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CIK 0002051584 • 6 13F filings • Apr 10, 2025 – Jul 20, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $270K | 0.1% | 756 SH | New |
| ALPHABET INC | CAP STK CL C | $833K | 0.3%Prev: 0.2% | 2,357 SH | Increased+546 SH |
| AMAZON COM INC | COM | $828K | 0.3%Prev: 0.2% | 3,474 SH | Increased+1,084 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $14.1M | 4.6%Prev: 3.4% | 158,557 SH | Increased+58,815 SH |
| AMPLIFY ETF TR | BLOCK TECHN ETF | $1.8M | 0.6% | 28,832 SH | New |
| APPLE INC | COM | $1.6M | 0.5%Prev: 0.4% | 5,444 SH | Increased+1,211 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.9M | 0.9% | 55,170 SH | New |
| BONDBLOXX ETF TRUST | BLOO TWEN US ETF | $235K | 0.1% | 6,257 SH | New |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | $1.5M | 0.5%Prev: 0.4% | 31,434 SH | Increased+9,907 SH |
| BROADCOM INC | COM | $1.4M | 0.4%Prev: 0.3% | 3,654 SH | Increased+1,199 SH |
| COSTCO WHOLESALE CORPORATION | COM | $341K | 0.1%Prev: 0.1% | 365 SH | Decreased+16 SH |
| ELI LILLY & CO | COM | $904K | 0.3%Prev: 0.1% | 754 SH | Increased+354 SH |
| EXXON MOBIL CORP | COM | $800K | 0.3%Prev: 0.3% | 5,852 SH | Increased+2,102 SH |
| GRANITESHARES GOLD TR | SHS BEN INT | $4.9M | 1.6%Prev: 1.7% | 124,487 SH | Increased+31,878 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $667K | 0.2%Prev: 0.2% | 14,372 SH | Increased+5,167 SH |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $3.0M | 1.0%Prev: 0.9% | 186,479 SH | Increased+53,906 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $48.4M | 15.7%Prev: 15.1% | 227,687 SH | Increased+32,261 SH |
| ISHARES INC | CORE MSCI EMKT | $10.8M | 3.5%Prev: 2.5% | 130,579 SH | Increased+41,672 SH |
| ISHARES TR | CORE US AGGBD ET | $1.8M | 0.6%Prev: 0.8% | 18,018 SH | Decreased-830 SH |
| ISHARES TR | CRE U S REIT ETF | $219K | 0.1% | 3,291 SH | New |
| ISHARES TR | TIPS BD ETF | $535K | 0.2%Prev: 0.2% | 4,887 SH | Decreased-167 SH |
| LISTED FDS TR | ROUN MA SEVE ETF | $1.5M | 0.5% | 22,979 SH | New |
| META PLATFORMS INC | CL A | $315K | 0.1%Prev: 0.1% | 559 SH | Decreased-3 SH |
| MICROSOFT CORP | COM | $523K | 0.2%Prev: 0.2% | 1,402 SH | Increased+365 SH |
| NEXTERA ENERGY INC | COM | $249K | 0.1%Prev: 0.1% | 2,841 SH | Increased+230 SH |
| NVIDIA CORPORATION | COM | $1.9M | 0.6%Prev: 0.4% | 9,474 SH | Increased+3,299 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $322K | 0.1%Prev: 0.1% | 2,763 SH | Increased+1,242 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $617K | 0.2%Prev: 0.3% | 6,696 SH | Decreased-551 SH |
| REALTY INCOME CORP | COM | $342K | 0.1%Prev: 0.1% | 5,515 SH | Increased+13 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $119.4M | 38.8%Prev: 39.2% | 4,058,096 SH | Increased+259,102 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.2M | 0.4%Prev: 1.3% | 45,023 SH | Decreased-76,794 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.0M | 0.6% | 37,154 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | $1.3M | 0.4%Prev: 0.4% | 30,422 SH | Increased+8,791 SH |
| SOUTHERN CO | COM | $433K | 0.1%Prev: 0.1% | 4,529 SH | Increased+2,244 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $675K | 0.2% | 7,366 SH | New |
| SPDR SERIES TRUST | ST STR SP AERO | $387K | 0.1% | 1,363 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $1.7M | 0.5%Prev: 0.3% | 2,565 SH | Increased+516 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $744K | 0.2%Prev: 0.3% | 9,548 SH | Increased+725 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $203K | 0.1% | 837 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $307K | 0.1%Prev: 0.1% | 829 SH | Increased+3 SH |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $67.2M | 21.8% | 888,079 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $519K | 0.2%Prev: 0.1% | 8,693 SH | Increased+3,198 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $3.3M | 1.1%Prev: 1.2% | 9,999 SH | Increased-312 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.9M | 0.6%Prev: 0.7% | 21,659 SH | Increased-696 SH |
| WALMART INC | COM | $970K | 0.3%Prev: 0.3% | 8,562 SH | Increased+2,147 SH |
| WISDOMTREE TR | BLMBG US BULL | $1.7M | 0.5% | 62,589 SH | New |
| WISDOMTREE TR | JAPN HEDGE EQT | $335K | 0.1% | 1,932 SH | New |
| 13F-HR |
| 0002085853-25-000191 |
| $160.4M |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000764 | $307.9M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000453 | $248.4M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000403 | $117.5M | View |