FSA Investment Group

FSA Investment Group as of March 31, 2025

Portfolio Holdings for FSA Investment Group

FSA Investment Group holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 68.8 $81M 3.7M 22.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 9.5 $11M 44k 251.77
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 5.0 $5.8M 70k 83.91
Schwab Strategic Tr Us Tips Etf (SCHP) 3.0 $3.5M 130k 26.89
Ishares Tr Core Us Aggbd Et (AGG) 1.5 $1.8M 18k 98.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $1.7M 6.2k 274.84
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 1.4 $1.7M 6.8k 246.77
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $1.5M 29k 52.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $1.5M 28k 52.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.1M 6.1k 186.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.1M 18k 62.10
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $1.1M 12k 92.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $683k 24k 27.96
Apple (AAPL) 0.5 $602k 2.7k 222.15
Ishares Tr U.s. Utilits Etf (IDU) 0.4 $499k 4.9k 101.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $484k 6.2k 78.28
Ishares Tr Select Divid Etf (DVY) 0.4 $478k 3.6k 134.29
Alps Etf Tr Alerian Mlp (AMLP) 0.4 $462k 8.9k 51.94
Ishares Tr Tips Bd Etf (TIP) 0.4 $427k 3.8k 111.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $320k 2.5k 128.98
Realty Income (O) 0.2 $271k 4.7k 58.01
Microsoft Corporation (MSFT) 0.2 $269k 716.00 375.39
UnitedHealth (UNH) 0.2 $205k 392.00 523.75