Fedenia Advisers LLC 13F Holdings
CIK 02824702 · MADISON, WI
As of Mar 31, 2025, Fedenia Advisers LLC reported 114 positions worth
CIK 02824702 · MADISON, WI
As of Mar 31, 2025, Fedenia Advisers LLC reported 114 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 238,018 | $23.5M | 15.30% |
| VANGUARD 500 INDEX FUND | VOO | — | 25,533 | 3.1M | 8.53% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 245,136 | 1.3M | 7.34% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 145,506 | $7.4M | 4.81% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 68,465 | $7.2M | 4.69% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 91,397 | $4.3M | 2.78% |
| APPLE INC | AAPL | Technology | 18,328 | $4.1M | 2.65% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 67,874 | $3.3M | 2.15% |
| MICROSOFT CORP | MSFT | Technology | 8,461 | $3.2M | 2.06% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 40,127 | $3.1M | 2.04% |
| ISHARES MBS ETF | MBB | — | 32,259 | $3.0M | 1.97% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 27,559 | $2.9M | 1.86% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 61,225 | $2.8M | 1.80% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,862 | $2.7M | 1.78% |
| AMAZON.COM INC | AMZN | Equity | 13,186 | $2.5M | 1.63% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 42,711 | $2.2M | 1.45% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 11,012 | .9M | 1.23% |
| CENTRAL FUND OF CANADA LTD | CEF | — | 62,255 | .8M | 1.15% |
| VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND | VMBS | — | 33,917 | .6M | 1.02% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 21,601 | .5M | 0.99% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 19,628 | .5M | 0.98% |
| NVIDIA CORP | NVDA | Technology | 13,832 | .5M | 0.97% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,200 | .5M | 0.96% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 7,866 | .3M | 0.87% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 14,077 | .3M | 0.85% |