FSM Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Cleveland, OH
CIK
0001942548
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 144 198,767 VTI, JAVA, BOND, VONV 13F-HR 11/14/2023 000198604223000025
Q2 2023 165 199,337 VTI, VT, BOND, VONV 13F-HR 7/12/2023 000194254823000003
Q1 2023 156 172,307 VTI, VT, VONV, AAPL 13F-HR 4/24/2023 000194254823000002
Q4 2022 141 140,604 VTI, JPST, VONV, VT 13F-HR 1/19/2023 000194254823000001
Q3 2022 130 120,361 VTI, JPST, VONV, AAPL 13F-HR 10/24/2022 000194254822000001
Q2 2022 113 101,009 VTI, AAPL, VT, MSFT 13F-HR 8/12/2022 000194003322000003