0001804256-22-000003.txt : 20220815 0001804256-22-000003.hdr.sgml : 20220815 20220815075232 ACCESSION NUMBER: 0001804256-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FSA Wealth Management LLC CENTRAL INDEX KEY: 0001804256 IRS NUMBER: 834392763 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20176 FILM NUMBER: 221162389 BUSINESS ADDRESS: STREET 1: 144 GOULD STREET STREET 2: SUITE 120 CITY: NEEDHAM STATE: MA ZIP: 02494 BUSINESS PHONE: 7814551020 MAIL ADDRESS: STREET 1: 144 GOULD STREET STREET 2: SUITE 120 CITY: NEEDHAM STATE: MA ZIP: 02494 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001804256 XXXXXXXX 06-30-2022 06-30-2022 FSA Wealth Management LLC

144 GOULD STREET SUITE 120 NEEDHAM MA 02494

13F HOLDINGS REPORT 028-20176 N GAVIN MORRISSEY (781) 455-1020 GAVIN MORRISSEY NEEDHAM MA 08-15-2022 0 95 36056 false INFORMATION TABLE 2 13FSAQ22022.xml TESLA INC COM EQUITY 88160R101 3125 4640 SH SOLE 0 0 4640 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 1756 8027 SH SOLE 0 0 8027 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 1705 11758 SH SOLE 0 0 11758 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 1108 27156 SH SOLE 0 0 27156 CASELLA WASTE SYSTEMS COM CL A EQUITY 147448104 1071 14734 SH SOLE 0 0 14734 INTUIT INC COM EQUITY 461202103 795 2063 SH SOLE 0 0 2063 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 593 4092 SH SOLE 0 0 4092 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 578 3986 SH SOLE 0 0 3986 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 560 7440 SH SOLE 0 0 7440 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 556 2544 SH SOLE 0 0 2544 ISHARES TRUST RUS MD CP GR ETF EQUITY 464287481 536 6769 SH SOLE 0 0 6769 ISHARES TRUST RUS MDCP VAL ETF EQUITY 464287473 518 5097 SH SOLE 0 0 5097 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 480 2195 SH SOLE 0 0 2195 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 461 2108 SH SOLE 0 0 2108 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 460 3175 SH SOLE 0 0 3175 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 459 3167 SH SOLE 0 0 3167 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 456 3143 SH SOLE 0 0 3143 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 450 8897 SH SOLE 0 0 8897 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 412 8154 SH SOLE 0 0 8154 ISHARES TRUST CORE MSCI TOTAL ETF EQUITY 46432F834 405 7101 SH SOLE 0 0 7101 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 400 7904 SH SOLE 0 0 7904 VANGUARD SHORT TRM BOND ETF EQUITY 921937827 398 5177 SH SOLE 0 0 5177 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 396 5259 SH SOLE 0 0 5259 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 396 1811 SH SOLE 0 0 1811 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 395 1805 SH SOLE 0 0 1805 APPLE INC COM EQUITY 037833100 383 2800 SH SOLE 0 0 2800 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 383 1753 SH SOLE 0 0 1753 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 372 1703 SH SOLE 0 0 1703 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 364 2513 SH SOLE 0 0 2513 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 350 2418 SH SOLE 0 0 2418 VANGUARD SHORT TRM BOND ETF EQUITY 921937827 348 4530 SH SOLE 0 0 4530 ISHARES TRUST RUS 2000 GRW ETF EQUITY 464287648 345 1671 SH SOLE 0 0 1671 VANGUARD VALUE ETF EQUITY 922908744 344 2606 SH SOLE 0 0 2606 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 343 6795 SH SOLE 0 0 6795 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 327 2256 SH SOLE 0 0 2256 ISHARES TRUST RUS 2000 VAL ETF EQUITY 464287630 326 2392 SH SOLE 0 0 2392 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 326 1491 SH SOLE 0 0 1491 VANGUARD FTSE EMR MKT ETF EQUITY 922042858 323 7762 SH SOLE 0 0 7762 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 319 7823 SH SOLE 0 0 7823 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 308 7555 SH SOLE 0 0 7555 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 308 6089 SH SOLE 0 0 6089 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 303 4025 SH SOLE 0 0 4025 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 295 2035 SH SOLE 0 0 2035 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 294 2025 SH SOLE 0 0 2025 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 274 1890 SH SOLE 0 0 1890 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 273 1249 SH SOLE 0 0 1249 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 270 1234 SH SOLE 0 0 1234 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 266 1837 SH SOLE 0 0 1837 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 265 1210 SH SOLE 0 0 1210 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 264 3504 SH SOLE 0 0 3504 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 261 1191 SH SOLE 0 0 1191 ISHARES TRUST NATIONAL MUN ETF EQUITY 464288414 259 2431 SH SOLE 0 0 2431 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 258 1780 SH SOLE 0 0 1780 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 257 6289 SH SOLE 0 0 6289 ISHARES TRUST CORE MSCI TOTAL ETF EQUITY 46432F834 253 4429 SH SOLE 0 0 4429 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 251 1146 SH SOLE 0 0 1146 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 249 1139 SH SOLE 0 0 1139 APPLE INC COM EQUITY 037833100 248 1811 SH SOLE 0 0 1811 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 248 1132 SH SOLE 0 0 1132 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 246 1699 SH SOLE 0 0 1699 SPDR SPDR NUVEEN BLOOMBERG MUNIC EQUITY 78468R721 244 5327 SH SOLE 0 0 5327 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 242 1106 SH SOLE 0 0 1106 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 240 1654 SH SOLE 0 0 1654 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 239 3180 SH SOLE 0 0 3180 COCA-COLA CO COM EQUITY 191216100 238 3790 SH SOLE 0 0 3790 SPDR SPDR NUVEEN BLOOMBERG MUNIC EQUITY 78468R721 236 5149 SH SOLE 0 0 5149 VANGUARD TOTAL BND MRKT ETF EQUITY 921937835 232 3080 SH SOLE 0 0 3080 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 230 5648 SH SOLE 0 0 5648 ISHARES TRUST CORE MSCI TOTAL ETF EQUITY 46432F834 227 3976 SH SOLE 0 0 3976 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 227 1569 SH SOLE 0 0 1569 SPDR SPDR NUVEEN BLOOMBERG MUNIC EQUITY 78468R721 226 4930 SH SOLE 0 0 4930 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 223 1542 SH SOLE 0 0 1542 SPDR SPDR NUVEEN BLOMBERG SHRT T EQUITY 78468R739 222 4704 SH SOLE 0 0 4704 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 222 1529 SH SOLE 0 0 1529 VANGUARD SHORT TRM BOND ETF EQUITY 921937827 221 2880 SH SOLE 0 0 2880 ISHARES TRUST 1-5 YEAR INVT GRADE CORP BD EQUITY 464288646 220 4360 SH SOLE 0 0 4360 VANGUARD SHORT TRM BOND ETF EQUITY 921937827 218 2842 SH SOLE 0 0 2842 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 217 1497 SH SOLE 0 0 1497 VANGUARD FTSE DEVELOPED MKTS ETF EQUITY 921943858 216 5290 SH SOLE 0 0 5290 SPDR SERIES TRUST S&P DIVID ETF EQUITY 78464A763 215 1808 SH SOLE 0 0 1808 PROCTER & GAMBLE CO COM EQUITY 742718109 215 1496 SH SOLE 0 0 1496 ISHARES TRUST CORE MSCI TOTAL ETF EQUITY 46432F834 212 3709 SH SOLE 0 0 3709 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 210 1450 SH SOLE 0 0 1450 RAYTHEON TECH CORP COM EQUITY 75513E101 207 2150 SH SOLE 0 0 2150 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 205 1413 SH SOLE 0 0 1413 UNION PACIFIC CORP COM EQUITY 907818108 205 959 SH SOLE 0 0 959 ISHARES TRUST CORE MSCI TOTAL ETF EQUITY 46432F834 203 3558 SH SOLE 0 0 3558 ISHARES TRUST RUS 1000 VAL ETF EQUITY 464287598 203 1398 SH SOLE 0 0 1398 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 203 926 SH SOLE 0 0 926 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 201 921 SH SOLE 0 0 921 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 201 918 SH SOLE 0 0 918 ISHARES TRUST RUS 1000 GRW ETF EQUITY 464287614 201 917 SH SOLE 0 0 917 ABRDN ASIA PACIFIC INCM FD INC COM EQUITY 003009107 36 12359 SH SOLE 0 0 12359 QUANTUM-SI INC COM CL A EQUITY 74765K105 23 10000 SH SOLE 0 0 10000 THE ALKALINE WATER CO INC COM EQUITY 01643A207 4 10000 SH SOLE 0 0 10000