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| Name: |
FSA Wealth Management LLC |
| City: |
NEEDHAM |
| State: |
MA |
| Zip: |
02494 |
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data |
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| Holdings
Found :
29 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VONV |
Vanguard Russell 1000 Value... |
65 |
New |
$77.52 |
$145,000 |
1,842 |
0.06% |
145,000 |
1,842 |
0 |
N/A |
|
|
IVOO |
Vanguard S&Amp;P Mid-Cap 40... |
87 |
New |
$100.83 |
$97,000 |
937 |
0.04% |
97,000 |
937 |
0.01 |
Closed - End Fund - E... |
|
|
FNDX |
Schwab Fundamental US Large... |
133 |
New |
$66.59 |
$58,000 |
854 |
0.03% |
58,000 |
854 |
0 |
N/A |
|
|
VMBS |
Vanguard Mortgage-Backed S |
145 |
New |
$45.00 |
$53,000 |
1,166 |
0.02% |
53,000 |
1,166 |
0 |
Closed - End Fund - Debt |
|
|
SCHI |
Schwab 5-10 Year Corporate ... |
165 |
New |
$43.95 |
$43,000 |
977 |
0.02% |
43,000 |
977 |
0 |
N/A |
|
|
FNDE |
Schwab Fundamental Emerging... |
181 |
New |
$30.15 |
$37,000 |
1,348 |
0.02% |
37,000 |
1,348 |
0 |
N/A |
|
|
FNDF |
Schwab Fundamental Internat... |
205 |
New |
$36.08 |
$31,000 |
867 |
0.01% |
31,000 |
867 |
0 |
N/A |
|
|
SCHR |
Schwab Intermediate-Term U.... |
232 |
New |
$48.38 |
$23,000 |
475 |
0.01% |
23,000 |
475 |
0 |
N/A |
|
|
SCHE |
Schwab Emerging Markets Equ... |
237 |
New |
$26.76 |
$22,000 |
886 |
0.01% |
22,000 |
886 |
0 |
N/A |
|
|
FNDC |
Schwab Fundamental Internat... |
235 |
New |
$35.82 |
$22,000 |
613 |
0.01% |
22,000 |
613 |
0.017 |
N/A |
|
|
CRBU |
Caribou Biosciences, Inc. |
323 |
New |
$2.97 |
$10,000 |
1,980 |
0% |
10,000 |
1,980 |
0 |
N/A |
|
|
EBND |
Spdr Barclays Capital Emerg... |
335 |
New |
$20.35 |
$9,000 |
442 |
0% |
9,000 |
442 |
0 |
N/A |
|
|
VTWV |
Vanguard Russell 2000 Value... |
352 |
New |
$136.55 |
$9,000 |
62 |
0% |
9,000 |
62 |
0 |
N/A |
|
|
VTWG |
Vangard Russell 2000 Growth |
351 |
New |
$192.48 |
$9,000 |
43 |
0% |
9,000 |
43 |
0 |
N/A |
|
|
SHOP |
Shopify Inc |
366 |
New |
$56.97 |
$8,000 |
100 |
0% |
8,000 |
100 |
0 |
N/A |
|
|
SCHP |
Schwab U.S. Tips Etf |
365 |
New |
$51.78 |
$8,000 |
146 |
0% |
8,000 |
146 |
0 |
N/A |
|
|
IAU |
iShares COMEX Gold Trust |
389 |
New |
$44.12 |
$7,000 |
174 |
0% |
7,000 |
174 |
0 |
Closed - End Fund - E... |
|
|
CLF |
Cleveland-Cliffs Inc |
409 |
New |
$16.91 |
$6,000 |
244 |
0% |
6,000 |
244 |
0 |
Steel & Iron |
|
|
BYDDY |
BYD Co Ltd |
405 |
New |
$53.40 |
$6,000 |
110 |
0% |
6,000 |
110 |
0 |
N/A |
|
|
IONQ |
Ionq Ord Shs |
416 |
New |
$10.40 |
$6,000 |
600 |
0% |
6,000 |
600 |
0 |
N/A |
|
|
RUM |
Rumble Inc |
423 |
New |
$7.04 |
$6,000 |
800 |
0% |
6,000 |
800 |
0 |
N/A |
|
|
WDAY |
Workday, Inc. |
456 |
New |
$220.91 |
$5,000 |
20 |
0% |
5,000 |
20 |
0 |
Application Software |
|
|
PERI |
Perion Network Ltd |
478 |
New |
$11.29 |
$4,000 |
181 |
0% |
4,000 |
181 |
0 |
Search Engines & Info... |
|
|
HYLB |
Xtrackers Usd High Yield Co... |
504 |
New |
$35.41 |
$3,000 |
82 |
0% |
3,000 |
82 |
0 |
N/A |
|
|
DBAP |
Deutsche Xtrackers Msci Ac ... |
501 |
New |
$0.00 |
$3,000 |
147 |
0% |
3,000 |
147 |
0 |
N/A |
|
|
NG |
NovaGold Resources Inc (USA) |
542 |
New |
$3.60 |
$2,000 |
500 |
0% |
2,000 |
500 |
0 |
Gold |
|
|
EMLC |
Vaneck Vectors Jp Morgan Em... |
562 |
New |
$24.42 |
$1,000 |
22 |
0% |
1,000 |
22 |
0 |
Closed - End Fund - E... |
|
|
PRF |
Invesco FTSE RAFI US |
575 |
New |
$36.69 |
$1,000 |
15 |
0% |
1,000 |
15 |
0 |
Closed - End Fund - E... |
|
|
PXH |
Invesco FTSE RAFI Emerging ... |
623 |
New |
$20.98 |
$0 |
5 |
0% |
0 |
5 |
0 |
Closed - End Fund - E... |
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