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. | IEF | 34,394 | $13,811,857 | 10.27% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 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. | IEF | 60,480 | $11,196,711 | 8.33% |
