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 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