Notify me when Fi3 FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 192 | $326,930,946 | +$29,966,263 | -$10,604,838 | +$19,361,425 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 06 Feb 2026, 11:47 |
| Q3 2025 | 159 | $295,777,189 | +$10,039,368 | -$13,665,425 | -$3,626,057 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 12 Nov 2025, 11:22 |
| Q2 2025 | 167 | $277,332,564 | +$23,089,568 | -$11,669,178 | +$11,420,390 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 13 Aug 2025, 13:48 |
| Q1 2025 | 137 | $246,309,437 | +$9,364,280 | -$20,188,743 | -$10,824,463 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 09 May 2025, 15:45 |
| Q4 2024 | 123 | $267,014,101 | +$24,522,904 | -$4,497,489 | +$20,025,415 | IVV, IJR, VEA, SPY, LLY | 13F-HR | 11 Feb 2025, 11:39 |
| Q3 2024 | 113 | $251,514,472 | +$17,534,687 | -$1,628,760 | +$15,905,927 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 12 Nov 2024, 16:28 |
| Q2 2024 | 87 | $227,173,109 | +$6,108,899 | -$2,338,237 | +$3,770,662 | IVV, VEA, IJR, SPY, LLY | 13F-HR | 14 Aug 2024, 09:35 |
| Q1 2024 | 86 | $217,062,480 | +$11,440,611 | -$12,500,979 | -$1,060,368 | IVV, VEA, IJR, SPY, HI | 13F-HR | 06 May 2024, 10:37 |
| Q4 2023 | 75 | $209,875,735 | +$11,136,724 | -$7,786,160 | +$3,350,564 | IVV, IJR, VEA, SPY, HI | Restatement | 13 Feb 2024, 12:32 |
| Q3 2023 | 72 | $185,934,962 | +$8,349,754 | -$4,414,121 | +$3,935,633 | IVV, IJR, VEA, SPY, HI | 13F-HR | 09 Nov 2023, 15:23 |
| Q2 2023 | 70 | $190,934,733 | +$19,686,826 | -$28,217,174 | -$8,530,348 | IVV, VEA, IJR, HI, SPY | 13F-HR | 08 Aug 2023, 14:30 |
| Q1 2023 | 78 | $187,471,926 | +$7,108,723 | -$5,538,064 | +$1,570,659 | VEA, IVV, IJR, SPY, HI | 13F-HR | 04 May 2023, 11:22 |
| Q4 2022 | 71 | $174,846,611 | +$60,408,608 | -$4,870,160 | +$55,538,448 | VEA, IVV, IJR, SPY, HI | 13F-HR | 06 Feb 2023, 16:59 |
| Q3 2022 | 49 | $109,811,000 | +$10,617,327 | -$13,490,066 | -$2,872,739 | VEA, IVV, IJR, SPY, HI | 13F-HR | 09 Nov 2022, 13:59 |
| Q2 2022 | 48 | $121,009,000 | +$19,010,935 | -$5,765,365 | +$13,245,570 | IVV, VEA, SPY, IJR, EFA | 13F-HR | 05 Aug 2022, 17:46 |
| Q1 2022 | 50 | $128,683,000 | +$2,753,031 | -$16,914,358 | -$14,161,327 | IVV, VEA, SPY, IJR, HI | 13F-HR | 02 May 2022, 14:52 |
| Q4 2021 | 51 | $152,767,000 | +$19,315,700 | -$29,252,918 | -$9,937,218 | VEA, IVV, IJR, SPY, HI | 13F-HR | 27 Jan 2022, 16:26 |
| Q3 2021 | 42 | $150,683,000 | +$2,261,533 | -$1,748,801 | +$512,732 | HRC, IVV, VEA, SPY, IJR | 13F-HR | 16 Nov 2021, 14:25 |
| Q2 2021 | 45 | $127,662,000 | +$22,884,822 | -$5,181,248 | +$17,703,574 | IVV, VEA, SPY, IJR, HI | 13F-HR | 04 Aug 2021, 16:31 |
| Q1 2021 | 49 | $116,326,000 | $0 | $0 | $0 | HRC, VEA, IVV, SPY, IJR | 13F-HR | 17 May 2021, 16:59 |