEW(+5.1K) YoY +7.79% (+370)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$800.2M)	QoQ NEW(+$1.6M) YoY +18.11% (+$244.6K)
(DVYcusip464287168)	11.7K	QoQ -0.77% (-91) YoY -36.26% (-6.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$800.2M)	QoQ +1.49% (-$23.2K) YoY -30.52% (-$691.2K)
VISA INC.(Vcusip92826C839)	4.4K	QoQ -0.79% (-35) YoY -24.33% (-1.4K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$800.2M)	QoQ +10.01% (-$139.7K) YoY -4.98% (-$80.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.3K	QoQ +73.40% (+2.6K) YoY -11.16% (-786)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$800.2M)	QoQ +77.44% (+$669.5K) YoY +8.79% (-$123.9K)
(cusip464287176)✕	13.6K	QoQ +8.57% (+1.1K) YoY NEW(+13.6K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$800.2M)	QoQ +13.20% (+$176.6K) YoY NEW(+$1.5M)
(VYMcusip921946406)	11.7K	QoQ +14.64% (+1.5K) YoY +32.18% (+2.9K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$800.2M)	QoQ +15.87% (+$207.5K) YoY +40.89% (+$439.5K)