Fedenia Advisers LLC

Q1 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    114

  • Value ($000)

    $153,840

  • Date Filed
    04/28/2025
  • Form type
    13F-HR
  • CIK
    0002023168
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARES CORE US

AGGREGATE BOND ETF
$23.54M
15 %

238,018

V
VOO

VANGUARD S&P 500 ETF

S&P 500 ETF SHS
$13.12M
9 %

25,533

I
IUSB

ISHARES CORE TOTAL USD

BOND MARK ETF
$11.30M
7 %

245,136

V
VEA

VANGUARD FTSE DEVELOPED

MARKETS ETF
$7.40M
5 %

145,506

M
MUB

ISHARES NATIONAL MUNI

BOND ETF
$7.22M
5 %

68,465

I
IBIT

ISHARES BITCOIN ETF

SHS BEN INT
$4.28M
3 %

91,397

A
AAPL

APPLE INC

COM
$4.07M
3 %

18,328

B
BNDX

VANGUARD TOTAL

INTERNATIONAL BND ETF
$3.31M
2 %

67,874

M
MSFT

MICROSOFT CORP

COM
$3.18M
2 %

8,461

B
BSV

VANGUARD SHORT-TERM BOND

ETF
$3.14M
2 %

40,127

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