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Home > Institutional Investor > Fsa Investment Group, Llc > Profile

Instuitional Investor - Fsa Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Fsa Investment Group, Llc
Portfolio Value $135,043,817
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,664,331 $89,556,246 66.32%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 163,271 $29,672,872 21.97%
3.
Schwab Strategic Trust
 FNDF 120,927 $3,226,332 2.39%
4.
Vanguard Scottsdale Funds
 9,255 $2,524,382 1.87%
5.
Ishares Trust
 IEF 17,497 $1,735,733 1.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)