0001765380-22-000050.txt : 20220502 0001765380-22-000050.hdr.sgml : 20220502 20220502145214 ACCESSION NUMBER: 0001765380-22-000050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22881360 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 true false 0001862427 XXXXXXXX 03-31-2022 03-31-2022 Fi3 FINANCIAL ADVISORS, LLC

10401 N. MERIDIAN STREET SUITE 205 INDIANAPOLIS IN 46290

13F HOLDINGS REPORT 028-21253 N Andy Warning 5138325463 Andy Warning Cincinnati OH 05-02-2022 0 50 128683 false INFORMATION TABLE 2 1q2022fithreefinancial13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 274 814 SH SOLE 0 0 0 814 ALPHABET INC CAP STK CL A 02079K305 898 323 SH SOLE 0 0 0 323 ALPHABET INC CAP STK CL C 02079K107 360 129 SH SOLE 0 0 0 129 AMAZON COM INC COM 023135106 1757 539 SH SOLE 0 0 0 539 APPLE INC COM 037833100 3878 22209 SH SOLE 0 0 0 22209 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 481 1363 SH SOLE 0 0 0 1363 BOEING CO COM 097023105 204 1063 SH SOLE 0 0 0 1063 COSTCO WHSL CORP NEW COM 22160K105 239 415 SH SOLE 0 0 0 415 DISNEY WALT CO COM 254687106 245 1783 SH SOLE 0 0 0 1783 HILLENBRAND INC COM 431571108 9132 206755 SH SOLE 0 0 0 206755 HOME DEPOT INC COM 437076102 301 1006 SH SOLE 0 0 0 1006 INOTIV INC COM 45783Q100 1294 49430 SH SOLE 0 0 0 49430 ISHARES TR EAFE VALUE ETF 464288877 217 4326 SH SOLE 0 0 0 4326 ISHARES TR EAFE GRWTH ETF 464288885 204 2120 SH SOLE 0 0 0 2120 ISHARES TR MSCI EMG MKT ETF 464287234 381 8444 SH SOLE 0 0 0 8444 ISHARES TR MSCI EAFE ETF 464287465 7065 95995 SH SOLE 0 0 0 95995 ISHARES TR CORE S&P SCP ETF 464287804 14185 131492 SH SOLE 0 0 0 131492 ISHARES TR CORE S&P500 ETF 464287200 21149 46615 SH SOLE 0 0 0 46615 ISHARES TR RUS 1000 VAL ETF 464287598 484 2917 SH SOLE 0 0 0 2917 ISHARES TR RUS 1000 GRW ETF 464287614 422 1520 SH SOLE 0 0 0 1520 ISHARES TR CRE U S REIT ETF 464288521 1651 25542 SH SOLE 0 0 0 25542 JOHNSON & JOHNSON COM 478160104 323 1822 SH SOLE 0 0 0 1822 JPMORGAN CHASE & CO COM 46625H100 571 4187 SH SOLE 0 0 0 4187 LAKELAND FINL CORP COM 511656100 1826 25020 SH SOLE 0 0 0 25020 LARIMAR THERAPEUTICS INC COM 517125100 493 121818 SH SOLE 0 0 0 121818 LILLY ELI & CO COM 532457108 4216 14724 SH SOLE 0 0 0 14724 LOWES COS INC COM 548661107 201 994 SH SOLE 0 0 0 994 MARKEL CORP COM 570535104 1432 971 SH SOLE 0 0 0 971 MEDTRONIC PLC SHS G5960L103 582 5249 SH SOLE 0 0 0 5249 MICROSOFT CORP COM 594918104 1351 4382 SH SOLE 0 0 0 4382 NVIDIA CORPORATION COM 67066G104 291 1066 SH SOLE 0 0 0 1066 PROCTER AND GAMBLE CO COM 742718109 231 1515 SH SOLE 0 0 0 1515 SALESFORCE COM INC COM 79466L302 231 1086 SH SOLE 0 0 0 1086 SIRIUS XM HOLDINGS INC COM 82968B103 309 46662 SH SOLE 0 0 0 46662 SIRIUSPOINT LTD COM G8192H106 278 37150 SH SOLE 0 0 0 37150 SPDR S&P 500 ETF TR TR UNIT 78462F103 14359 31794 SH SOLE 0 0 0 31794 STERIS PLC SHS USD G8473T100 1627 6729 SH SOLE 0 0 0 6729 TESLA INC COM 88160R101 768 713 SH SOLE 0 0 0 713 UNITEDHEALTH GROUP INC COM 91324P102 231 452 SH SOLE 0 0 0 452 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2733 12002 SH SOLE 0 0 0 12002 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1943 17932 SH SOLE 0 0 0 17932 VANGUARD INDEX FDS SMALL CP ETF 922908751 6418 30200 SH SOLE 0 0 0 30200 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 329 793 SH SOLE 0 0 0 793 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 358 6223 SH SOLE 0 0 0 6223 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 355 7704 SH SOLE 0 0 0 7704 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 376 1814 SH SOLE 0 0 0 1814 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 21106 439433 SH SOLE 0 0 0 439433 VAXART INC COM NEW 92243A200 60 12000 SH SOLE 0 0 0 12000 VISA INC COM CL A 92826C839 643 2901 SH SOLE 0 0 0 2901 WALMART INC COM 931142103 221 1482 SH SOLE 0 0 0 1482