Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $130,178,611 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 287,965 | $13,600,582 | 10.45% | |
| 2. | Vanguard Tax-Managed Fds | 254,428 | $12,993,626 | 9.98% | |
| 3. | IEF | 31,717 | $12,515,663 | 9.61% | |
| 4. | J P Morgan Exchange Traded F | 230,299 | $11,991,680 | 9.21% | |
| 5. | IEF | 59,405 | $11,546,475 | 8.87% |
