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Home > Institutional Investor > Fsa Wealth Management Llc > 13F Holdings

Instuitional Investor - Fsa Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 146,326 $68,540,379 25.07%
2.
Ishares Trust
 IEF 267,641 $54,489,012 19.93%
3.
Vanguard Ftse Developed Markets Etf
 429,444 $25,732,260 9.41%
4.
Ishares Trust
 IEF 129,327 $18,417,400 6.74%
5.
Ishares Trust
 IEF 110,693 $15,460,530 5.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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