Portfolio (Quarterly)
Guide ↗
FIDUCIENT ADVISORS LLC
· CIK 0001729866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CSCO | CISCO SYS INC | Technology | 5,108 | $393K | 0.05% | SOLD |
| 22 | SN | SHARKNINJA INC | Consumer Cyclical | 3,210 | $359K | 0.04% | SOLD |
| 23 | AGX | ARGAN INC | Industrials | 1,090 | $342K | 0.04% | SOLD |
| 24 | UNP | UNION PAC CORP | Industrials | 1,433 | $331K | 0.04% | SOLD |
| 25 | NU | NU HLDGS LTD | Financial Services | 17,962 | $301K | 0.04% | SOLD |
| 26 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,030 | $291K | 0.04% | SOLD |
| 27 | WFC | WELLS FARGO CO NEW | Financial Services | 3,010 | $281K | 0.04% | SOLD |
| 28 | VSS | VANGUARD INTL EQUITY INDEX F | — | 1,952 | $280K | 0.04% | SOLD |
| 29 | LPLA | LPL FINL HLDGS INC | Financial Services | 725 | $259K | 0.03% | SOLD |
| 30 | TXN | TEXAS INSTRS INC | Technology | 1,487 | $258K | 0.03% | SOLD |
| 31 | EZBC | FRANKLIN TEMPLETON DIGITAL H | Financial Services | 5,000 | $253K | 0.03% | SOLD |
| 32 | CVX | CHEVRON CORP NEW | Energy | 1,625 | $248K | 0.03% | SOLD |
| 33 | TGT | TARGET CORP | Consumer Defensive | 2,449 | $239K | 0.03% | SOLD |
| 34 | QCOM | QUALCOMM INC | Technology | 1,202 | $206K | 0.03% | SOLD |
| 35 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,270 | $206K | 0.03% | SOLD |
| 36 | — | NEW GOLD INC CDA | — | 10,000 | $87K | 0.01% | SOLD |
Sector Allocation
Financial Services
38.2%
Energy
20.8%
Industrials
19.5%
Technology
12.2%
Consumer Defensive
4.5%
Communication Services
2.4%
Consumer Cyclical
1.5%
Healthcare
0.8%