$240 Million is the total value of FSB PREMIER WEALTH MANAGEMENT, INC.'s 535 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | Exit | VANGUARD SHORT TERM TREAS ETFshort term treas | $0 | – | -12,200 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SP 500 ETF SHS | 12 | Q3 2023 | 9.3% |
| VANGUARD TAX-MANAGED FDS | 12 | Q3 2023 | 6.0% |
| FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 5.7% |
| SPDR SER TR | 12 | Q3 2023 | 5.7% |
| FIRST TRUST EXCHANGETRADED FU CAP STRENGTH ETF | 12 | Q3 2023 | 5.1% |
| FIRST TRUST LRGCP GWT ALPHAD | 12 | Q3 2023 | 5.4% |
| FIRST TST VALUE LI SHS ETF | 12 | Q3 2023 | 4.4% |
| FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF | 12 | Q3 2023 | 3.7% |
| SPDR SER TR | 12 | Q3 2023 | 3.2% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 3.1% |
View FSB PREMIER WEALTH MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| X-17A-5 | 2024-03-27 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-04 |
| X-17A-5 | 2023-03-17 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-23 |
| 13F-HR | 2022-08-01 |
View FSB PREMIER WEALTH MANAGEMENT, 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.