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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 | $380K | 0.1% | 1,104 SH | New |
| ALPHABET INC | CAP STK CL C | $300K | 0.1%Prev: 0.2% | 880 SH | Increased-306 SH |
| AMAZON COM INC | COM | $449K | 0.1%Prev: 0.2% | 1,803 SH | Increased+37 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $15.5M | 4.9% | 171,952 SH | New |
| APPLE INC | COM | $1.4M | 0.5%Prev: 0.6% | 4,342 SH | Increased+547 SH |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.4M | 0.8% | 48,199 SH | New |
| BROADCOM INC | COM | $310K | 0.1%Prev: 0.3% | 882 SH | Decreased-794 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $293K | 0.1% | 1,802 SH | New |
| GLOBAL X FDS | NASDAQ 100 COVER | $761K | 0.2% | 41,037 SH | New |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $2.2M | 0.7%Prev: 0.4% | 111,597 SH | Increased+60,118 SH |
| INVESCO DB US DLR INDEX TR | BULLISH FD | $2.3M | 0.7% | 81,202 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $49.0M | 15.6%Prev: 21.3% | 235,434 SH | Increased+55,306 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.3% | 1,404 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.6M | 0.5%Prev: 0.9% | 32,935 SH | Increased+10,512 SH |
| ISHARES ETHEREUM TR | SHS | $855K | 0.3%Prev: 0.4% | 42,495 SH | Increased+20,989 SH |
| ISHARES INC | CORE MSCI EMKT | $11.6M | 3.7% | 142,344 SH | New |
| ISHARES TR | CORE US AGGBD ET | $2.1M | 0.7%Prev: 1.0% | 22,084 SH | Increased+5,272 SH |
| ISHARES TR | CRE U S REIT ETF | $231K | 0.1% | 3,754 SH | New |
| ISHARES TR | TIPS BD ETF | $608K | 0.2%Prev: 0.3% | 5,848 SH | Increased+1,400 SH |
| LISTED FDS TR | ROUN MA SEVE ETF | $3.0M | 0.9% | 41,570 SH | New |
| META PLATFORMS INC | CL A | $297K | 0.1%Prev: 0.2% | 410 SH | Increased+10 SH |
| MICRON TECHNOLOGY INC | COM | $228K | 0.1% | 214 SH | New |
| MICROSOFT CORP | COM | $763K | 0.2%Prev: 0.4% | 1,487 SH | Increased+103 SH |
| NVIDIA CORPORATION | COM | $1.0M | 0.3%Prev: 0.4% | 4,419 SH | Increased+789 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $589K | 0.2%Prev: 0.5% | 6,767 SH | Decreased-1,254 SH |
| REALTY INCOME CORP | COM | $302K | 0.1%Prev: 0.2% | 5,567 SH | Decreased+92 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $201K | 0.1%Prev: 0.4% | 6,178 SH | Decreased-18,855 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $122.4M | 39.0%Prev: 60.4% | 4,079,255 SH | Increased+414,396 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $3.9M | 1.2%Prev: 2.0% | 156,189 SH | Increased+39,719 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $1.7M | 0.5% | 9,961 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.8M | 0.9% | 45,463 SH | New |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | $2.6M | 0.8%Prev: 0.5% | 41,485 SH | Increased+25,617 SH |
| SPDR GOLD TR | GOLD SHS | $4.4M | 1.4% | 11,425 SH | New |
| SPDR SERIES TRUST | ST STR SP AERO | $327K | 0.1% | 1,416 SH | New |
| USCF ETF TR | SUMMERHAVEN K1 | $597K | 0.2% | 19,136 SH | New |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.5M | 0.8%Prev: 0.3% | 4,080 SH | Increased+2,670 SH |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $311K | 0.1% | 831 SH | New |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $60.3M | 19.2% | 796,647 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $517K | 0.2% | 8,709 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | $3.7M | 1.2%Prev: 1.7% | 11,085 SH | Increased+1,960 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.0M | 0.7%Prev: 0.9% | 24,084 SH | Increased+4,366 SH |
| WISDOMTREE TR | BLMBG US BULL | $6.4M | 2.0% | 238,285 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 |