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Home > Institutional Investor > Fsa Wealth Management Llc > Profile

Instuitional Investor - Fsa Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Fsa Wealth Management Llc
Portfolio Value $246,350,373
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 149,686 $60,110,927 24.4%
2.
Ishares Trust
 IEF 253,893 $47,003,194 19.07%
3.
Vanguard Tax-Managed Fds
 505,794 $24,187,051 9.81%
4.
Ishares Trust
 IEF 136,225 $17,266,504 7%
5.
Ishares Trust
 IEF 115,077 $14,884,020 6.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)