Instuitional Investor - Fsm Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Fsm Wealth Advisors, Llc |
| Portfolio Value | $939,004,467 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 1,379,133 | $66,681,078 | 7.1% | |
| 2. | MINT | 583,033 | $53,761,456 | 5.73% | |
| 3. | J P Morgan Exchange Traded F - ACTIVE VALUE ETF | 550,530 | $43,717,611 | 4.66% | |
| 4. | Vanguard Index Fds | 111,306 | $41,187,792 | 4.39% | |
| 5. | SCHD | 1,413,552 | $39,155,385 | 4.17% |