FIDELIS iM, LLC - Portfolio overview

FIDELIS iM, LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 15.42%
2. VIG - VANGUARD SPECIALIZED FUNDS, 14.50%
3. VCSH - VANGUARD SCOTTSDALE FDS, 14.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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