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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 $210,736
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 158,957 $48,191 22.86%
2.
Ishares Trust
 IEF 241,966 $39,985 18.97%
3.
Vanguard Tax-Managed Fds
 465,298 $22,288 10.57%
4.
Ishares Trust
 IEF 136,592 $14,268 6.77%
5.
Ishares Trust
 IEF 110,050 $12,798 6.07%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)