Instuitional Investor - Fsm Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Fsm Wealth Advisors, Llc |
| Portfolio Value | $731,123,749 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - INTL BD OPP ETF | 916,928 | $44,654,394 | 6.11% | |
| 2. | Pimco Etf Trust | 420,342 | $39,125,400 | 5.35% | |
| 3. | J P Morgan Exchange Traded F - ACTIVE VALUE ETF | 471,363 | $33,806,156 | 4.62% | |
| 4. | Vanguard Index Fds | 94,748 | $31,766,219 | 4.34% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHT MUNCPL | 615,055 | $31,330,909 | 4.29% |