Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FSC WEALTH ADVISORS LLC | 07-17-2024 | 06-30-2024 | 292 | 135,447,726 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL DYNAMICS CORP | COM | 101 | $194,444 | 670 | 0.00 | 0.00 | 232 | 52.97 | 06-30-2024 |
ISHARES TR | 20+ YEAR TR BD | 102 | $186,975 | 7,281 | 0.00 | 0.00 | 253 | 3.60 | 06-30-2024 |
ISHARES TR | 20 YR TR BD ETF | 103 | $185,487 | 2,021 | 0.00 | 0.00 | 68 | 3.48 | 06-30-2024 |
EXXON MOBIL CORP | COM | 104 | $179,534 | 1,560 | 0.00 | 0.00 | 7 | 0.45 | 06-30-2024 |