FI

FSA Investment Group, LLC

13F
FSA Investment Group, LLC
Last update 2025-04-10 23 Stocks (3 new)
Value $117.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHX(68.82%)VBK(9.48%)VIOV(4.96%)SCHP(2.97%)AGG(1.51%)
Summary Stock Picks Current Portfolio
FSA Investment Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
3,661,960
80,856.1
+5.57%
68.820
+3.63%
0.160
+18.71%
+8.37%
57,603.9
 
VBK
Vanguard Small Cap Growth ETF
44,250
11,140.7
+10.01%
9.480
+0.86%
0.050
+19.28%
+2.29%
18,223.6
 
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
69,485
5,830.8
+3.56%
4.960
+0.17%
0.400
+17.83%
-2.76%
1,252.8
 
SCHP
Schwab U.S. Tips ETF
129,754
3,489.1
+7.69%
2.970
+0.21%
0.030
+0.23%
+2.83%
13,088.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
17,936
1,774.3
-2.38%
1.510
-0.04%
0.000
+0.67%
+1.50%
128,152.2
 
VTI
Vanguard Total Stock Market ETF
6,180
1,698.5
0%
1.450
0%
0.000
+18.59%
+7.80%
478,431.4
 
VTHR
Vanguard Russell 3000 Index Fund
6,800
1,678.1
+5.77%
1.430
+0.08%
0.050
+18.45%
+7.83%
3,261.4
 
BINC
iShares Flexible Income Active ETF
28,599
1,498.0
New Holding
1.280
+1.28%
0.020
+1.68%
+1.38%
10,413.9
 
IGSB
iShares 1-3 Year Credit Bond ETF
27,921
1,462.2
0%
1.240
0%
0.010
+1.08%
+1.76%
21,629.9
 
VBR
Vanguard Small Cap Value ETF
6,086
1,133.8
+11.22%
0.970
+0.10%
0.000
+16.16%
+3.27%
29,195.0
 

FSA Investment Group, LLC's Historical Top Holdings Breakdowns

FSA Investment Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Add
Add
+3.63%
●
21.75 ($23.28) 24.28
$25.12
7.90%
Add 5.57%
3,661,960
193,295
BINC
iShares Flexible Income Active ETF
2025-03-31
New Buy
New Buy
+1.28%
●
51.89 ($52.37) 52.82
$52.74
0.71%
New holding
28,599
28,599
VBK
Vanguard Small Cap Growth ETF
2025-03-31
Add
Add
+0.86%
●
247.97 ($277.1) 296.33
$286.47
3.38%
Add 10.01%
44,250
4,027
MSFT
Microsoft Corp
2025-03-31
New Buy
New Buy
+0.23%
●
375.39 ($407.71) 447.2
$505.87
24.08%
New holding
716
716
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.21%
●
25.69 ($26.29) 26.89
$26.56
1.03%
Add 7.69%
129,754
9,265
UNH
UnitedHealth Group Inc
2025-03-31
New Buy
New Buy
+0.17%
●
461.52 ($511.2) 548.18
$292.51
-42.78%
New holding
392
392
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
2025-03-31
Add
Add
+0.17%
●
82.81 ($90.71) 96.53
$90.75
0.04%
Add 3.56%
69,485
2,390
VXUS
Vanguard Total International Stock
2025-03-31
Reduce
Reduce
-0.14%
●
58.01 ($61.77) 64.46
$71.07
15.06%
Reduce -13.57%
18,119
-2,844
AAPL
Apple Inc
2025-03-31
Add
Add
+0.11%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 27.7%
2,711
588
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.10%
●
182.99 ($197.54) 207.75
$204.67
3.61%
Add 11.22%
6,086
614

FSA Investment Group, LLC Total Holding History ($B)

To

FSA Investment Group, LLC's Asset Allocation

To

FSA Investment Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FSA Investment Group, LLC's Hypothetical Growth since 2025-03-31

FSA Investment Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FSA Investment Group, LLC's Holdings Heat Map

Size field:

FSA Investment Group, LLC's Holdings Bubble Chart

FSA Investment Group, LLC News

  • 1

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