0001172661-23-001893.txt : 20230508 0001172661-23-001893.hdr.sgml : 20230508 20230508164211 ACCESSION NUMBER: 0001172661-23-001893 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FIDUCIENT ADVISORS LLC CENTRAL INDEX KEY: 0001729866 IRS NUMBER: 364001764 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18349 FILM NUMBER: 23898387 BUSINESS ADDRESS: STREET 1: 500 W. MADISON STREET STREET 2: SUITE 1700 CITY: CHICAGO STATE: IL ZIP: 60661 BUSINESS PHONE: 3128531000 MAIL ADDRESS: STREET 1: 500 W. MADISON STREET STREET 2: SUITE 1700 CITY: CHICAGO STATE: IL ZIP: 60661 FORMER COMPANY: FORMER CONFORMED NAME: DiMeo Schneider & Associates, L.L.C. DATE OF NAME CHANGE: 20180130 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001729866 XXXXXXXX 03-31-2023 03-31-2023 false FIDUCIENT ADVISORS LLC

500 W. Madison Street Suite 1700 Chicago IL 60661

13F HOLDINGS REPORT 028-18349 000106720 801-48820 N Neshie Tiwari 617-405-1599-51599 /s/ Neshie Tiwari Wellesley MA 05-08-2023 0 48 308601989 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 357542 2168 SH SOLE 0 0 2168 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 273570 886 SH SOLE 0 0 886 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 0 0 1 DICKS SPORTING GOODS INC COM 253393102 262352 1849 SH SOLE 0 0 1849 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 871964 19595 SH SOLE 0 0 19595 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4253395 166931 SH SOLE 0 0 166931 DOMINION ENERGY INC COM 25746U109 203009 3631 SH SOLE 0 0 3631 FLEXSHARES TR MSTAR EMKT FAC 33939L308 760681 15495 SH SOLE 0 0 15495 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2036137 48147 SH SOLE 0 0 48147 FLEXSHARES TR IBOXX 3R TARGT 33939L506 409440 16940 SH SOLE 0 0 16940 FLEXSHARES TR STOXX GLOBR INF 33939L795 903670 17395 SH SOLE 0 0 17395 ISHARES INC MSCI EMRG CHN 46434G764 779463 15801 SH SOLE 0 0 15801 ISHARES TR S&P 500 GRWT ETF 464287309 832864 13036 SH SOLE 0 0 13036 ISHARES TR RUS MID CAP ETF 464287499 543474 7773 SH SOLE 0 0 7773 ISHARES TR CORE S&P500 ETF 464287200 40521216 98573 SH SOLE 0 0 98573 ISHARES TR RUS 1000 ETF 464287622 272957 1212 SH SOLE 0 0 1212 ISHARES TR NATIONAL MUN ETF 464288414 812036 7537 SH SOLE 0 0 7537 ISHARES TR MSCI ACWI ETF 464288257 280525 3077 SH SOLE 0 0 3077 ISHARES TR ISHS 1-5YR INVS 464288646 1162521 23002 SH SOLE 0 0 23002 ISHARES TR RUS 1000 VAL ETF 464287598 829665 5449 SH SOLE 0 0 5449 ISHARES TR TIPS BD ETF 464287176 363598 3298 SH SOLE 0 0 3298 ISHARES TR CORE S&P SCP ETF 464287804 1440069 14892 SH SOLE 0 0 14892 ISHARES TR SP SMCP600VL ETF 464287879 264673 2828 SH SOLE 0 0 2828 ISHARES TR CRE U S REIT ETF 464288521 35353735 701463 SH SOLE 0 0 701463 ISHARES TR CORE US AGGBD ET 464287226 3874875 38889 SH SOLE 0 0 38889 ISHARES TR BROAD USD HIGH 46435U853 1243432 34977 SH SOLE 0 0 34977 ISHARES TR FLTG RATE NT ETF 46429B655 733175 14550 SH SOLE 0 0 14550 ISHARES TR CORE S&P MCP ETF 464287507 701042 2802 SH SOLE 0 0 2802 ISHARES TR MSCI EAFE ETF 464287465 684934 9577 SH SOLE 0 0 9577 MICROSOFT CORP COM 594918104 411981 1429 SH SOLE 0 0 1429 OIL DRI CORP AMER COM 677864100 208050 5000 SH SOLE 0 0 5000 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 252205 7247 SH SOLE 0 0 7247 SPDR S&P 500 ETF TR TR UNIT 78462F103 7424641 18136 SH SOLE 0 0 18136 TRUIST FINL CORP COM 89832Q109 315152 9242 SH SOLE 0 0 9242 UBER TECHNOLOGIES INC COM 90353T100 4504221 142089 SH SOLE 0 0 142089 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 38868845 526464 SH SOLE 0 0 526464 VANGUARD INDEX FDS MID CAP ETF 922908629 18999246 90078 SH SOLE 0 0 90078 VANGUARD INDEX FDS SMALL CP ETF 922908751 14928035 78751 SH SOLE 0 0 78751 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 43568223 115851 SH SOLE 0 0 115851 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3017808 14786 SH SOLE 0 0 14786 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1130833 22322 SH SOLE 0 0 22322 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 26581518 333436 SH SOLE 0 0 333436 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 17427875 217251 SH SOLE 0 0 217251 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2982804 39129 SH SOLE 0 0 39129 VANGUARD STAR FDS VG TL INTL STK F 921909768 18860619 341616 SH SOLE 0 0 341616 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6464079 143106 SH SOLE 0 0 143106 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 892525 8460 SH SOLE 0 0 8460 WISDOMTREE TR US EFFICIENT COR 97717Y790 271715 7750 SH SOLE 0 0 7750