Fiducient Advisors LLC
- SEC CIK
- 0001729866
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 81
- No 13F data for Q4 2020
- Portfolio value
- $309.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 120,331 | $47.9M | 15.5% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 829,668 | $43.5M | 14.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 475,996 | $40.3M | 13.0% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 215,190 | $39.9M | 12.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 310,397 | $19.5M | 6.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 70,873 | $15.2M | 4.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 60,117 | $13.3M | 4.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,285 | $11.4M | 3.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,245 | $10.8M | 3.5% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 208,459 | $10.2M | 3.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 17,611 | $4.15M | 1.3% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,487 | $3.36M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 26,804 | $3.27M | 1.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,047 | $2.90M | 0.9% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 68,969 | $2.50M | 0.8% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,503 | $2.36M | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,287 | $2.33M | 0.8% | – | – | History |
| PBCTPeople's United Financial, Inc. | COM | 122,950 | $2.20M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 458 | $1.42M | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,067 | $1.31M | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,024 | $1.28M | 0.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,613 | $1.27M | 0.4% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 16,977 | $1.25M | 0.4% | – | – | – |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 19,280 | $1.08M | 0.4% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 57,359 | $1.05M | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 18,656 | $1.04M | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 4,510 | $1.01M | 0.3% | – | – | History |
| ADBEAdobe Inc. | Stock | 2,113 | $1.00M | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 6,052 | $995.0K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 6,294 | $890.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,896 | $884.0K | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,833 | $837.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 5,977 | $809.0K | 0.3% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,861 | $783.0K | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,053 | $720.0K | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 3,190 | $718.0K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 8,060 | $715.0K | 0.2% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,417 | $715.0K | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 5,241 | $567.0K | 0.2% | – | – | History |
| TFCTruist Financial Corp | COM | 9,569 | $558.0K | 0.2% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,501 | $554.0K | 0.2% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,800 | $533.0K | 0.2% | – | – | History |
| ACNAccenture plc | Stock | 1,885 | $521.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 922 | $492.0K | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,800 | $468.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 8,395 | $443.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,342 | $434.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 8,190 | $419.0K | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 3,436 | $412.0K | 0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 5,139 | $390.0K | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 2,612 | $369.0K | 0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,704 | $367.0K | 0.1% | – | – | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,647 | $354.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 5,842 | $340.0K | 0.1% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 1,229 | $330.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,726 | $318.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 5,389 | $315.0K | 0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 4,026 | $306.0K | 0.1% | – | – | History |
| MARMarriott International Inc | Stock | 2,020 | $299.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 145 | $299.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,241 | $297.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 4,512 | $289.0K | 0.1% | – | – | History |
| CICigna Group | Stock | 1,195 | $289.0K | 0.1% | – | – | History |
| WASHWashington Trust Bancorp Inc | COM | 5,500 | $284.0K | 0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 255 | $282.0K | 0.1% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 1,390 | $280.0K | 0.1% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,135 | $273.0K | 0.1% | – | – | – |
| NVONovo Nordisk A S | ADR | 4,030 | $272.0K | 0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,788 | $268.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,310 | $259.0K | 0.1% | – | – | History |
| ECLEcolab Inc. | Stock | 1,200 | $257.0K | 0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 960 | $255.0K | 0.1% | – | – | History |
| HTOH2O America | COM | 3,946 | $249.0K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,861 | $248.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,069 | $236.0K | 0.1% | – | – | – |
| AFLAflac Inc | Stock | 4,500 | $230.0K | 0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 8,415 | $220.0K | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 981 | $213.0K | 0.1% | – | – | History |
| Varian Med Sys Inc92220P105 | COM | 1,200 | $212.0K | 0.1% | – | – | – |
| RMDResmed Inc | COM | 1,063 | $206.0K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 85,946 | $93.0K | <0.1% | – | – | – |