DiMeo Schneider & Associates
Latest statistics and disclosures from Fiducient Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IVV, BND, USRT, VCIT, and represent 59.94% of Fiducient Advisors's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$9.3M), VOO, NVDA, AGG, RSP, BND, SPSM, USRT, RPG, IJR.
- Started 8 new stock positions in JNJ, GOOG, RSP, AMZN, SPSM, NVDA, RPG, SHV.
- Reduced shares in these 10 stocks: VCLT (-$6.6M), VTI, VCSH, IGSB, VEA, IJH, BRK.A, VYM, IVW, NTSX.
- Sold out of its positions in BRK.A, D, IJH, IGSB, NTSX.
- Fiducient Advisors was a net buyer of stock by $6.4M.
- Fiducient Advisors has $327M in assets under management (AUM), dropping by 5.88%.
- Central Index Key (CIK): 0001729866
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Portfolio Holdings for Fiducient Advisors
Fiducient Advisors holds 51 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Past Filings by Fiducient Advisors
SEC 13F filings are viewable for Fiducient Advisors going back to 2017
- Fiducient Advisors 2023 Q2 filed Aug. 2, 2023
- Fiducient Advisors 2023 Q1 filed May 8, 2023
- Fiducient Advisors 2022 Q4 filed Feb. 3, 2023
- Fiducient Advisors 2022 Q3 filed Nov. 7, 2022
- Fiducient Advisors 2022 Q2 filed Aug. 4, 2022
- Fiducient Advisors 2022 Q1 filed May 9, 2022
- Fiducient Advisors 2021 Q4 filed Feb. 11, 2022
- Fiducient Advisors 2021 Q3 filed Nov. 3, 2021
- Fiducient Advisors 2021 Q2 filed Aug. 12, 2021
- Fiducient Advisors 2021 Q1 filed May 14, 2021
- DiMeo Schneider & Associates 2020 Q4 filed Feb. 11, 2021
- DiMeo Schneider & Associates 2020 Q3 filed Nov. 12, 2020
- DiMeo Schneider & Associates 2020 Q2 filed Aug. 11, 2020
- DiMeo Schneider & Associates 2020 Q1 filed May 8, 2020
- DiMeo Schneider & Associates 2019 Q4 filed Feb. 14, 2020
- DiMeo Schneider & Associates 2019 Q3 filed Nov. 12, 2019