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Bradley Larson

Fdx Advisors, Inc.

Assets Managed
$313.229M
Holdings
183
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
59.75%(2Q avg: 9.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fdx Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Fdx Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 313.229M in assets, with a quarterly growth rate of 59.75% and a 2-quarter average growth rate of 9.25%. The portfolio is managed by Bradley Larson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Decreased -11.55%
4.86%
$15.22M
206,679 shares@ $73.65 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
New Position
4.77%
$14.92M
178,535 shares@ $83.57 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 4.32%
4.61%
$14.426M
542,117 shares@ $26.62 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
4.34%
$13.569M
194,533 shares@ $69.76 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -3.57%
4.2%
$13.15M
61,543 shares@ $213.68 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -2.36%
4.05%
$12.685M
29,748 shares@ $426.42 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 3.02%
3.58%
$11.197M
117,929 shares@ $94.95 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.37%
2.64%
$8.243M
83,040 shares@ $99.27 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -14.68%
2.5%
$7.8M
11,941 shares@ $653.22 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
2.36%
$7.372M
75,295 shares@ $97.91 avg price

1-10 of 183