Portfolio (Quarterly)
Guide ↗
FSC Wealth Advisors, LLC
· CIK 0001925685| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 116,031 | $3.2M | 5.16% | SOLD |
| 2 | DGRO | ISHARES TR | — | 43,173 | $3.0M | 4.86% | SOLD |
| 3 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 6,202 | $3.0M | 4.84% | SOLD |
| 4 | XLP | SELECT SECTOR SPDR TR | — | 32,929 | $2.6M | 4.15% | SOLD |
| 5 | SCHG | SCHWAB STRATEGIC TR | — | 49,736 | $1.6M | 2.63% | SOLD |
| 6 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 5,567 | $1.5M | 2.43% | SOLD |
| 7 | QQQ | INVESCO QQQ TR | Financial Services | 2,397 | $1.5M | 2.39% | SOLD |
| 8 | GBIL | GOLDMAN SACHS ETF TR | — | 7,060 | $706K | 1.15% | SOLD |
| 9 | ABBV | ABBVIE INC | Healthcare | 2,431 | $555K | 0.90% | SOLD |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | — | 7,687 | $461K | 0.75% | SOLD |
| 11 | MOAT | VANECK ETF TRUST | — | 4,395 | $455K | 0.74% | SOLD |
| 12 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 9,151 | $422K | 0.68% | SOLD |
| 13 | MSFT | MICROSOFT CORP | Technology | 819 | $396K | 0.64% | SOLD |
| 14 | VNQ | VANGUARD INDEX FDS | — | 4,259 | $377K | 0.61% | SOLD |
| 15 | VTV | VANGUARD INDEX FDS | — | 1,692 | $323K | 0.52% | SOLD |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,969 | $249K | 0.40% | SOLD |
Sector Allocation
Financial Services
100.0%