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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
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
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
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
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.03%
0.75%
$2.232M
31,033 shares@ $71.92 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.17%
0.72%
$2.125M
10,849 shares@ $195.84 avg price
IDEVIshares Tr
Recent Activity
Increased 13.46%
0.7%
$2.069M
32,100 shares@ $64.47 avg price