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
+15.74%
+8.97%
57,581.0
 
VBK
Vanguard Small Cap Growth ETF
44,250
11,140.7
+10.01%
9.480
+0.86%
0.050
+15.55%
+2.04%
18,123.7
 
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
+14.06%
-3.72%
1,232.1
 
SCHP
Schwab U.S. Tips ETF
129,754
3,489.1
+7.69%
2.970
+0.21%
0.030
+1.10%
+4.72%
13,108.5
 
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
+0.66%
+3.43%
128,074.0
 
VTI
Vanguard Total Stock Market ETF
6,180
1,698.5
0%
1.450
0%
0.000
+15.74%
+8.47%
478,263.0
 
VTHR
Vanguard Russell 3000 Index Fund
6,800
1,678.1
+5.77%
1.430
+0.08%
0.050
+15.75%
+8.66%
3,268.0
 
BINC
iShares Flexible Income Active ETF
28,599
1,498.0
New Holding
1.280
+1.28%
0.020
+2.47%
+4.04%
10,404.0
 
IGSB
iShares 1-3 Year Credit Bond ETF
27,921
1,462.2
0%
1.240
0%
0.010
+1.62%
+4.04%
21,634.0
 
VBR
Vanguard Small Cap Value ETF
6,086
1,133.8
+11.22%
0.970
+0.10%
0.000
+13.53%
+3.24%
28,859.7
 

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
$25.15
8.03%
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
$52.69
0.61%
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
$286.61
3.43%
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
$510.88
25.30%
New holding
716
716
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.21%
●
25.69 ($26.29) 26.89
$26.60
1.18%
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
$278.58
-45.50%
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
$89.12
-1.75%
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
$70.59
14.28%
Reduce -13.57%
18,119
-2,844
AAPL
Apple Inc
2025-03-31
Add
Add
+0.11%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
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
$202.76
2.64%
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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