Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $145,703,766 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 257,198 | $15,411,294 | 10.58% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 308,522 | $14,670,229 | 10.07% | |
| 3. | IEF | 28,869 | $13,522,447 | 9.28% | |
| 4. | J P Morgan Exchange Traded F - INCOME ETF | 271,302 | $12,591,141 | 8.64% | |
| 5. | J P Morgan Exchange Traded F | 236,751 | $12,423,502 | 8.53% |
Hedge Fund Resource Center 
