Fiducient Advisors LLC Q4 2022 vs. Q1 2023: Analyzing the Top Holdings of the Fund

Fiducient Advisors LLC, an investment advisory firm, recently filed their 13F form with the Securities and Exchange Commission, detailing their portfolio holdings as of Q4 2022 and Q1 2023. The form provides key insights into the firm's investment strategy, and changes made to their portfolio over the given period.

In this article, we will take a closer look into the filings made by Fiducient Advisors LLC, comparing their Q4 2022 holdings with those in Q1 2023. We will examine the top holdings of the fund, identifying key trends and investments made during the period.

Vanguard Index Funds Leads the Way

The filings show that Vanguard Index Funds is the top holding of the firm, with a total of 115851 shares at the end of Q1 2023, up from 37713 shares in Q4 2022. The value of their holdings in the fund also increased from $13,250,000 to $43,568,000, representing an increase of 228.8%. This significant increase in holdings is a clear indication of Fiducient Advisors' confidence in the index fund, which tracks the performance of the CRSP US Total Market Index.

iShares TR and Vanguard BD Index Funds take Second and Third Spots

iShares TR, an ETF tracking the S&P 500 index, is the second top holding of the fund, with a total of 98,573 shares, a slight decrease from 104,958 shares in Q4 2022. The value of their holdings in the fund increased by 0.5%, from $40,325,000 to $40,521,000 over the same period.

Vanguard BD Index Funds is the third top holding of Fiducient Advisors LLC, with a total of 526,464 shares in Q1 2023, down from 527,126 shares in Q4 2022. The value of their holdings in the fund increased by 2.6%, from $37,868,000 to $38,868,000 over the same period.

Other Top Holdings of the Fund

iShares TR’s USRT is another top holding of the fund, with an increase in the number of shares from 697,926 in Q4 2022 to 701,463 in Q1 2023. The value of their holdings in the fund also increased from $34,512,000 to $35,353,000, representing an increase of 2.4%.

Vanguard Scottsdale FDS’ VCLT is the fifth top holding of Fiducient Advisors LLC, with 333,436 shares in Q1 2023, representing a new addition to their portfolio in comparison to Q4 2022.

Key Takeaways

Overall, Fiducient Advisors LLC's holdings seem to have remained stable during the period under review, with only slight changes observed in the number of shares held and the value of the holdings. The top holdings of the fund are mainly ETFs tracking the performance of major market indices. The filings indicate that the firm continues to have confidence in their existing holdings in ETF funds, with a focus on Vanguard and iShares ETFs.

In conclusion, the 13F filings of Fiducient Advisors LLC provide valuable insights into the current investment strategy of the firm. The top holdings of the fund, in particular, demonstrate their focus on ETFs that track the performance of major indices. Investors can use this information to gain a deeper understanding of the market trends, as well as make informed investment decisions.