Fi3 FINANCIAL ADVISORS, LLC - Portfolio overview

Fi3 FINANCIAL ADVISORS, LLC has 242 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - iShares Core S&P 500 ETF, 13.91%
2. VEA - Vanguard FTSE Developed Markets ETF, 11.56%
3. IJR - iShares Core S&P Small Cap ETF, 11.11%

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

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