Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $135,141,843 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 257,459 | $14,677,710 | 10.86% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 299,205 | $14,080,581 | 10.42% | |
| 3. | IEF | 29,302 | $12,440,981 | 9.21% | |
| 4. | J P Morgan Exchange Traded F | 232,824 | $12,160,395 | 9% | |
| 5. | J P Morgan Exchange Traded F - INCOME ETF | 262,258 | $12,147,807 | 8.99% |
