Fiscal Wisdom Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW Fiscal Wisdom Wealth Management, LLC | Institutional Filer | ▼ 1.85% | $104.2M | 90 |
Current Portfolio Holdings
Showing all 90 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GORO | Gold Resource Corporation | Basic Materials | 35.6M | $42.7M | 40.99% |
| 2 | SPYM | SPDR SERIES TRUST | — | 44K | $3.4M | 3.24% |
| 3 | SCHD | SCHWAB STRATEGIC TR | — | 100K | $3.1M | 2.93% |
| 4 | SGOV | ISHARES TR | — | 29K | $2.9M | 2.80% |
| 5 | DC | Dakota Gold Corp. | Basic Materials | 520K | $2.6M | 2.52% |
| 6 | SKE | Skeena Resources Limited | Basic Materials | 63K | $1.9M | 1.81% |
| 7 | SVM | Silvercorp Metals Inc. | Basic Materials | 175K | $1.9M | 1.80% |
| 8 | AAPL | Apple Inc. | Technology | 7K | $1.8M | 1.75% |
| 9 | BALT | INNOVATOR ETFS TRUST | — | 52K | $1.7M | 1.67% |
| 10 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 3K | $1.6M | 1.52% |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | — | 7K | $1.6M | 1.51% |
| 12 | IUSB | ISHARES TR | — | 34K | $1.6M | 1.49% |
| 13 | PWB | INVESCO EXCHANGE TRADED FD T | — | 11K | $1.4M | 1.32% |
| 14 | BUXX | EA SERIES TRUST | — | 61K | $1.2M | 1.18% |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | — | 19K | $1.2M | 1.17% |
Showing 1 to 15 of 90 holdings