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FSA Investment Group

Latest statistics and disclosures from FSA Investment Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002051584

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Positions held by FSA Investment Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for FSA Investment Group

FSA Investment Group holds 20 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	69.8	$80M	3.5M	23.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	9.9	$11M	40k	282.73	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	5.4	$6.2M	67k	92.85	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.7	$3.1M	121k	25.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$1.8M	6.2k	288.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$1.8M	18k	95.88	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	1.4	$1.7M	6.4k	258.89	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$1.4M	28k	51.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$1.2M	21k	58.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$1.1M	5.5k	199.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$1.1M	12k	89.29	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$666k	24k	27.52	View chart
Apple (AAPL)	0.4	$495k	2.1k	233.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$473k	6.1k	76.98	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.4	$471k	4.9k	96.36	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$463k	3.5k	131.12	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.4	$442k	8.7k	50.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$422k	4.0k	106.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$316k	2.5k	128.29	View chart
Realty Income (O)	0.2	$247k	4.6k	53.15	View chart

Past Filings by FSA Investment Group

SEC 13F filings are viewable for FSA Investment Group going back to 2024

FSA Investment Group 2024 Q4 filed Jan. 23, 2025

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