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  Name: Fi3 FINANCIAL ADVISORS LLC
  City: Indianapolis
  State: IN
  Zip: 46290
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $209,875,000
  Total Value Change : $23,938,000
  Securities Held Change : 3
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 5
  Decreased Positions : 48

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 15 New $48.06 $3,042,000 64,052 1.45% 3,042,000 64,052 0.003    N/A
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... 32 New $0.00 $692,000 27,984 0.33% 692,000 27,984 0.013    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 54 New $182.08 $277,000 1,912 0.13% 277,000 1,912 0    Communication Equipment
   (INTC)1 Year Chart         INTC Intel Corp 67 New $29.85 $216,000 4,299 0.1% 216,000 4,299 0    Semiconductor- Broad...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 68 New $200.92 $211,000 1,211 0.1% 211,000 1,211 0.001    N/A

      5 Records Found
  1    
Page 1 of 1
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