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\Bbecky Mulhern

@Fc Advisory Llc

Latest period2024 - Q4ReportedManaged Assets$298.359MTotal holdings106
Assets growth rate0.34%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fc Advisory Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Fc Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 298.359M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by \Bbecky Mulhern, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MGKVanguard World Fd
Recent Activity
Decreased -3.6%
11.57%
$34.492M
100,440 shares@ $343.42 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -0.57%
8.16%
$24.345M
128,143 shares@ $189.99 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.26%
5.27%
$15.696M
38,241 shares@ $410.45 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -0.46%
3.76%
$11.212M
40,033 shares@ $280.06 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6%
2.78%
$8.266M
28,522 shares@ $289.81 avg price
IXUSIshares Tr
Recent Activity
Decreased -0.17%
2.07%
$6.176M
93,376 shares@ $66.15 avg price
IWDIshares Tr
Recent Activity
Decreased -2.68%
1.37%
$4.082M
22,050 shares@ $185.13 avg price
HDVIshares Tr
Recent Activity
Decreased -0.64%
0.93%
$2.746M
24,465 shares@ $112.26 avg price
AAPLApple Inc
Recent Activity
Decreased -0.02%
0.85%
$2.514M
10,040 shares@ $250.42 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.03%
0.75%
$2.232M
31,033 shares@ $71.92 avg price