FIDUCIENT ADVISORS LLC Diversified Active

Location: Chicago, IL

CIK: 0001729866 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $807M (100.0% shares, 0.0% debt)

Holdings (170)

IVV ISHARES TR 9.8%
Value $79.04M Shares 115,400 Est. Cost $461.59 Unrealized
EFA ISHARES TR 6.2%
Value $50.23M Shares 523,107 Est. Cost $70.57 Unrealized
AON AON PLC 5.2%
Value $42.2M Shares 119,590 Est. Cost $307.90 Unrealized +13.4%
PCAR PACCAR INC 5.0%
Value $40.59M Shares 365,929 Est. Cost $103.86 Unrealized -2.5%
FANG DIAMONDBACK ENERGY INC 4.4%
Value $35.8M Shares 238,133 Est. Cost $136.63 Unrealized +7.6%
VCIT VANGUARD SCOTTSDALE FDS 4.1%
Value $33.19M Shares 396,309 Est. Cost $81.45 Unrealized
VOO VANGUARD INDEX FDS 3.6%
Value $29.41M Shares 46,899 Est. Cost $529.78 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 3.3%
Value $26.8M Shares 353,323 Est. Cost $78.60 Unrealized
IEMG ISHARES INC 3.0%
Value $24.49M Shares 364,307 Est. Cost $54.15 Unrealized
VBR VANGUARD INDEX FDS 2.8%
Value $22.52M Shares 106,353 Est. Cost $197.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value $21.99M Shares 43,754 Est. Cost $430.20 Unrealized +15.7%
IEFA ISHARES TR 2.4%
Value $19.53M Shares 218,298 Est. Cost $83.03 Unrealized
IJR ISHARES TR 2.2%
Value $18.02M Shares 149,923 Est. Cost $108.36 Unrealized
SPY SPDR S&P 500 ETF TR 2.2%
Value $17.91M Shares 26,265 Est. Cost $535.64 Unrealized
EFV ISHARES TR 2.1%
Value $17.06M Shares 238,902 Est. Cost $63.48 Unrealized
AGG ISHARES TR 2.1%
Value $16.57M Shares 165,937 Est. Cost $98.14 Unrealized
VO VANGUARD INDEX FDS 1.9%
Value $15.55M Shares 53,585 Est. Cost $242.12 Unrealized
USRT ISHARES TR 1.7%
Value $14.08M Shares 247,263 Est. Cost $54.23 Unrealized
UBER UBER TECHNOLOGIES INC 1.4%
Value $11.61M Shares 142,089 Est. Cost $27.63 Unrealized +225.9%
QQQ INVESCO QQQ TR 1.2%
Value $9.813M Shares 15,975 Est. Cost $550.33 Unrealized
PRMB PRIMO BRANDS CORPORATION 1.2%
Value $9.56M Shares 584,731 Est. Cost $18.48 Unrealized 0.0%
NVDA NVIDIA CORPORATION 1.0%
Value $8.428M Shares 45,188 Est. Cost $105.33 Unrealized +76.7%
GLDM WORLD GOLD TR 1.0%
Value $8.248M Shares 96,619 Est. Cost $65.52 Unrealized
PHEQ MORGAN STANLEY ETF TRUST 1.0%
Value $7.946M Shares 243,980 Est. Cost $32.57 Unrealized
VB VANGUARD INDEX FDS 1.0%
Value $7.79M Shares 30,199 Est. Cost $165.41 Unrealized
AAPL APPLE INC 1.0%
Value $7.706M Shares 28,344 Est. Cost $208.30 Unrealized +28.8%
IWB ISHARES TR 0.9%
Value $7.467M Shares 19,995 Est. Cost $288.66 Unrealized
VTI VANGUARD INDEX FDS 0.9%
Value $6.878M Shares 20,514 Est. Cost $271.00 Unrealized
GEW EA SERIES TRUST 0.8%
Value $6.483M Shares 126,131 Est. Cost $50.36 Unrealized
ITW ILLINOIS TOOL WKS INC 0.7%
Value $6.021M Shares 24,287 Est. Cost $237.44 Unrealized +4.3%
VEA VANGUARD TAX-MANAGED FDS 0.7%
Value $5.846M Shares 93,579 Est. Cost $48.59 Unrealized
EEM ISHARES TR 0.7%
Value $5.39M Shares 98,519 Est. Cost $41.37 Unrealized
IJH ISHARES TR 0.7%
Value $5.359M Shares 81,193 Est. Cost $75.21 Unrealized
ORCL ORACLE CORP 0.6%
Value $5.241M Shares 26,888 Est. Cost $153.13 Unrealized +55.5%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $5.076M Shares 94,425 Est. Cost $44.64 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value $5.036M Shares 68,459 Est. Cost $59.00 Unrealized
RTX RTX CORPORATION 0.6%
Value $4.441M Shares 24,217 Est. Cost $100.23 Unrealized +72.9%
MSFT MICROSOFT CORP 0.5%
Value $4.364M Shares 9,024 Est. Cost $421.72 Unrealized +18.7%
AMZN AMAZON COM INC 0.5%
Value $4.286M Shares 18,569 Est. Cost $190.67 Unrealized +20.0%
VUG VANGUARD INDEX FDS 0.5%
Value $4.259M Shares 8,729 Est. Cost $372.28 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.5%
Value $4.258M Shares 182,208 Est. Cost $23.37 Unrealized
GOOG ALPHABET INC 0.5%
Value $4.11M Shares 13,098 Est. Cost $194.45 Unrealized +47.3%
VV VANGUARD INDEX FDS 0.5%
Value $4.003M Shares 12,715 Est. Cost $250.49 Unrealized
USHY ISHARES TR 0.5%
Value $3.956M Shares 105,786 Est. Cost $37.74 Unrealized
SCHP SCHWAB STRATEGIC TR 0.5%
Value $3.803M Shares 143,557 Est. Cost $26.61 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $3.639M Shares 30,236 Est. Cost $105.07 Unrealized +9.9%
IWF ISHARES TR 0.4%
Value $3.503M Shares 7,400 Est. Cost $316.69 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.4%
Value $3.344M Shares 23,703 Est. Cost $120.22 Unrealized
BSM BLACK STONE MINERALS L P 0.4%
Value $3.223M Shares 242,548 Est. Cost $15.10 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value $3.004M Shares 39,825 Est. Cost $71.61 Unrealized
USEW EA SERIES TRUST 0.3%
Value $2.81M Shares 55,366 Est. Cost $50.76 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value $2.755M Shares 37,199 Est. Cost $78.39 Unrealized
EMB ISHARES TR 0.3%
Value $2.662M Shares 27,647 Est. Cost $96.28 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value $2.628M Shares 26,403 Est. Cost $99.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $2.498M Shares 77,925 Est. Cost $29.99 Unrealized
BY BYLINE BANCORP INC 0.3%
Value $2.384M Shares 81,767 Est. Cost $26.63 Unrealized +5.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $2.264M Shares 3 Est. Cost $645766.56 Unrealized +15.6%
SCHH SCHWAB STRATEGIC TR 0.3%
Value $2.116M Shares 101,312 Est. Cost $20.89 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value $1.965M Shares 71,631 Est. Cost $44.28 Unrealized
GOOGL ALPHABET INC 0.2%
Value $1.865M Shares 5,958 Est. Cost $193.49 Unrealized +47.6%
IVW ISHARES TR 0.2%
Value $1.854M Shares 15,039 Est. Cost $79.39 Unrealized
IGM ISHARES TR 0.2%
Value $1.842M Shares 14,264 Est. Cost $94.31 Unrealized
META META PLATFORMS INC 0.2%
Value $1.815M Shares 2,749 Est. Cost $435.58 Unrealized +53.2%
AMGN AMGEN INC 0.2%
Value $1.776M Shares 5,427 Est. Cost $288.47 Unrealized +9.5%
APP APPLOVIN CORP 0.2%
Value $1.772M Shares 2,630 Est. Cost $630.10 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value $1.7M Shares 2,819 Est. Cost $540.44 Unrealized
V VISA INC 0.2%
Value $1.687M Shares 4,809 Est. Cost $280.13 Unrealized +21.5%
SCHF SCHWAB STRATEGIC TR 0.2%
Value $1.668M Shares 69,392 Est. Cost $20.81 Unrealized
IWM ISHARES TR 0.2%
Value $1.636M Shares 6,645 Est. Cost $209.49 Unrealized
TIP ISHARES TR 0.2%
Value $1.585M Shares 14,423 Est. Cost $107.46 Unrealized
CMDY ISHARES U S ETF TR 0.2%
Value $1.57M Shares 32,209 Est. Cost $48.75 Unrealized
LQD ISHARES TR 0.2%
Value $1.532M Shares 13,903 Est. Cost $109.42 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value $1.519M Shares 1,728 Est. Cost $575.43 Unrealized +41.3%
IEF ISHARES TR 0.2%
Value $1.51M Shares 15,702 Est. Cost $94.12 Unrealized
AGZ ISHARES TR 0.2%
Value $1.494M Shares 13,555 Est. Cost $107.84 Unrealized
RPG INVESCO EXCHANGE TRADED FD T 0.2%
Value $1.446M Shares 30,985 Est. Cost $36.72 Unrealized
GNR SPDR INDEX SHS FDS 0.2%
Value $1.426M Shares 22,953 Est. Cost $55.39 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $1.353M Shares 4,200 Est. Cost $216.16 Unrealized +43.2%
TCHP T ROWE PRICE ETF INC 0.1%
Value $1.21M Shares 24,270 Est. Cost $46.09 Unrealized
DVY ISHARES TR 0.1%
Value $1.202M Shares 8,520 Est. Cost $112.86 Unrealized
AMLP ALPS ETF TR 0.1%
Value $1.149M Shares 24,433 Est. Cost $47.68 Unrealized
ABBV ABBVIE INC 0.1%
Value $1.11M Shares 4,856 Est. Cost $162.13 Unrealized +40.3%
IWD ISHARES TR 0.1%
Value $1.061M Shares 5,043 Est. Cost $171.53 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $1.041M Shares 7,254 Est. Cost $114.39 Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.029M Shares 15,465 Est. Cost $55.04 Unrealized
GUNR FLEXSHARES TR 0.1%
Value $1.022M Shares 22,281 Est. Cost $36.59 Unrealized
NFRA FLEXSHARES TR 0.1%
Value $1.018M Shares 16,821 Est. Cost $56.21 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $957K Shares 4,626 Est. Cost $154.98 Unrealized +27.1%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $916K Shares 2,910 Est. Cost $300.56 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $895K Shares 11,224 Est. Cost $78.50 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value $865K Shares 9,465 Est. Cost $91.38 Unrealized
ACWI ISHARES TR 0.1%
Value $860K Shares 6,079 Est. Cost $106.66 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value $786K Shares 2,601 Est. Cost $257.52 Unrealized
C CITIGROUP INC 0.1%
Value $782K Shares 6,701 Est. Cost $53.79 Unrealized +92.7%
CLS CELESTICA INC 0.1%
Value $774K Shares 2,620 Est. Cost $301.37 Unrealized 0.0%
ACWX ISHARES TR 0.1%
Value $751K Shares 11,181 Est. Cost $53.61 Unrealized
IWR ISHARES TR 0.1%
Value $686K Shares 7,126 Est. Cost $76.83 Unrealized
MS MORGAN STANLEY 0.1%
Value $655K Shares 3,690 Est. Cost $96.28 Unrealized +72.9%
IGF ISHARES TR 0.1%
Value $638K Shares 10,396 Est. Cost $55.67 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $636K Shares 3,328 Est. Cost $190.99 Unrealized
TPR TAPESTRY INC 0.1%
Value $635K Shares 4,970 Est. Cost $114.03 Unrealized 0.0%
SHY ISHARES TR 0.1%
Value $611K Shares 7,374 Est. Cost $81.75 Unrealized
GLD SPDR GOLD TR 0.1%
Value $609K Shares 1,537 Est. Cost $396.31 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $583K Shares 6,586 Est. Cost $86.91 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $582K Shares 2,782 Est. Cost $209.08 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value $578K Shares 1,012 Est. Cost $565.55 Unrealized -1.2%
MCD MCDONALDS CORP 0.1%
Value $576K Shares 1,886 Est. Cost $265.42 Unrealized +14.9%
FIX COMFORT SYS USA INC 0.1%
Value $569K Shares 610 Est. Cost $922.99 Unrealized 0.0%
FTAI FTAI AVIATION LTD 0.1%
Value $508K Shares 2,580 Est. Cost $170.24 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value $507K Shares 2,490 Est. Cost $193.39 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $489K Shares 3,412 Est. Cost $146.15 Unrealized +0.7%
WMT WALMART INC 0.1%
Value $481K Shares 4,309 Est. Cost $63.08 Unrealized +70.0%
COWZ PACER FDS TR 0.1%
Value $472K Shares 7,770 Est. Cost $58.08 Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $460K Shares 17,537 Est. Cost $21.53 Unrealized
IVE ISHARES TR 0.1%
Value $451K Shares 2,125 Est. Cost $184.80 Unrealized
TFC TRUIST FINL CORP 0.1%
Value $439K Shares 8,915 Est. Cost $40.39 Unrealized +13.4%
SOC SABLE OFFSHORE CORP 0.1%
Value $436K Shares 48,300 Est. Cost $23.26 Unrealized -59.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $423K Shares 730 Est. Cost $565.16 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $419K Shares 1,187 Est. Cost $267.36 Unrealized +35.8%
IWN ISHARES TR 0.1%
Value $412K Shares 2,275 Est. Cost $163.10 Unrealized
THC TENET HEALTHCARE CORP 0.1%
Value $405K Shares 2,040 Est. Cost $202.09 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value $404K Shares 1,173 Est. Cost $330.43 Unrealized +10.3%
MRK MERCK & CO INC 0.0%
Value $403K Shares 3,799 Est. Cost $97.36 Unrealized -4.2%
IWO ISHARES TR 0.0%
Value $395K Shares 1,222 Est. Cost $256.71 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $394K Shares 1,992 Est. Cost $46.94 Unrealized +362.6%
CSCO CISCO SYS INC 0.0%
Value $393K Shares 5,108 Est. Cost $60.32 Unrealized +22.3%
SCHX SCHWAB STRATEGIC TR 0.0%
Value $380K Shares 14,117 Est. Cost $22.08 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $376K Shares 4,690 Est. Cost $78.34 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $363K Shares 1,225 Est. Cost $145.03 Unrealized +106.0%
SN SHARKNINJA INC 0.0%
Value $359K Shares 3,210 Est. Cost $98.55 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $358K Shares 5,124 Est. Cost $55.81 Unrealized +24.4%
MTB M & T BK CORP 0.0%
Value $357K Shares 1,770 Est. Cost $170.35 Unrealized +11.6%
COST COSTCO WHSL CORP NEW 0.0%
Value $354K Shares 410 Est. Cost $956.70 Unrealized -5.3%
AGX ARGAN INC 0.0%
Value $342K Shares 1,090 Est. Cost $316.84 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value $334K Shares 1,170 Est. Cost $229.35 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $331K Shares 1,433 Est. Cost $223.49 Unrealized +1.7%
BKLC BNY MELLON ETF TRUST 0.0%
Value $327K Shares 2,495 Est. Cost $103.78 Unrealized
TAXX BONDBLOXX ETF TRUST 0.0%
Value $325K Shares 6,369 Est. Cost $50.57 Unrealized
LLY ELI LILLY & CO 0.0%
Value $322K Shares 300 Est. Cost $770.81 Unrealized +24.0%
IEI ISHARES TR 0.0%
Value $313K Shares 2,626 Est. Cost $115.47 Unrealized
AVGO BROADCOM INC 0.0%
Value $310K Shares 897 Est. Cost $229.65 Unrealized +55.5%
NU NU HLDGS LTD 0.0%
Value $301K Shares 17,962 Est. Cost $16.07 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.0%
Value $291K Shares 3,030 Est. Cost $91.50 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.0%
Value $290K Shares 1,196 Est. Cost $192.95 Unrealized +15.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $287K Shares 1,612 Est. Cost $117.28 Unrealized +54.4%
TWLO TWILIO INC 0.0%
Value $284K Shares 2,000 Est. Cost $80.95 Unrealized +53.0%
WFC WELLS FARGO CO NEW 0.0%
Value $281K Shares 3,010 Est. Cost $80.47 Unrealized +7.7%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value $280K Shares 1,952 Est. Cost $143.35 Unrealized
PAYX PAYCHEX INC 0.0%
Value $260K Shares 2,320 Est. Cost $116.34 Unrealized +0.2%
LPLA LPL FINL HLDGS INC 0.0%
Value $259K Shares 725 Est. Cost $353.69 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $258K Shares 1,487 Est. Cost $170.73 Unrealized 0.0%
EZBC FRANKLIN TEMPLETON DIGITAL H 0.0%
Value $253K Shares 5,000 Est. Cost $61.84 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $248K Shares 1,625 Est. Cost $152.21 Unrealized -0.5%
J JACOBS SOLUTIONS INC 0.0%
Value $245K Shares 1,846 Est. Cost $146.41 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $242K Shares 503 Est. Cost $482.02 Unrealized
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $242K Shares 2,460 Est. Cost $98.51 Unrealized
TGT TARGET CORP 0.0%
Value $239K Shares 2,449 Est. Cost $115.72 Unrealized -20.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value $238K Shares 1,292 Est. Cost $162.02 Unrealized +24.5%
MUB ISHARES TR 0.0%
Value $234K Shares 2,181 Est. Cost $106.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $230K Shares 1,595 Est. Cost $198.62 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $229K Shares 2,296 Est. Cost $94.74 Unrealized 0.0%
ACI ALBERTSONS COS INC 0.0%
Value $217K Shares 12,650 Est. Cost $18.68 Unrealized -5.6%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $206K Shares 6,302 Est. Cost $30.22 Unrealized
QCOM QUALCOMM INC 0.0%
Value $206K Shares 1,202 Est. Cost $157.20 Unrealized +8.6%
PM PHILIP MORRIS INTL INC 0.0%
Value $206K Shares 1,270 Est. Cost $139.72 Unrealized +9.9%
CAT CATERPILLAR INC 0.0%
Value $205K Shares 357 Est. Cost $555.50 Unrealized 0.0%
USAS AMERICAS GOLD AND SILVER COR 0.0%
Value $204K Shares 40,000 Est. Cost $2.61 Unrealized +72.1%
PBI PITNEY BOWES INC 0.0%
Value $195K Shares 18,463 Est. Cost $6.74 Unrealized +53.8%
NGD NEW GOLD INC CDA 0.0%
Value $87,100 Shares 10,000 Est. Cost $4.11 Unrealized +83.3%
AUR AURORA INNOVATION INC 0.0%
Value $38,400 Shares 10,000 Est. Cost $6.27 Unrealized -27.0%