MA
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Mezzasalma Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Mezzasalma Advisors’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.72M Sell
144,099
-5,694
-4% -$158K 0.95% 26
2025
Q4 		$3.84M Buy
149,793
+3,680
+3% +$96.1K 0.92% 29
2025
Q3 		$3.76M Buy
146,113
+1,447
+1% +$35.9K 0.96% 22
2025
Q2 		$3.47M Buy
144,666
+1,574
+1% +$35.8K 1.04% 24
2025
Q1 		$3.29M Buy
143,092
+1,095
+0.8% +$25.9K 1.14% 22
2024
Q4 		$3.3M Sell
141,997
-4,343
-3% -$103K 1.07% 21
2024
Q3 		$3.43M Sell
146,340
-348
-0.2% -$7.86K 1.35% 20
2024
Q2 		$3.21M Buy
146,688
+64,170
+78% +$1.39M 1.38% 20
2024
Q1 		$1.82M Buy
82,518
+65,517
+385% +$1.37M 0.86% 24
2023
Q4 		$346K Buy
+17,001
New +$322K 0.19% 62

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return