account_balance
Investment manager · 13F filer · SEC CIK 2135269
Financial Solutions Advisory Group, Inc.
Reported value$788Mas of Sep 30, 2026
Positions190 18 new, 5 sold out
Top 10 weight59.3%SCHX alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
10.0%
AGGiShares Tr
7.9%New
QQQInvesco QQQ Tr
7.7%
SPYSPDR S&P 500 ETF Trust
6.8%
SPTSSPDR Series Trust
6.3%Trimmed −52%
ISTBiShares Tr
6.2%Trimmed −9%
SCHMSchwab Strategic Tr
5.5%
JPSTJ P Morgan Exchange Traded F
3.5%Added +78%
VTIPVanguard Malvern FDS
2.8%−14%
XLKSelect Sector SPDR Tr
2.7%
IWMiShares Tr
2.2%−3%
VEUVanguard Intl Equity Index F
2.1%−4%
SCHXSchwab Strategic Tr
10.0%
AGGiShares Tr
7.9%New
QQQInvesco QQQ Tr
7.7%
SPYSPDR S&P 500 ETF Trust
6.8%
SPTSSPDR Series Trust
6.3%Trimmed −52%
ISTBiShares Tr
6.2%
SCHMSchwab Strategic Tr
5.5%
JPSTJ P Morgan Exchange Traded F
3.5%
VTIP2.8%
XLK2.7%
IWM2.2%
VEU2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 10.0% Held
AGG iShares Tr 7.9% New
QQQ Invesco QQQ Tr 7.7% Held
SPY SPDR S&P 500 ETF Trust 6.8% HeldSPTS SPDR Series Trust 6.3% Trimmed −52%
ISTB iShares Tr 6.2% Trimmed −9%
SCHM Schwab Strategic Tr 5.5% Held
JPST J P Morgan Exchange Traded F 3.5% Added +78%
VTIP Vanguard Malvern FDS 2.8% Trimmed −14%
XLK Select Sector SPDR Tr 2.7% Held
IWM iShares Tr 2.2% Trimmed −3%
VEU Vanguard Intl Equity Index F 2.1% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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