0001765380-22-000155.txt : 20221109
0001765380-22-000155.hdr.sgml : 20221109
20221109135934
ACCESSION NUMBER: 0001765380-22-000155
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221109
DATE AS OF CHANGE: 20221109
EFFECTIVENESS DATE: 20221109
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: 221371727
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
09-30-2022
09-30-2022
Fi3 FINANCIAL ADVISORS, LLC
10401 N. MERIDIAN STREET
SUITE 205
INDIANAPOLIS
IN
46290
13F HOLDINGS REPORT
028-21253
N
Andy Warning
Compliance Consultant
513-832-5463
Andy Warning
Cincinnati
OH
11-09-2022
0
49
109811
false
INFORMATION TABLE
2
fi3q313f2022.xml
FI3Q3202213F
ABBOTT LABS
COM
002824100
284
2932
SH
SOLE
0
0
0
2932
ABBVIE INC
COM
00287Y109
280
2087
SH
SOLE
0
0
0
2087
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
229
891
SH
SOLE
0
0
0
891
ALPHABET INC
CAP STK CL A
02079K305
708
7402
SH
SOLE
0
0
0
7402
ALPHABET INC
CAP STK CL C
02079K107
248
2580
SH
SOLE
0
0
0
2580
AMAZON COM INC
COM
023135106
1327
11743
SH
SOLE
0
0
0
11743
APPLE INC
COM
037833100
4764
34474
SH
SOLE
0
0
0
34474
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
361
1351
SH
SOLE
0
0
0
1351
COSTCO WHSL CORP NEW
COM
22160K105
206
435
SH
SOLE
0
0
0
435
EXXON MOBIL CORP
COM
30231G102
221
2527
SH
SOLE
0
0
0
2527
HILLENBRAND INC
COM
431571108
7695
209556
SH
SOLE
0
0
0
209556
HOME DEPOT INC
COM
437076102
276
999
SH
SOLE
0
0
0
999
ISHARES INC
CORE MSCI EMKT
46434G103
693
16116
SH
SOLE
0
0
0
16116
ISHARES TR
MSCI EAFE ETF
464287465
5964
106482
SH
SOLE
0
0
0
106482
ISHARES TR
CORE S&P SCP ETF
464287804
12264
140653
SH
SOLE
0
0
0
140653
ISHARES TR
CORE S&P500 ETF
464287200
16155
45044
SH
SOLE
0
0
0
45044
ISHARES TR
RUS 1000 ETF
464287622
429
2172
SH
SOLE
0
0
0
2172
ISHARES TR
RUS 1000 VAL ETF
464287598
324
2384
SH
SOLE
0
0
0
2384
ISHARES TR
NATIONAL MUN ETF
464288414
528
5150
SH
SOLE
0
0
0
5150
ISHARES TR
CRE U S REIT ETF
464288521
845
17798
SH
SOLE
0
0
0
17798
ISHARES TR
MSCI EMG MKT ETF
464287234
248
7116
SH
SOLE
0
0
0
7116
JOHNSON & JOHNSON
COM
478160104
327
2002
SH
SOLE
0
0
0
2002
JPMORGAN CHASE & CO
COM
46625H100
471
4509
SH
SOLE
0
0
0
4509
LAKELAND FINL CORP
COM
511656100
1688
23183
SH
SOLE
0
0
0
23183
LARIMAR THERAPEUTICS INC
COM
517125100
319
99570
SH
SOLE
0
0
0
99570
LILLY ELI & CO
COM
532457108
4744
14670
SH
SOLE
0
0
0
14670
MANHATTAN BRDG CAP INC
COM
562803106
238
42111
SH
SOLE
0
0
0
42111
MARKEL CORP
COM
570535104
1059
977
SH
SOLE
0
0
0
977
MEDTRONIC PLC
SHS
G5960L103
445
5513
SH
SOLE
0
0
0
5513
META PLATFORMS INC
CL A
30303M102
209
1541
SH
SOLE
0
0
0
1541
MICROSOFT CORP
COM
594918104
1215
5218
SH
SOLE
0
0
0
5218
PEPSICO INC
COM
713448108
228
1398
SH
SOLE
0
0
0
1398
PROCTER AND GAMBLE CO
COM
742718109
318
2522
SH
SOLE
0
0
0
2522
SIRIUS XM HOLDINGS INC
COM
82968B103
264
46255
SH
SOLE
0
0
0
46255
SIRIUSPOINT LTD
COM
G8192H106
184
37150
SH
SOLE
0
0
0
37150
SPDR S&P 500 ETF TR
TR UNIT
78462F103
12066
33782
SH
SOLE
0
0
0
33782
STERIS PLC
SHS USD
G8473T100
1121
6741
SH
SOLE
0
0
0
6741
TESLA INC
COM
88160R101
614
2315
SH
SOLE
0
0
0
2315
UNITEDHEALTH GROUP INC
COM
91324P102
274
543
SH
SOLE
0
0
0
543
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
871
5392
SH
SOLE
0
0
0
5392
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1230
3747
SH
SOLE
0
0
0
3747
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2417
13465
SH
SOLE
0
0
0
13465
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1363
16997
SH
SOLE
0
0
0
16997
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5108
29884
SH
SOLE
0
0
0
29884
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
256
5764
SH
SOLE
0
0
0
5764
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1241
34016
SH
SOLE
0
0
0
34016
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
16917
465252
SH
SOLE
0
0
0
465252
VAXART INC
COM NEW
92243A200
26
12000
SH
SOLE
0
0
0
12000
VISA INC
COM CL A
92826C839
549
3089
SH
SOLE
0
0
0
3089