0001765380-22-000018.txt : 20220127 0001765380-22-000018.hdr.sgml : 20220127 20220127162631 ACCESSION NUMBER: 0001765380-22-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fi3 FINANCIAL ADVISORS, LLC CENTRAL INDEX KEY: 0001862427 IRS NUMBER: 454786201 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21253 FILM NUMBER: 22563511 BUSINESS ADDRESS: STREET 1: 10401 N. MERIDIAN STREET STREET 2: SUITE 205 CITY: INDIANAPOLIS STATE: IN ZIP: 46290 BUSINESS PHONE: 317-426-8800 MAIL ADDRESS: STREET 1: 10401 N. MERIDIAN STREET STREET 2: SUITE 205 CITY: INDIANAPOLIS STATE: IN ZIP: 46290 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001862427 XXXXXXXX 12-31-2021 12-31-2021 Fi3 FINANCIAL ADVISORS, LLC

10401 N. MERIDIAN STREET SUITE 205 INDIANAPOLIS IN 46290

13F HOLDINGS REPORT 028-21253 N Andy Warning 513-832-5463 Andy Warning Cincinnati OH 01-27-2022 0 51 152767 false INFORMATION TABLE 2 q42021fi3financial13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 330 796 SH SOLE 0 0 0 796 ALPHABET INC CAP STK CL A 02079K305 872 301 SH SOLE 0 0 0 301 ALPHABET INC CAP STK CL C 02079K107 373 129 SH SOLE 0 0 0 129 AMAZON COM INC COM 023135106 1617 485 SH SOLE 0 0 0 485 APPLE INC COM 037833100 3811 21460 SH SOLE 0 0 0 21460 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 327 1092 SH SOLE 0 0 0 1092 COSTCO WHSL CORP NEW COM 22160K105 216 381 SH SOLE 0 0 0 381 DISNEY WALT CO COM 254687106 247 1595 SH SOLE 0 0 0 1595 HILLENBRAND INC COM 431571108 10751 206785 SH SOLE 0 0 0 206785 HOME DEPOT INC COM 437076102 368 887 SH SOLE 0 0 0 887 INOTIV INC COM 45783Q100 2080 49430 SH SOLE 0 0 0 49430 ISHARES TR EAFE VALUE ETF 464288877 218 4326 SH SOLE 0 0 0 4326 ISHARES TR EAFE GRWTH ETF 464288885 234 2120 SH SOLE 0 0 0 2120 ISHARES TR MSCI EMG MKT ETF 464287234 1475 30191 SH SOLE 0 0 0 30191 ISHARES TR MSCI EAFE ETF 464287465 8756 111282 SH SOLE 0 0 0 111282 ISHARES TR CORE S&P SCP ETF 464287804 15144 132252 SH SOLE 0 0 0 132252 ISHARES TR CORE S&P500 ETF 464287200 22605 47391 SH SOLE 0 0 0 47391 ISHARES TR RUS 1000 VAL ETF 464287598 490 2917 SH SOLE 0 0 0 2917 ISHARES TR RUS 1000 GRW ETF 464287614 320 1048 SH SOLE 0 0 0 1048 ISHARES TR CRE U S REIT ETF 464288521 9960 147365 SH SOLE 0 0 0 147365 JOHNSON & JOHNSON COM 478160104 285 1665 SH SOLE 0 0 0 1665 JPMORGAN CHASE & CO COM 46625H100 651 4114 SH SOLE 0 0 0 4114 LAKELAND FINL CORP COM 511656100 1943 24248 SH SOLE 0 0 0 24248 LARIMAR THERAPEUTICS INC COM 517125100 1314 121818 SH SOLE 0 0 0 121818 LILLY ELI & CO COM 532457108 4071 14739 SH SOLE 0 0 0 14739 LOWES COS INC COM 548661107 236 913 SH SOLE 0 0 0 913 MARKEL CORP COM 570535104 1204 976 SH SOLE 0 0 0 976 MEDTRONIC PLC SHS G5960L103 522 5044 SH SOLE 0 0 0 5044 META PLATFORMS INC CL A 30303M102 223 664 SH SOLE 0 0 0 664 MICROSOFT CORP COM 594918104 1508 4485 SH SOLE 0 0 0 4485 NETFLIX INC COM 64110L106 263 436 SH SOLE 0 0 0 436 NVIDIA CORPORATION COM 67066G104 230 781 SH SOLE 0 0 0 781 PEPSICO INC COM 713448108 203 1167 SH SOLE 0 0 0 1167 PROCTER AND GAMBLE CO COM 742718109 255 1561 SH SOLE 0 0 0 1561 SALESFORCE COM INC COM 79466L302 244 962 SH SOLE 0 0 0 962 SIRIUS XM HOLDINGS INC COM 82968B103 299 47028 SH SOLE 0 0 0 47028 SIRIUSPOINT LTD COM G8192H106 302 37150 SH SOLE 0 0 0 37150 SPDR S&P 500 ETF TR TR UNIT 78462F103 14517 30564 SH SOLE 0 0 0 30564 STERIS PLC SHS USD G8473T100 1638 6729 SH SOLE 0 0 0 6729 TESLA INC COM 88160R101 726 687 SH SOLE 0 0 0 687 UNITEDHEALTH GROUP INC COM 91324P102 218 434 SH SOLE 0 0 0 434 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3997 16553 SH SOLE 0 0 0 16553 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5227 45054 SH SOLE 0 0 0 45054 VANGUARD INDEX FDS SMALL CP ETF 922908751 5967 26400 SH SOLE 0 0 0 26400 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 346 793 SH SOLE 0 0 0 793 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 392 6393 SH SOLE 0 0 0 6393 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 372 7517 SH SOLE 0 0 0 7517 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 397 1814 SH SOLE 0 0 0 1814 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 24310 476112 SH SOLE 0 0 0 476112 VAXART INC COM NEW 92243A200 75 12000 SH SOLE 0 0 0 12000 VISA INC COM CL A 92826C839 638 2945 SH SOLE 0 0 0 2945