| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 9 | Q2 2024 | 6.6% |
| VANGUARD INTL EQUITY INDEX F | 9 | Q2 2024 | 5.1% |
| VANGUARD SCOTTSDALE FDS | 9 | Q2 2024 | 4.5% |
| PIMCO ETF TR | 9 | Q2 2024 | 5.1% |
| APPLE INC | 9 | Q2 2024 | 4.2% |
| ISHARES TR | 9 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 9 | Q2 2024 | 3.8% |
| J P MORGAN EXCHANGE TRADED F | 9 | Q2 2024 | 4.2% |
| ISHARES TR | 9 | Q2 2024 | 3.8% |
| J P MORGAN EXCHANGE TRADED F | 9 | Q2 2024 | 3.6% |
View FSM Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-12 |
View FSM Wealth Advisors, 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.