FIDUCIENT ADVISORS LLC - Portfolio overview
FIDUCIENT ADVISORS LLC has 172 reported holdings in this dataset, with the latest filing dated 2026-05-11.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Energy.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 8.35%
- AON - AON PLC, 7.58%
- EFA - ISHARES TR, 6.51%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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