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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
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
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 1.78%
1.17%
$3.486M
76,875 shares@ $45.35 avg price
IUSBIshares Tr
Recent Activity
Increased 2.95%
0.98%
$2.905M
64,278 shares@ $45.21 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 1.86%
0.94%
$2.8M
36,232 shares@ $77.28 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.15%
0.93%
$2.772M
5,421 shares@ $511.27 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 292.05%
0.82%
$2.434M
87,347 shares@ $27.87 avg price
IAGGIshares Tr
Recent Activity
Increased 3.4%
0.78%
$2.315M
46,368 shares@ $49.93 avg price
IDEVIshares Tr
Recent Activity
Increased 13.46%
0.7%
$2.069M
32,100 shares@ $64.47 avg price
MUBIshares Tr
Recent Activity
Increased 7.71%
0.66%
$1.944M
18,247 shares@ $106.55 avg price