| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TRUST RUS 1000 GRW ETF | 18 | Q1 2024 | 24.4% |
| ISHARES TRUST RUS 1000 VAL ETF | 18 | Q1 2024 | 24.1% |
| VANGUARD TAX-MANAGED FDS | 18 | Q1 2024 | 12.1% |
| ISHARES TRUST RUS MD CP GR ETF | 18 | Q1 2024 | 7.2% |
| ISHARES TRUST RUS MDCP VAL ETF | 18 | Q1 2024 | 6.5% |
| ISHARES TRUST RUS 2000 GRW ETF | 18 | Q1 2024 | 4.4% |
| ISHARES TRUST RUS 2000 VAL ETF | 18 | Q1 2024 | 4.5% |
| ISHARES TRUST CORE MSCI TOTAL ETF | 18 | Q1 2024 | 3.9% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q1 2024 | 4.0% |
| TESLA INC COM | 18 | Q1 2024 | 8.7% |
View FSA Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View FSA Wealth Management LLC'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.