Fiduciary Advisors

Fiduciary Advisors as of March 31, 2025

Portfolio Holdings for Fiduciary Advisors

Fiduciary Advisors holds 95 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.1 $10M 20k 513.91
Vanguard Index Fds Small Cp Etf (VB) 8.4 $8.6M 39k 221.75
Ishares Tr Core 1 5 Yr Usd (ISTB) 8.3 $8.4M 175k 48.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.9 $8.0M 129k 62.10
Vanguard Index Fds Mid Cap Etf (VO) 6.8 $6.9M 27k 258.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.2 $6.3M 124k 50.83
Vanguard Index Fds Value Etf (VTV) 5.0 $5.1M 30k 172.74
Vanguard World Mega Cap Index (MGC) 4.7 $4.7M 23k 201.38
Vanguard Whitehall Fds Intl High Etf (VYMI) 4.2 $4.3M 58k 73.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.4 $3.5M 57k 60.66
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $3.4M 43k 78.94
Vanguard Whitehall Fds High Div Yld (VYM) 3.1 $3.2M 25k 128.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.7 $2.7M 24k 115.60
Ishares Tr Core Msci Total (IXUS) 2.6 $2.6M 38k 69.81
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $2.1M 7.5k 274.84
Ishares Tr Core S&p500 Etf (IVV) 2.0 $2.0M 3.5k 561.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.9 $1.9M 10k 186.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $1.9M 24k 78.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.6M 35k 45.26
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.5 $1.5M 138k 11.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $1.2M 14k 87.17
Ishares Tr Eafe Value Etf (EFV) 1.0 $981k 17k 58.94
Bank of America Corporation (BAC) 0.9 $953k 23k 41.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $945k 13k 73.45
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $941k 9.0k 104.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $868k 7.1k 122.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $844k 15k 58.35
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $677k 7.3k 92.29
Vanguard Index Fds Large Cap Etf (VV) 0.6 $607k 2.4k 257.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $483k 17k 27.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $431k 6.8k 63.53
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $389k 4.0k 97.49
Vanguard Index Fds Growth Etf (VUG) 0.3 $294k 793.00 370.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $281k 502.00 558.90
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $276k 5.5k 49.90
Ishares Core Msci Emkt (IEMG) 0.2 $221k 4.1k 53.97
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $197k 1.0k 190.60
Apple (AAPL) 0.2 $180k 812.00 222.16
Ameren Corporation (AEE) 0.2 $152k 1.5k 100.41
Coca-Cola Company (KO) 0.1 $145k 2.0k 71.61
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $95k 818.00 116.00
NVIDIA Corporation (NVDA) 0.1 $93k 857.00 108.38
American Electric Power Company (AEP) 0.1 $75k 687.00 109.27
Pfizer (PFE) 0.1 $66k 2.6k 25.34
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $65k 1.1k 60.47
Eli Lilly & Co. (LLY) 0.1 $62k 75.00 825.92
Tyson Foods Cl A (TSN) 0.1 $59k 928.00 63.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $57k 357.00 160.72
Ishares Tr Core Msci Eafe (IEFA) 0.1 $57k 752.00 75.65
Etf Ser Solutions Aam Lw Dur Pfd (PFLD) 0.1 $55k 2.7k 20.20
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $52k 611.00 85.10
Johnson & Johnson (JNJ) 0.0 $49k 297.00 165.84
Medtronic SHS (MDT) 0.0 $41k 453.00 89.86
Merck & Co (MRK) 0.0 $41k 453.00 89.74
Vanguard World Inf Tech Etf (VGT) 0.0 $39k 72.00 543.28
Microsoft Corporation (MSFT) 0.0 $34k 90.00 376.79
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $33k 1.1k 31.03
Alphabet Cap Stk Cl A (GOOGL) 0.0 $32k 207.00 154.28
Abbvie (ABBV) 0.0 $31k 150.00 209.52
Emerson Electric (EMR) 0.0 $31k 281.00 109.64
Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $30k 1.3k 22.50
Boeing Company (BA) 0.0 $27k 156.00 170.55
ConocoPhillips (COP) 0.0 $26k 247.00 105.02
Deere & Company (DE) 0.0 $23k 50.00 466.92
Enterprise Financial Services (EFSC) 0.0 $23k 432.00 53.75
Alphabet Cap Stk Cl C (GOOG) 0.0 $22k 140.00 156.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $20k 108.00 188.17
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $20k 234.00 83.92
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $19k 276.00 69.68
Verizon Communications (VZ) 0.0 $16k 357.00 45.36
Chubb (CB) 0.0 $15k 50.00 302.00
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $14k 102.00 135.69
Wal-Mart Stores (WMT) 0.0 $13k 152.00 87.80
Abbott Laboratories (ABT) 0.0 $13k 100.00 132.65
Home Depot (HD) 0.0 $13k 34.00 369.15
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $11k 195.00 54.08
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $10k 152.00 65.86
Amazon (AMZN) 0.0 $7.6k 40.00 190.28
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $6.1k 213.00 28.47
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $5.3k 35.00 151.00
Amgen (AMGN) 0.0 $4.7k 15.00 311.60
Phillips 66 (PSX) 0.0 $4.3k 35.00 123.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $3.6k 100.00 36.41
Walt Disney Company (DIS) 0.0 $3.5k 35.00 100.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $3.3k 20.00 166.00
Cigna Corp (CI) 0.0 $3.0k 9.00 335.00
Costco Wholesale Corporation (COST) 0.0 $2.8k 3.00 946.00
Viatris (VTRS) 0.0 $2.8k 317.00 8.71
Dynex Cap (DX) 0.0 $1.8k 136.00 13.02
Thermo Fisher Scientific (TMO) 0.0 $1.5k 3.00 497.67
Linde SHS (LIN) 0.0 $1.4k 3.00 465.67
Brighthouse Finl (BHF) 0.0 $928.000000 16.00 58.00
BP Sponsored Adr (BP) 0.0 $859.000000 25.00 34.36
Novo-nordisk A S Adr (NVO) 0.0 $556.000000 8.00 69.50
Hilton Worldwide Holdings (HLT) 0.0 $228.000000 1.00 228.00