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Home > Institutional Investor > Fsa Wealth Management Llc > Profile

Instuitional Investor - Fsa Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fsa Wealth Management Llc
Portfolio Value $235,616,868
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,714 $54,060,092 22.94%
2.
Ishares Trust
 IEF 261,033 $49,115,879 20.85%
3.
Vanguard Ftse Developed Markets Etf
 465,840 $23,678,661 10.05%
4.
Ishares Trust
 IEF 134,270 $15,775,406 6.7%
5.
Ishares Trust
 IEF 114,284 $14,396,315 6.11%
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)