Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $150,336,742 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 260,071 | $16,665,357 | 11.09% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 311,725 | $14,676,036 | 9.76% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 275,341 | $12,684,950 | 8.44% | |
| 4. | J P Morgan Exchange Traded F | 237,701 | $12,405,606 | 8.25% | |
| 5. | IEF | 49,753 | $10,630,661 | 7.07% |
Hedge Fund Resource Center 
