FSC Wealth Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in FSC Wealth Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 12.63% | 661.415 K $ | 1017 | 2021/12/31 | -353.664 K $ | -4.63 % |
| 2026/03/31 | PDBC | INVESCO ACTVELY MNGD ETC FD | 11.98% | 627.557 K $ | 36233 | 2021/12/31 | 41.778 K $ | 30.72 % |
| 2026/03/31 | FTSM | FIRST TR EXCHANGE-TRADED FD | 10.40% | 544.935 K $ | 9116 | 2022/12/31 | -14.981 K $ | -0.25 % |
| 2026/03/31 | SPLV | INVESCO EXCH TRADED FD TR II | 9.55% | 500.451 K $ | 6842 | 2024/09/30 | 66.613 K $ | 2.41 % |
| 2026/03/31 | CWB | SPDR SERIES TRUST | 8.26% | 432.714 K $ | 4728 | 2021/12/31 | 140.626 K $ | 2.60 % |
| 2026/03/31 | VGK | VANGUARD INTL EQUITY INDEX F | 8.15% | 426.735 K $ | 5177 | 2025/03/31 | -39.522 K $ | -1.41 % |
| 2026/03/31 | MGV | VANGUARD WORLD FD | 7.92% | 414.758 K $ | 2861 | 2024/09/30 | 70.145 K $ | 2.68 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 7.52% | 393.792 K $ | 1072 | 2023/09/30 | -2.380 M $ | -82.20 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 7.46% | 390.629 K $ | 4263 | 2022/12/31 | 15.498 K $ | 0.28 % |
| 2026/03/31 | IWM | ISHARES TR | 4.29% | 224.440 K $ | 905 | 2021/12/31 | 12.442 K $ | 0.75 % |
| 2026/03/31 | ARKK | ARK ETF TR | 4.07% | 212.976 K $ | 3151 | 2025/06/30 | -196.536 K $ | -12.13 % |
| 2026/03/31 | IVW | ISHARES TR | 3.95% | 206.991 K $ | 1830 | 2024/09/30 | -136.476 K $ | -8.23 % |
| 2026/03/31 | IVV | ISHARES TR | 3.83% | 200.380 K $ | 307 | 2021/12/31 | -34.807 K $ | -4.63 % |
| 2026/03/31 | FDN | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GBIL | GOLDMAN SACHS ETF TR | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.00% | 0.000 $ | 0 | 2023/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DGRO | ISHARES TR | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | XLP | SELECT SECTOR SPDR TR | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIA | SPDR DOW JONES INDL AVERAGE | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |