Fi3 FINANCIAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
137
- Value ($000)
$246,309
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001862427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $38.55M | 16 % | 68,606 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $34.06M | 14 % | 670,159 | ||
IJR iShares Core S&P Small Cap ETF | ETF | 464287804 | $29.97M | 12 % | 286,641 | ||
SPY SPDR S&P 500 ETF Trust | ETF | 78462F103 | $15.15M | 6 % | 27,088 | ||
LLY Eli Lilly &co Com | COMMON STOCK | 532457108 | $12.40M | 5 % | 15,019 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $8.93M | 4 % | 40,200 | ||
SCHP Schwab US TIPS ETF | ETF | 808524870 | $8.07M | 3 % | 300,117 | ||
Hillenbrand Inc | COMMON STOCK | 431571108 | $6.84M | 3 % | 283,345 | ||
VB Vanguard Small-Cap Index Fund ETF | ETF | 922908751 | $6.81M | 3 % | 30,718 | ||
VTI Vanguard Total Stock Market Index Fund ETF | ETF | 922908769 | $5.16M | 2 % | 18,779 |
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