Fedenia Advisers LLC
CIK 2023168 · Holdings on Dec 31, 2024 · First reported Jan 31, 2025
Top ten holdings
Q4 2024- VOO7.77%
- IUSB6.85%
- MUB3.96%
- VEA3.95%
- BITB3.40%
- AAPL2.85%
- IBIT2.79%
- MSFT2.04%
- MBB2.00%
- IVV1.99%
Share classes counted separately37.60%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $13.25M | 7.77% | 24.58K shares | Prior unavailable — | — | ↗▾ |
| 02 | IUSBISHR CR UNVRSE USD BD ETF-UIETF View history and evidence | $11.68M | 6.85% | 258.37K shares | Prior unavailable — | — | ↗▾ |
| 03 | MUBISHARES NATIONAL MUNI BOND EETF View history and evidence | $6.75M | 3.96% | 63.38K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $6.73M | 3.95% | 140.83K shares | Prior unavailable — | — | ↗▾ |
| 05 | BITBBITWISE BITCOIN ETFETF View history and evidence | $5.80M | 3.40% | 113.98K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INCStock View history and evidence | $4.85M | 2.85% | 19.38K shares | Prior unavailable — | — | ↗▾ |
| 07 | IBITISHARES BITCOIN TRUST ETFETF View history and evidence | $4.77M | 2.79% | 89.83K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORPStock View history and evidence | $3.49M | 2.04% | 8.27K shares | Prior unavailable — | — | ↗▾ |
| 09 | MBBISHARES MBS ETFETF View history and evidence | $3.40M | 2.00% | 37.13K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $3.39M | 1.99% | 5.77K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2023168 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Jan 31, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 170538161
}Research all 459 reported holdings.
This page includes 30 of 459 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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{"cik":"2023168","quarter":"2024Q4","page_size":100}
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.