$879 Million is the total value of FAS Wealth Partners, Inc.'s 339 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 108.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MOAT | Exit | VANECK VECTORS ETF TRmorningstar wide | $0 | – | -28 | -100.0% | 0.00% | – |
| JPMB | Exit | J P MORGAN EXCHANGE-TRADED Fusd emrng mkt | $0 | – | -7 | -100.0% | 0.00% | – |
| QEMM | Exit | SPDR INDEX SHS FDSmsci emrg mkts | $0 | – | -10 | -100.0% | 0.00% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -6 | -100.0% | 0.00% | – |
| HEXO | Exit | HEXO CORP | $0 | – | -10,526 | -100.0% | -0.00% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -149 | -100.0% | -0.00% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -9 | -100.0% | -0.00% | – |
| KORP | Exit | AMERICAN CENTY ETF TRdiversifid crp | $0 | – | -229 | -100.0% | -0.00% | – |
| VIOG | Exit | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $0 | – | -200 | -100.0% | -0.00% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -1,579 | -100.0% | -0.01% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -3,988 | -100.0% | -0.01% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $0 | – | -5,321 | -100.0% | -0.03% | – |
| UN | Exit | UNILEVER N V | $0 | – | -14,225 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total Stock Market | 40 | Q3 2023 | 17.0% |
| VANGUARD SPECIALIZED PORTFOL | 40 | Q3 2023 | 2.0% |
| IShares Tr Dow Jones Select Div Index | 40 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 1.1% |
| ISHARES TR | 40 | Q3 2023 | 1.4% |
| MICROSOFT CORP | 40 | Q3 2023 | 1.5% |
| Chevron Corporation | 40 | Q3 2023 | 0.8% |
| INTEL CORP | 40 | Q3 2023 | 0.7% |
| PROCTER & GAMBLE CO | 40 | Q3 2023 | 0.7% |
| Coca-Cola Company | 40 | Q3 2023 | 1.9% |
View FAS Wealth Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-11 |
View FAS Wealth Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.