Fsa Investment Group, LLC Top Holdings and 13F Report (2025) About Fsa Investment Group, LLCInvestment ActivityFsa Investment Group, LLC has $114.87 million in total holdings as of December 31, 2024.Fsa Investment Group, LLC owns shares of 20 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Large-Cap ETF $80,126,171Vanguard Small-Cap Growth ETF $11,372,331Vanguard S&P Small-Cap 600 Value ETF $6,229,733Schwab U.S. TIPS ETF $3,100,182Vanguard Total Stock Market ETF $1,782,436 Sector AllocationMap of 500 Largest Holdings ofFsa Investment Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$80,126,1713,468,66569.8%ETFVBKVanguard Small-Cap Growth ETF$11,372,33140,2239.9%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$6,229,73367,0955.4%ETFSCHPSchwab U.S. TIPS ETF$3,100,182120,4892.7%ETFVTIVanguard Total Stock Market ETF$1,782,4366,1801.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,761,72818,3741.5%FinanceVTHRVanguard Russell 3000 ETF$1,664,3896,4291.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,439,60727,9211.3%ManufacturingVXUSVanguard Total International Stock ETF$1,222,75020,9631.1%ETFVBRVanguard Small-Cap Value ETF$1,093,0595,4721.0%ETFPIMCO ETF TR$1,082,94912,1280.9%ACTIVE BD ETFSCHDSchwab US Dividend Equity ETF$666,43824,2170.6%ETFAAPLApple$495,3092,1230.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$472,9596,1440.4%ETFIDUiShares U.S. Utilities ETF$471,2904,8910.4%ETFDVYiShares Select Dividend ETF$462,7163,5290.4%ETFAMLPAlerian MLP ETF$441,6068,7460.4%ETFTIPiShares TIPS Bond ETF$422,1963,9730.4%ETFVYMVanguard High Dividend Yield ETF$316,3582,4660.3%ETFORealty Income$246,5014,6380.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
