Instuitional Investor - Fsm Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Fsm Wealth Advisors, Llc |
| Portfolio Value | $444,778,372 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 595,459 | $30,279,073 | 6.81% | |
| 2. | Pimco Etf Trust | 294,962 | $27,275,182 | 6.13% | |
| 3. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 566,825 | $27,145,247 | 6.1% | |
| 4. | J P Morgan Exchange Traded F - ACTIVE VALUE ETF | 368,658 | $23,424,522 | 5.27% | |
| 5. | Vanguard Index Fds | 71,996 | $19,787,256 | 4.45% |
