account_balance
Investment manager · 13F filer · SEC CIK 1862427
Fi3 Financial Advisors, LLC
Reported value$418Mas of Jun 30, 2026
Positions232 64 new, 50 sold out
Top 10 weight61.5%IJH alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IJHiShares Core S&P 500 ETF
13.7%Added +759%
VOVanguard FTSE Developed Markets ETF
11.5%New
USRTiShares Core S&P Small Cap ETF
11.1%Added +2280%
EMEEli Lilly & Co
6.1%Added +4045%
MDYSPDR S&P 500 ETF Trust
4.5%New
VTVanguard Total Stock Market Index Fund ETF
3.6%Added +908%
STXSchwab US TIPS ETF
3.4%New
AITApple Inc
3.2%New
ODFLNvidia Corporation
2.6%New
VTIVanguard Small-Cap Index Fund ETF
1.8%Trimmed −39%
AXPAmazon.Com Inc
1.5%Added +2357%
MHK1.5%IJHiShares Core S&P 500 ETF
13.7%Added +759%
VOVanguard FTSE Developed Markets ETF
11.5%New
USRTiShares Core S&P Small Cap ETF
11.1%Added +2280%
EMEEli Lilly & Co
6.1%Added +4045%
MDY4.5%VT3.6%
STX3.4%AIT3.2%ODFL2.6%VTI1.8%
AXPMHKBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IJH iShares Core S&P 500 ETF 13.7% Added +759%
VO Vanguard FTSE Developed Markets ETF 11.5% New
USRT iShares Core S&P Small Cap ETF 11.1% Added +2280%
EME Eli Lilly & Co 6.1% Added +4045%MDY SPDR S&P 500 ETF Trust 4.5% NewVT Vanguard Total Stock Market Index Fund ETF 3.6% Added +908%
STX Schwab US TIPS ETF 3.4% NewAIT Apple Inc 3.2% NewODFL Nvidia Corporation 2.6% NewVTI Vanguard Small-Cap Index Fund ETF 1.8% Trimmed −39%
AXP Amazon.Com Inc 1.5% Added +2357%MHK Microsoft 1.5% Added +690%What changed