Fi3 FINANCIAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
167
- Value ($000)
$277,333
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | ETF | 464287200 | $44.78M | 16 % | 72,123 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $37.74M | 14 % | 661,961 | ||
IJR iShares Core S&P Small Cap ETF | ETF | 464287804 | $32.05M | 12 % | 293,261 | ||
SPY SPDR S&P 500 ETF Trust | ETF | 78462F103 | $16.61M | 6 % | 26,813 | ||
LLY Eli Lilly & Co | COMMON STOCK | 532457108 | $11.48M | 4 % | 14,722 | ||
SCHP Schwab US TIPS ETF | ETF | 808524870 | $8.91M | 3 % | 333,971 | ||
AAPL Apple Inc | COMMON STOCK | 037833100 | $8.35M | 3 % | 40,692 | ||
VB Vanguard Small-Cap Index Fund ETF | ETF | 922908751 | $7.85M | 3 % | 33,014 | ||
VTI Vanguard Total Stock Market Index Fund ETF | ETF | 922908769 | $7.80M | 3 % | 25,579 | ||
EFA iShares MSCI EAFE ETF | ETF | 464287465 | $5.42M | 2 % | 60,592 |
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