142 is the total number of securities FSA Advisors, Inc. has owned. The longest FSA Advisors, Inc. has owned a single stock is 3 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VOO | VANGUARD INDEX FDS | 3 | 3 | 9.93% | 10.34% | 11.10% | Q4 2023 | Q2 2024 | 3 |
VEA | VANGUARD TAX-MANAGED FDS | 3 | 3 | 4.99% | 5.52% | 6.15% | Q4 2023 | Q2 2024 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 3.57% | 3.66% | 3.75% | Q4 2023 | Q2 2024 | 3 |
VTI | VANGUARD INDEX FDS | 3 | 3 | 2.12% | 2.24% | 2.44% | Q4 2023 | Q2 2024 | 3 |
PJAN | INNOVATOR ETFS TRUST | 3 | 3 | 1.86% | 1.95% | 2.11% | Q4 2023 | Q2 2024 | 3 |
BJUL | INNOVATOR ETFS TRUST | 3 | 3 | 1.75% | 1.82% | 1.88% | Q4 2023 | Q2 2024 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 1.73% | 1.80% | 1.88% | Q4 2023 | Q2 2024 | 3 |
BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 1.70% | 1.78% | 1.87% | Q4 2023 | Q2 2024 | 3 |
QQQ | INVESCO QQQ TR | 3 | 3 | 1.63% | 1.76% | 1.90% | Q4 2023 | Q2 2024 | 3 |
BOCT | INNOVATOR ETFS TRUST | 3 | 3 | 1.60% | 1.66% | 1.78% | Q4 2023 | Q2 2024 | 3 |
AAPL | APPLE INC | 3 | 3 | 1.52% | 1.65% | 1.84% | Q4 2023 | Q2 2024 | 3 |
BJAN | INNOVATOR ETFS TRUST | 3 | 3 | 1.57% | 1.63% | 1.73% | Q4 2023 | Q2 2024 | 3 |
SPY | SPDR S&P 500 ETF TR | 3 | 3 | 1.29% | 1.39% | 1.50% | Q4 2023 | Q2 2024 | 3 |
VXF | VANGUARD INDEX FDS | 3 | 3 | 1.18% | 1.35% | 1.57% | Q4 2023 | Q2 2024 | 3 |
BSEP | INNOVATOR ETFS TRUST | 3 | 3 | 1.30% | 1.34% | 1.40% | Q4 2023 | Q2 2024 | 3 |
BSV | VANGUARD BD INDEX FDS | 3 | 3 | 1.19% | 1.30% | 1.46% | Q4 2023 | Q2 2024 | 3 |
DGRW | WISDOMTREE TR | 3 | 3 | 1.09% | 1.29% | 1.41% | Q4 2023 | Q2 2024 | 3 |
PFEB | INNOVATOR ETFS TRUST | 3 | 3 | 1.22% | 1.28% | 1.32% | Q4 2023 | Q2 2024 | 3 |
SCHG | SCHWAB STRATEGIC TR | 3 | 3 | 1.05% | 1.19% | 1.27% | Q4 2023 | Q2 2024 | 3 |
PAUG | INNOVATOR ETFS TRUST | 3 | 3 | 1.10% | 1.18% | 1.35% | Q4 2023 | Q2 2024 | 3 |
BFEB | INNOVATOR ETFS TRUST | 3 | 3 | 1.13% | 1.17% | 1.24% | Q4 2023 | Q2 2024 | 3 |
SPLG | SPDR SER TR | 3 | 3 | 1.11% | 1.17% | 1.27% | Q4 2023 | Q2 2024 | 3 |
BND | VANGUARD BD INDEX FDS | 3 | 3 | 0.95% | 1.13% | 1.40% | Q4 2023 | Q2 2024 | 3 |
IQDG | WISDOMTREE TR | 3 | 3 | 0.90% | 1.10% | 1.21% | Q4 2023 | Q2 2024 | 3 |
VXUS | VANGUARD STAR FDS | 3 | 3 | 0.99% | 1.09% | 1.19% | Q4 2023 | Q2 2024 | 3 |
PJUL | INNOVATOR ETFS TRUST | 3 | 3 | 0.96% | 1.07% | 1.20% | Q4 2023 | Q2 2024 | 3 |
BAUG | INNOVATOR ETFS TRUST | 3 | 3 | 1.02% | 1.07% | 1.14% | Q4 2023 | Q2 2024 | 3 |
POCT | INNOVATOR ETFS TRUST | 3 | 3 | 0.93% | 0.97% | 1.05% | Q4 2023 | Q2 2024 | 3 |
KJAN | INNOVATOR ETFS TRUST | 3 | 3 | 0.56% | 0.94% | 1.16% | Q4 2023 | Q2 2024 | 3 |
PAPR | INNOVATOR ETFS TRUST | 3 | 3 | 0.77% | 0.93% | 1.15% | Q4 2023 | Q2 2024 | 3 |
VTV | VANGUARD INDEX FDS | 3 | 3 | 0.85% | 0.91% | 1.01% | Q4 2023 | Q2 2024 | 3 |
DTE | DTE ENERGY CO | 3 | 3 | 0.77% | 0.91% | 1.11% | Q4 2023 | Q2 2024 | 3 |
PSEP | INNOVATOR ETFS TRUST | 3 | 3 | 0.85% | 0.89% | 0.95% | Q4 2023 | Q2 2024 | 3 |
VMBS | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.81% | 0.88% | 0.96% | Q4 2023 | Q2 2024 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 0.76% | 0.83% | 0.92% | Q4 2023 | Q2 2024 | 3 |
PMAR | INNOVATOR ETFS TRUST | 3 | 3 | 0.53% | 0.79% | 0.93% | Q4 2023 | Q2 2024 | 3 |
PDEC | INNOVATOR ETFS TRUST | 3 | 3 | 0.76% | 0.78% | 0.83% | Q4 2023 | Q2 2024 | 3 |
MAR | MARRIOTT INTL INC NEW | 3 | 3 | 0.74% | 0.76% | 0.78% | Q4 2023 | Q2 2024 | 3 |
VTEB | VANGUARD MUN BD FDS | 3 | 3 | 0.69% | 0.75% | 0.84% | Q4 2023 | Q2 2024 | 3 |
BUFR | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.58% | 0.73% | 0.82% | Q4 2023 | Q2 2024 | 3 |
INNOVATOR ETFS TRUST | 3 | 3 | 0.68% | 0.72% | 0.79% | Q4 2023 | Q2 2024 | 3 | |
SCHD | SCHWAB STRATEGIC TR | 3 | 3 | 0.65% | 0.72% | 0.80% | Q4 2023 | Q2 2024 | 3 |
XSOE | WISDOMTREE TR | 3 | 3 | 0.59% | 0.72% | 0.79% | Q4 2023 | Q2 2024 | 3 |
VBK | VANGUARD INDEX FDS | 3 | 3 | 0.61% | 0.66% | 0.74% | Q4 2023 | Q2 2024 | 3 |
BIV | VANGUARD BD INDEX FDS | 3 | 3 | 0.59% | 0.64% | 0.75% | Q4 2023 | Q2 2024 | 3 |
DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 0.61% | 0.63% | 0.66% | Q4 2023 | Q2 2024 | 3 |
JPM | JPMORGAN CHASE & CO. | 3 | 3 | 0.57% | 0.63% | 0.70% | Q4 2023 | Q2 2024 | 3 |
BLV | VANGUARD BD INDEX FDS | 3 | 3 | 0.57% | 0.62% | 0.68% | Q4 2023 | Q2 2024 | 3 |
VCR | VANGUARD WORLD FDS | 3 | 3 | 0.59% | 0.62% | 0.64% | Q4 2023 | Q2 2024 | 3 |
BDEC | INNOVATOR ETFS TRUST | 3 | 3 | 0.58% | 0.59% | 0.61% | Q4 2023 | Q2 2024 | 3 |
AMZN | AMAZON COM INC | 3 | 3 | 0.52% | 0.57% | 0.61% | Q4 2023 | Q2 2024 | 3 |
DON | WISDOMTREE TR | 3 | 3 | 0.44% | 0.57% | 0.64% | Q4 2023 | Q2 2024 | 3 |
ARCC | ARES CAPITAL CORP | 3 | 3 | 0.53% | 0.57% | 0.62% | Q4 2023 | Q2 2024 | 3 |
NJAN | INNOVATOR ETFS TRUST | 3 | 3 | 0.55% | 0.56% | 0.58% | Q4 2023 | Q2 2024 | 3 |
F | FORD MTR CO DEL | 3 | 3 | 0.51% | 0.54% | 0.55% | Q4 2023 | Q2 2024 | 3 |
NJUL | INNOVATOR ETFS TRUST | 3 | 3 | 0.48% | 0.52% | 0.56% | Q4 2023 | Q2 2024 | 3 |
DLS | WISDOMTREE TR | 3 | 3 | 0.44% | 0.50% | 0.54% | Q4 2023 | Q2 2024 | 3 |
MUB | ISHARES TR | 3 | 3 | 0.46% | 0.49% | 0.52% | Q4 2023 | Q2 2024 | 3 |
SO | SOUTHERN CO | 3 | 3 | 0.46% | 0.49% | 0.52% | Q4 2023 | Q2 2024 | 3 |
BMAR | INNOVATOR ETFS TRUST | 3 | 3 | 0.35% | 0.49% | 0.57% | Q4 2023 | Q2 2024 | 3 |
BAPR | INNOVATOR ETFS TRUST | 3 | 3 | 0.37% | 0.48% | 0.66% | Q4 2023 | Q2 2024 | 3 |
FDVV | FIDELITY COVINGTON TRUST | 3 | 3 | 0.46% | 0.47% | 0.50% | Q4 2023 | Q2 2024 | 3 |
FB | META PLATFORMS INC | 3 | 3 | 0.41% | 0.47% | 0.56% | Q4 2023 | Q2 2024 | 3 |
SCHX | SCHWAB STRATEGIC TR | 3 | 3 | 0.34% | 0.47% | 0.72% | Q4 2023 | Q2 2024 | 3 |
CAT | CATERPILLAR INC | 3 | 3 | 0.42% | 0.46% | 0.50% | Q4 2023 | Q2 2024 | 3 |
AZBJ | AIM ETF PRODUCTS TRUST | 3 | 3 | 0.34% | 0.46% | 0.52% | Q4 2023 | Q2 2024 | 3 |
IWY | ISHARES TR | 3 | 3 | 0.43% | 0.45% | 0.47% | Q4 2023 | Q2 2024 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.30% | 0.45% | 0.57% | Q4 2023 | Q2 2024 | 3 |
PMAY | INNOVATOR ETFS TRUST | 3 | 3 | 0.41% | 0.44% | 0.49% | Q4 2023 | Q2 2024 | 3 |
VGT | VANGUARD WORLD FDS | 3 | 3 | 0.42% | 0.44% | 0.45% | Q4 2023 | Q2 2024 | 3 |
SPDW | SPDR INDEX SHS FDS | 3 | 3 | 0.39% | 0.43% | 0.50% | Q4 2023 | Q2 2024 | 3 |
PNOV | INNOVATOR ETFS TRUST | 3 | 3 | 0.40% | 0.43% | 0.47% | Q4 2023 | Q2 2024 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 0.34% | 0.42% | 0.48% | Q4 2023 | Q2 2024 | 3 |
BUFD | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.40% | 0.42% | 0.45% | Q4 2023 | Q2 2024 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 0.36% | 0.42% | 0.51% | Q4 2023 | Q2 2024 | 3 |
NAPR | INNOVATOR ETFS TRUST | 3 | 3 | 0.23% | 0.39% | 0.70% | Q4 2023 | Q2 2024 | 3 |
XLSR | SSGA ACTIVE TR | 3 | 3 | 0.38% | 0.39% | 0.42% | Q4 2023 | Q2 2024 | 3 |
HD | HOME DEPOT INC | 3 | 3 | 0.32% | 0.37% | 0.40% | Q4 2023 | Q2 2024 | 3 |
EES | WISDOMTREE TR | 3 | 3 | 0.28% | 0.37% | 0.41% | Q4 2023 | Q2 2024 | 3 |
IVV | ISHARES TR | 3 | 3 | 0.34% | 0.36% | 0.39% | Q4 2023 | Q2 2024 | 3 |
KAPR | INNOVATOR ETFS TRUST | 3 | 3 | 0.24% | 0.36% | 0.58% | Q4 2023 | Q2 2024 | 3 |
BRKB | BERKSHIRE HATHAWAY INC... | 3 | 3 | 0.28% | 0.36% | 0.40% | Q4 2023 | Q2 2024 | 3 |
KJUL | INNOVATOR ETFS TRUST | 3 | 3 | 0.32% | 0.35% | 0.37% | Q4 2023 | Q2 2024 | 3 |
PJUN | INNOVATOR ETFS TRUST | 3 | 3 | 0.29% | 0.35% | 0.42% | Q4 2023 | Q2 2024 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.34% | 0.35% | 0.35% | Q4 2023 | Q2 2024 | 3 |
IJR | ISHARES TR | 3 | 3 | 0.31% | 0.34% | 0.36% | Q4 2023 | Q2 2024 | 3 |
BNOV | INNOVATOR ETFS TRUST | 3 | 3 | 0.32% | 0.33% | 0.36% | Q4 2023 | Q2 2024 | 3 |
ORCL | ORACLE CORP | 3 | 3 | 0.32% | 0.33% | 0.36% | Q4 2023 | Q2 2024 | 3 |
SCHV | SCHWAB STRATEGIC TR | 3 | 3 | 0.32% | 0.33% | 0.35% | Q4 2023 | Q2 2024 | 3 |
T | AT&T INC | 3 | 3 | 0.30% | 0.31% | 0.34% | Q4 2023 | Q2 2024 | 3 |
IEMG | ISHARES INC | 3 | 3 | 0.29% | 0.31% | 0.35% | Q4 2023 | Q2 2024 | 3 |
FISR | SSGA ACTIVE TR | 3 | 3 | 0.30% | 0.31% | 0.31% | Q4 2023 | Q2 2024 | 3 |
SPHY | SPDR SER TR | 3 | 3 | 0.26% | 0.30% | 0.38% | Q4 2023 | Q2 2024 | 3 |
SPEM | SPDR INDEX SHS FDS | 3 | 3 | 0.28% | 0.30% | 0.34% | Q4 2023 | Q2 2024 | 3 |
VZ | VERIZON COMMUNICATIONS... | 3 | 3 | 0.28% | 0.30% | 0.31% | Q4 2023 | Q2 2024 | 3 |
KOCT | INNOVATOR ETFS TRUST | 3 | 3 | 0.28% | 0.29% | 0.32% | Q4 2023 | Q2 2024 | 3 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.28% | 0.29% | 0.30% | Q4 2023 | Q2 2024 | 3 |
IEFA | ISHARES TR | 3 | 3 | 0.27% | 0.29% | 0.31% | Q4 2023 | Q2 2024 | 3 |
BIL | SPDR SER TR | 3 | 3 | 0.26% | 0.29% | 0.30% | Q4 2023 | Q2 2024 | 3 |
VONG | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.28% | 0.29% | 0.30% | Q4 2023 | Q2 2024 | 3 |
IWX | ISHARES TR | 3 | 3 | 0.27% | 0.28% | 0.29% | Q4 2023 | Q2 2024 | 3 |
MRK | MERCK & CO INC | 3 | 3 | 0.22% | 0.28% | 0.34% | Q4 2023 | Q2 2024 | 3 |
NOCT | INNOVATOR ETFS TRUST | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2023 | Q2 2024 | 3 |
GOOG | ALPHABET INC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q4 2023 | Q2 2024 | 3 |
KO | COCA COLA CO | 3 | 3 | 0.25% | 0.27% | 0.29% | Q4 2023 | Q2 2024 | 3 |
PEP | PEPSICO INC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q4 2023 | Q2 2024 | 3 |
INNOVATOR ETFS TRUST | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2023 | Q2 2024 | 3 | |
INNOVATOR ETFS TRUST | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2023 | Q2 2024 | 3 | |
SCHM | SCHWAB STRATEGIC TR | 3 | 3 | 0.22% | 0.24% | 0.28% | Q4 2023 | Q2 2024 | 3 |
AEP | AMERICAN ELEC PWR CO INC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2023 | Q2 2024 | 3 |
USIG | ISHARES TR | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2023 | Q2 2024 | 3 |
SPSM | SPDR SER TR | 3 | 3 | 0.21% | 0.23% | 0.26% | Q4 2023 | Q2 2024 | 3 |
SIRI | SIRIUS XM HOLDINGS INC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q4 2023 | Q2 2024 | 3 |
USAS | AMERICAS GOLD AND SILV... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
DLN | WISDOMTREE TR | 2 | 2 | 0.91% | 0.92% | 0.93% | Q1 2024 | Q2 2024 | 2 |
LLY | ELI LILLY & CO | 2 | 2 | 0.54% | 0.75% | 0.96% | Q1 2024 | Q2 2024 | 2 |
PIMCO ETF TR | 2 | 2 | 0.33% | 0.34% | 0.34% | Q1 2024 | Q2 2024 | 2 | |
ETN | EATON CORP PLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2024 | Q2 2024 | 2 |
FLOT | ISHARES TR | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2024 | Q2 2024 | 2 |
GVI | ISHARES TR | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2023 | Q1 2024 | 2 |
MCD | MCDONALDS CORP | 2 | 2 | 0.25% | 0.30% | 0.34% | Q1 2024 | Q2 2024 | 2 |
V | VISA INC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2023 | Q1 2024 | 2 |
AZBA | AIM ETF PRODUCTS TRUST | 2 | 2 | 0.28% | 0.28% | 0.29% | Q1 2024 | Q2 2024 | 2 |
BJUN | INNOVATOR ETFS TRUST | 2 | 2 | 0.22% | 0.28% | 0.34% | Q1 2024 | Q2 2024 | 2 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.26% | 0.28% | 0.29% | Q1 2024 | Q2 2024 | 2 |
GRAYSCALE BITCOIN TR BTC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2024 | Q2 2024 | 2 | |
MGK | VANGUARD WORLD FD | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2024 | Q2 2024 | 2 |
AIM ETF PRODUCTS TRUST | 2 | 2 | 0.25% | 0.25% | 0.26% | Q1 2024 | Q2 2024 | 2 | |
MO | ALTRIA GROUP INC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q1 2024 | Q2 2024 | 2 |
EFG | ISHARES TR | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2024 | Q2 2024 | 2 |
EVG | EATON VANCE SHORT DURA... | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2024 | Q2 2024 | 2 |
EPS | WISDOMTREE TR | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2023 | Q4 2023 | 1 |
BP | BP PLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2024 | Q2 2024 | 1 |
DTM | DT MIDSTREAM INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2024 | Q2 2024 | 1 |
GLW | CORNING INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2024 | Q2 2024 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2024 | Q1 2024 | 1 |
VWOB | VANGUARD WHITEHALL FDS | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 |
USMV | ISHARES TR | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 | |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2024 | Q1 2024 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2024 | Q2 2024 | 1 |
AIM ETF PRODUCTS TRUST | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2024 | Q1 2024 | 1 | |
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, and MICROSOFT CORP, are the highest-conviction holdings of FSA Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by FSA Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FSA Advisors, Inc. owns currently or has owned in the past.