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Jacob Myrvik

@Fsb Premier Wealth Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$244.009MTotal holdings204
Assets growth rate10.17%Assets growth rate (2-Q avg)6.63%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fsb Premier Wealth Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Fsb Premier Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 244.009M in assets, with a quarterly growth rate of 10.17% and a 2-quarter average growth rate of 6.63%. The portfolio is managed by Jacob Myrvik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -32.46%
1.07%
$2.608M
71,690 shares@ $36.39 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -25.69%
1.05%
$2.554M
32,273 shares@ $79.14 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.85%
0.96%
$2.33M
55,135 shares@ $42.27 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -21.4%
0.96%
$2.323M
28,933 shares@ $80.31 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -12.04%
0.94%
$2.274M
12,497 shares@ $181.99 avg price
FDTFirst Tr Exch Trd Alphdx Fd
Recent Activity
Decreased -29.85%
0.83%
$2.017M
34,979 shares@ $57.67 avg price
FFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.68%
0.72%
$1.756M
36,169 shares@ $48.57 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -4.85%
0.63%
$1.526M
32,316 shares@ $47.21 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -5.73%
0.55%
$1.342M
17,121 shares@ $78.37 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -4.84%
0.55%
$1.322M
17,589 shares@ $75.17 avg price