FSM Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW FSM Wealth Advisors, LLC | Institutional Filer | ▲ 6.46% | $778.3M | 316 |
Current Portfolio Holdings
Showing all 316 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 1.2M | $55.7M | 7.16% |
| 2 | BOND | PIMCO ETF TR | — | 538K | $49.6M | 6.38% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 525K | $37.7M | 4.84% |
| 4 | VTI | VANGUARD INDEX FDS | — | 104K | $33.3M | 4.28% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 599K | $32.4M | 4.16% |
| 6 | SCHF | SCHWAB STRATEGIC TR | — | 1.3M | $31.3M | 4.02% |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | — | 223K | $30.8M | 3.96% |
| 8 | IJH | ISHARES TR | — | 364K | $24.6M | 3.16% |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | — | 477K | $24.3M | 3.13% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | — | 235K | $22.1M | 2.84% |
| 11 | IGF | ISHARES TR | — | 284K | $19.0M | 2.45% |
| 12 | IJR | ISHARES TR | — | 153K | $19.0M | 2.44% |
| 13 | SCHG | SCHWAB STRATEGIC TR | — | 633K | $18.4M | 2.37% |
| 14 | AAPL | Apple Inc. | Technology | 72K | $18.3M | 2.35% |
| 15 | SCZ | ISHARES TR | — | 229K | $18.0M | 2.31% |
Showing 1 to 15 of 316 holdings