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Home > Institutional Investor > Fma Wealth Management, Llc > Profile

Instuitional Investor - Fma Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Fma Wealth Management, Llc
Portfolio Value $134,366,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 34,394 $13,811,857 10.27%
2.
J P Morgan Exchange Traded F
 286,149 $13,182,893 9.81%
3.
Vanguard Tax-Managed Fds
 257,187 $12,298,670 9.15%
4.
J P Morgan Exchange Traded F
 229,938 $11,846,421 8.81%
5.
Ishares Trust
 IEF 60,480 $11,196,711 8.33%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)