Instuitional Investor - Fsm Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Fsm Wealth Advisors, Llc |
| Portfolio Value | $614,899,541 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 669,596 | $32,435,240 | 5.27% | |
| 2. | Pimco Etf Trust | 352,973 | $32,201,732 | 5.24% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 591,934 | $30,079,104 | 4.89% | |
| 4. | J P Morgan Exchange Traded F - ACTIVE VALUE ETF | 425,087 | $28,153,536 | 4.58% | |
| 5. | Vanguard Index Fds | 86,083 | $26,306,973 | 4.28% |
