Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $156,164,658 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 253,441 | $18,057,670 | 11.56% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 308,677 | $14,489,303 | 9.28% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 272,348 | $12,541,611 | 8.03% | |
| 4. | J P Morgan Exchange Traded F | 233,539 | $12,188,383 | 7.8% | |
| 5. | IEF | 94,136 | $11,688,828 | 7.48% |
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