Instuitional Investor - Fma Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Fma Wealth Management, Llc |
| Portfolio Value | $154,275,943 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 260,257 | $16,258,243 | 10.54% | |
| 2. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 308,915 | $14,627,122 | 9.48% | |
| 3. | IEF | 27,363 | $12,950,834 | 8.39% | |
| 4. | J P Morgan Exchange Traded F - INCOME ETF | 272,585 | $12,617,959 | 8.18% | |
| 5. | J P Morgan Exchange Traded F | 236,156 | $12,360,088 | 8.01% |
Hedge Fund Resource Center 
