Institutional Fund
Fdx Advisors, Inc.
Berwyn, PACIK 15666015 filings on record
Portfolio Value
$313.2K
Q1 2026
Holdings
183
Reported positions
New Buys
99
Opened this quarter
QoQ Change
+59.7%
from $196.1K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds4.9%
- Ishares Tr4.8%
- Schwab Strategic Tr4.6%
- Ishares Inc4.3%
- Ishares Tr4.2%
- Ishares Tr4.0%
- Other73.2%
Portfolio Holdings
183 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 206.7K | $15.2K | 4.9% | −27.0K | Reduced |
| 2 | Ishares Tr | 178.5K | $14.9K | 4.8% | +178.5K | New |
| 3 | Schwab Strategic Tr | 542.1K | $14.4K | 4.6% | +22.4K | Added |
| 4 | Ishares Inc | 194.5K | $13.6K | 4.3% | +194.5K | New |
| 5 | Ishares Tr | 61.5K | $13.2K | 4.2% | −2.3K | Reduced |
| 6 | Ishares Tr | 29.7K | $12.7K | 4.0% | −721 | Reduced |
| 7 | Ishares Tr | 117.9K | $11.2K | 3.6% | +3.4K | Added |
| 8 | Ishares Tr | 83.0K | $8.2K | 2.6% | −1.2K | Reduced |
| 9 | Ishares Tr | 11.9K | $7.8K | 2.5% | −2.1K | Reduced |
| 10 | Spdr Series Trust | 75.3K | $7.4K | 2.4% | +75.3K | New |
173 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio