FSA Investment Group, LLC
CIK 2051584 · Holdings on Mar 31, 2025 · First reported Apr 10, 2025
Top ten holdings
Q1 2025- SCHX68.82%
- VBK9.48%
- VIOV4.96%
- SCHP2.97%
- AGG1.51%
- VTI1.45%
- VTHR1.43%
- BINC1.28%
- IGSB1.24%
- VBR0.97%
Share classes counted separately94.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHXWeight decreased · -0.93 pp69.75% → 68.82%Shares +193.29K (+5.57%)
- VIOVWeight decreased · -0.46 pp5.42% → 4.96%Shares +2.39K (+3.56%)
- VBKWeight decreased · -0.42 pp9.90% → 9.48%Shares +4.03K (+10.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $80.86M | 68.82% | 3.66M shares | 69.75% → 68.82%-0.93 pp +193.29K (+5.57%) | Added | ↗▾ |
| 02 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $11.14M | 9.48% | 44.25K shares | 9.90% → 9.48%-0.42 pp +4.03K (+10.01%) | Added | ↗▾ |
| 03 | VIOVVANGUARD S&P SMALL-CAP 600 VSMLCP 600 VAL View history and evidence | $5.83M | 4.96% | 69.48K shares | 5.42% → 4.96%-0.46 pp +2.39K (+3.56%) | Added | ↗▾ |
| 04 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $3.49M | 2.97% | 129.75K shares | 2.70% → 2.97%+0.27 pp +9.27K (+7.69%) | Added | ↗▾ |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $1.77M | 1.51% | 17.94K shares | 1.53% → 1.51%-0.02 pp -438 (-2.38%) | Reduced | ↗▾ |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $1.70M | 1.45% | 6.18K shares | 1.55% → 1.45%-0.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | VTHRVANGUARD RUSSELL 3000VNG RUS3000IDX View history and evidence | $1.68M | 1.43% | 6.80K shares | 1.45% → 1.43%-0.02 pp +371 (+5.77%) | Added | ↗▾ |
| 08 | BINCISHARES FLEX I A ETF-USD INCISHARES FLEXIBLE View history and evidence | $1.50M | 1.28% | 28.60K shares | Prior unavailable +28.60K | New | ↗▾ |
| 09 | IGSBISHARES 1-5Y INV GRADE CORPISHS 1-5YR INVS View history and evidence | $1.46M | 1.24% | 27.92K shares | 1.25% → 1.24%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $1.13M | 0.97% | 6.09K shares | 0.95% → 0.97%+0.02 pp +614 (+11.22%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2051584 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 10, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117481657
}Take these holdings further.
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