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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
BNDXVanguard Charlotte Fds
Recent Activity
Increased 4.12%
3.15%
$9.395M
191,538 shares@ $49.06 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6%
2.78%
$8.266M
28,522 shares@ $289.81 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 108.91%
2.57%
$7.659M
296,508 shares@ $25.84 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 6.2%
2.37%
$7.043M
168,785 shares@ $41.73 avg price
IXUSIshares Tr
Recent Activity
Decreased -0.17%
2.07%
$6.176M
93,376 shares@ $66.15 avg price
IJHIshares Tr
Recent Activity
Increased 1.04%
1.55%
$4.603M
73,876 shares@ $62.32 avg price
VVVanguard Index Fds
Recent Activity
Increased 3.85%
1.55%
$4.603M
17,067 shares@ $269.7 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.49%
1.43%
$4.241M
88,687 shares@ $47.83 avg price
IWDIshares Tr
Recent Activity
Decreased -2.68%
1.37%
$4.082M
22,050 shares@ $185.13 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 1.78%
1.17%
$3.486M
76,875 shares@ $45.35 avg price