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Financial Solutions Advisory Group, Inc.

Portfolio Manager
Financial Solutions Advisory Group, Inc.
Performance
0% (N/A)
AUM (13F)
$723.36M
# of Holdings
174
Performance Rank
N/A
Allocation (Top 20)
76.02%

Financial Solutions Advisory Group, Inc. Holdings Map

Top 50 Financial Solutions Advisory Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPTS
SPDR SERIES TRUST
14.26%3.53M$103.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.53M shares
$29.23(-0.96%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
9.78%2.76M$70.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.76M shares
$26.27(+11.89%)
2026-03-31
ISTB
ISHARES TR
7.93%1.18M$57.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.18M shares
$48.60(-1.00%)
2026-03-31
QQQ
INVESCO QQQ TR
7.11%89.1K$51.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 89.1K shares
$595.74(+19.61%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
6.52%72.6K$47.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 72.6K shares
$666.13(+11.81%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
5.48%1.28M$39.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.28M shares
$30.51(+17.88%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
3.61%522.1K$26.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 522.1K shares
$49.70(-0.25%)
2026-03-31
IWM
ISHARES TR
2.35%68.4K$17.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 68.4K shares
$247.08(+20.44%)
2026-03-31
BSCR
INVESCO EXCH TRD SLF IDX FD
2.29%845.6K$16.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 845.6K shares
$19.68(-0.29%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
2.15%207.5K$15.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 207.5K shares
$74.33(+11.64%)
2026-03-31

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