| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 10.5% |
| ISHARES TR | 3 | Q2 2024 | 10.6% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 10.5% |
| ISHARES TR | 3 | Q2 2024 | 9.2% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 8.5% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 7.6% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 5.5% |
| ISHARES TR | 3 | Q2 2024 | 3.2% |
| HARBOR ETF TRUST | 3 | Q2 2024 | 3.2% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 3.0% |
View FMA Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-09 |
View FMA 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.