Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FDx Advisors, Inc. (CIK 1566601) reported $313.2M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($15.2M, 4.86%), IDEV ($14.9M, 4.76%), SCHP ($14.4M, 4.61%), IEMG ($13.6M, 4.33%), IWD ($13.2M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $15.2M | 4.86% | 206,679 | Trimmed |
| 2 | IDEV | ISHARES TR CORE MSCI INTL | $14.9M | 4.76% | 178,535 | New |
| 3 | SCHP | SCHWAB STRATEGIC TR US TIPS ETF | $14.4M | 4.61% | 542,117 | Added |
| 4 | IEMG | ISHARES INC CORE MSCI EMKT | $13.6M | 4.33% | 194,533 | New |
| 5 | IWD | ISHARES TR RUS 1000 VAL ETF | $13.2M | 4.20% | 61,543 | Trimmed |
| 6 | IWF | ISHARES TR RUS 1000 GRW ETF | $12.7M | 4.05% | 29,748 | Trimmed |
| 7 | MBB | ISHARES TR MBS ETF | $11.2M | 3.57% | 117,929 | Added |
| 8 | AGG | ISHARES TR CORE US AGGBD ET | $8.2M | 2.63% | 83,040 | Trimmed |
| 9 | IVV | ISHARES TR CORE S P500 ETF | $7.8M | 2.49% | 11,941 | Trimmed |
| 10 | SPYG | SPDR SERIES TRUST STATE STREET SPD | $7.4M | 2.35% | 75,295 | New |
| 11 | IJR | ISHARES TR CORE S P SCP ETF | $6.1M | 1.94% | 48,990 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS STATE STREET SPD | $5.9M | 1.88% | 129,267 | New |
| 13 | SPIB | SPDR SERIES TRUST STATE STREET SPD | $5.7M | 1.83% | 171,063 | New |
| 14 | MGC | VANGUARD WORLD FD MEGA CAP INDEX | $5.6M | 1.77% | 23,506 | Trimmed |
| 15 | VUG | VANGUARD INDEX FDS GROWTH ETF | $5.0M | 1.61% | 11,557 | Added |
| 16 | IWR | ISHARES TR RUS MID CAP ETF | $4.9M | 1.57% | 50,582 | Trimmed |
| 17 | IEFA | ISHARES TR CORE MSCI EAFE | $4.8M | 1.53% | 52,782 | New |
| 18 | IAU | ISHARES GOLD TR ISHARES NEW | $4.8M | 1.53% | 54,486 | Trimmed |
| 19 | IGIB | ISHARES TR ISHS 5 10YR INVT | $4.5M | 1.42% | 83,704 | Trimmed |
| 20 | CMDY | ISHARES U S ETF TR BLOOMBERG ROLL | $4.4M | 1.40% | 73,861 | New |
| 21 | JMBS | JANUS DETROIT STR TR HENDERSON MTG | $4.4M | 1.39% | 96,493 | New |
| 22 | NVDA | NVIDIA CORPORATION COM | $4.2M | 1.34% | 24,096 | New |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F US QUALTY FCTR | $3.9M | 1.24% | 63,242 | New |
| 24 | SDY | SPDR SERIES TRUST STATE STREET SPD | $3.6M | 1.14% | 24,530 | New |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF | $3.5M | 1.12% | 24,070 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31