MondegarAI
FSA Advisors, Inc.

Q2 2024 · 13F-HR

FSA Advisors, Inc.holdings as filed

Filed 2024-08-01 · accession 0001905627-24-000004

$95.9M
Reported value
133
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$9.5M9.93%19,091CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$4.8M4.99%96,691CommonNONE
594918104MSFTMICROSOFT CORP$3.4M3.57%7,813CommonNONE
922908769VTIVANGUARD INDEX FDS$2.0M2.12%7,625CommonNONE
46090E103QQQINVESCO QQQ TR$1.8M1.90%3,809CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.8M1.86%44,474CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$1.7M1.82%41,836CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.7M1.73%38,006CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$1.6M1.70%33,477CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$1.5M1.60%36,985CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$1.5M1.58%33,710CommonNONE
037833100AAPLAPPLE INC$1.5M1.52%7,905CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.4M1.50%2,691CommonNONE
97717X669DGRWWISDOMTREE TR$1.3M1.37%17,245CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.3M1.32%35,991CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$1.3M1.31%30,809CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.2M1.26%12,675CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.1M1.19%14,869CommonNONE
922908652VXFVANGUARD INDEX FDS$1.1M1.18%6,688CommonNONE
97717X131IQDGWISDOMTREE TR$1.1M1.18%29,664CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$1.1M1.15%31,971CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$1.1M1.14%26,887CommonNONE
233331107DTEDTE ENERGY CO$1.1M1.11%9,621CommonNONE
78464A854SPYMSPDR SER TR$1.1M1.11%16,802CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$1.1M1.11%30,454CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.1M1.09%28,777CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$1.0M1.04%25,784CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$982,8921.02%24,230CommonNONE
921909768VXUSVANGUARD STAR FDS$953,7660.99%15,817CommonNONE
532457108LLYELI LILLY & CO$917,9980.96%1,095CommonNONE
921937835BNDVANGUARD BD INDEX FDS$914,3980.95%12,673CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$892,3950.93%23,311CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$882,9580.92%23,464CommonNONE
97717W307DLNWISDOMTREE TR$869,5530.91%12,045CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$831,6170.87%18,303CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$817,7390.85%21,830CommonNONE
922908744VTVVANGUARD INDEX FDS$814,8190.85%5,076CommonNONE
922908736VUGVANGUARD INDEX FDS$767,0050.80%2,062CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$764,7460.80%26,925CommonNONE
97717X578XSOEWISDOMTREE TR$736,6180.77%25,004CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$731,1150.76%19,508CommonNONE
571903202MARMARRIOTT INTL INC NEW$709,1160.74%2,813CommonNONE
922908595VBKVANGUARD INDEX FDS$704,7120.73%2,817CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$666,7010.70%13,996CommonNONE
922907746VTEBVANGUARD MUN BD FDS$661,5530.69%13,202CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$652,2800.68%24,357CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$635,0460.66%15,306CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$620,5770.65%7,960CommonNONE
97717W505DONWISDOMTREE TR$598,6430.62%12,278CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$586,9170.61%18,347CommonNONE
92204A108VCRVANGUARD WORLD FD$565,0050.59%1,809CommonNONE
921937819BIVVANGUARD BD INDEX FDS$562,6410.59%7,509CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$558,8050.58%13,345CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$553,5070.58%17,971CommonNONE
921937793BLVVANGUARD BD INDEX FDS$550,6020.57%7,822CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$546,0770.57%2,705CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$542,4970.57%12,566CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$540,0160.56%9,082CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$529,7990.55%11,686CommonNONE
04010L103ARCCARES CAPITAL CORP$507,8500.53%24,369CommonNONE
023135106AMZNAMAZON COM INC$503,6640.53%2,694CommonNONE
97717W760DLSWISDOMTREE TR$500,2260.52%7,671CommonNONE
345370860FFORD MTR CO DEL$493,1880.51%39,071CommonNONE
00888H802JANWAIM ETF PRODUCTS TRUST$484,5090.51%15,413CommonNONE
464288414MUBISHARES TR$473,9380.49%4,438CommonNONE
842587107SOSOUTHERN CO$467,5090.49%6,040CommonNONE
149123101CATCATERPILLAR INC$452,7010.47%1,263CommonNONE
67066G104NVDANVIDIA CORPORATION$448,3340.47%1,918CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$438,9840.46%9,384CommonNONE
92204A702VGTVANGUARD WORLD FD$429,5590.45%745CommonNONE
464289438IWYISHARES TR$414,3920.43%2,124CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$406,8160.42%11,421CommonNONE
30303M102METAMETA PLATFORMS INC$394,9860.41%798CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$391,3780.41%11,474CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$388,7370.41%10,709CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$388,0960.40%15,964CommonNONE
97717W562EESWISDOMTREE TR$386,2750.40%7,707CommonNONE
055622104BPBP PLC$374,6050.39%10,358CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$373,9690.39%10,513CommonNONE
78470P408XLSRSSGA ACTIVE TR$359,5110.37%7,211CommonNONE
02079K305GOOGLALPHABET INC$347,9850.36%2,099CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$347,9310.36%12,588CommonNONE
68389X105ORCLORACLE CORP$340,5910.36%2,449CommonNONE
30231G102XOMEXXON MOBIL CORP$334,8540.35%2,902CommonNONE
580135101MCDMCDONALDS CORP$331,4150.35%1,241CommonNONE
464287804IJRISHARES TR$328,9500.34%3,079CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$326,1230.34%8,345CommonNONE
20030N101CMCSACOMCAST CORP NEW$325,4650.34%8,135CommonNONE
464287200IVVISHARES TR$324,1420.34%611CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$323,8050.34%5,063CommonNONE
00206R102TAT&T INC$322,7110.34%17,127CommonNONE
72201R577BILZPIMCO ETF TR$315,5880.33%3,120CommonNONE
437076102HDHOME DEPOT INC$311,6190.32%882CommonNONE
G29183103ETNEATON CORP PLC$309,7580.32%988CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$305,7560.32%8,179CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$303,1000.32%4,091CommonNONE
23345M107DTMDT MIDSTREAM INC$300,3720.31%4,281CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$291,6010.30%7,007CommonNONE
219350105GLWCORNING INC$288,4640.30%8,149CommonNONE
78470P507FISRSSGA ACTIVE TR$286,3900.30%11,174CommonNONE
78468R663BILSPDR SER TR$284,9220.30%3,104CommonNONE
46434G103IEMGISHARES INC$282,4550.29%5,403CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$277,1780.29%2,992CommonNONE
46429B655FLOTISHARES TR$274,4340.29%5,373CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$267,9640.28%652CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$265,9360.28%7,314CommonNONE
00888H208APRWAIM ETF PRODUCTS TRUST$265,8950.28%8,787CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$265,6070.28%9,291CommonNONE
02079K107GOOGALPHABET INC$265,1820.28%1,643CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$263,5550.27%2,202CommonNONE
464289420IWXISHARES TR$260,8610.27%3,418CommonNONE
46432F842IEFAISHARES TR$256,5630.27%3,528CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$252,3410.26%5,147CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$252,0980.26%4,342CommonNONE
921910816MGKVANGUARD WORLD FD$251,0710.26%811CommonNONE
78468R606SPHYSPDR SER TR$250,3030.26%10,775CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$244,5270.25%4,011CommonNONE
191216100KOCOCA COLA CO$243,4050.25%3,879CommonNONE
02209S103MOALTRIA GROUP INC$239,0880.25%5,375CommonNONE
00888H786FEBWAIM ETF PRODUCTS TRUST$236,8770.25%8,180CommonNONE
45783Y731BSTPINNOVATOR ETFS TRUST$228,7150.24%7,291CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$227,5720.24%2,608CommonNONE
45783Y723PSTPINNOVATOR ETFS TRUST$225,2470.23%7,390CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$212,0790.22%2,717CommonNONE
713448108PEPPEPSICO INC$208,4870.22%1,249CommonNONE
78464A805SPTMSPDR SER TR$208,4190.22%3,153CommonNONE
58933Y105MRKMERCK & CO INC$206,9850.22%1,653CommonNONE
464288885EFGISHARES TR$206,7130.22%1,994CommonNONE
464288620USIGISHARES TR$206,2590.22%4,086CommonNONE
78468R853SPSMSPDR SER TR$200,3190.21%4,701CommonNONE
27828V104XEVGXEATON VANCE SHORT DURATION D$191,1380.20%17,698CommonNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$42,4500.04%15,000CommonNONE
03062D100SPMEURAMERICAS GOLD AND SILVER COR$2,4500.00%10,253CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.