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Home > Institutional Investor > Fma Wealth Management, Llc > Profile

Instuitional Investor - Fma Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Fma Wealth Management, Llc
Portfolio Value $109,720,910
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 240,499 $11,519,983 10.49%
2.
Vanguard Bond Index Funds
 BND 148,931 $11,470,850 10.45%
3.
Ishares Trust
 IEF 36,251 $10,988,001 10.01%
4.
Ishares Trust
 IEF 61,015 $10,082,737 9.18%
5.
J P Morgan Exchange Traded F
 197,134 $9,281,758 8.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)