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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.17%
0.72%
$2.125M
10,849 shares@ $195.84 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.12%
0.43%
$1.27M
1,645 shares@ $772.18 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -2.29%
0.42%
$1.251M
4,931 shares@ $253.76 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.97%
0.31%
$917,536
3,819 shares@ $240.26 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -18.05%
0.29%
$855,102
9,728 shares@ $87.91 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -4.11%
0.29%
$837,340
5,176 shares@ $161.78 avg price
IWOIshares Tr
Recent Activity
Decreased -0.08%
0.25%
$716,454
2,489 shares@ $287.85 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.49%
0.24%
$693,661
11,771 shares@ $58.93 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.26%
0.23%
$671,022
8,602 shares@ $78.01 avg price
ZJULInnovator Etfs Trust
Recent Activity
Decreased -10.51%
0.2%
$583,486
21,574 shares@ $27.05 avg price