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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
MUBIshares Tr
Recent Activity
Increased 7.71%
0.66%
$1.944M
18,247 shares@ $106.55 avg price
SUBIshares Tr
Recent Activity
Increased 1.15%
0.55%
$1.628M
15,436 shares@ $105.49 avg price
SCHHSchwab Strategic Tr
Recent Activity
Increased 5.37%
0.55%
$1.611M
76,510 shares@ $21.06 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 0.7%
0.54%
$1.596M
33,672 shares@ $47.39 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 2.53%
0.52%
$1.544M
73,256 shares@ $21.08 avg price
ISTBIshares Tr
Recent Activity
Increased 0.79%
0.51%
$1.495M
31,286 shares@ $47.78 avg price
PFFIshares Tr
Recent Activity
Increased 1.47%
0.46%
$1.367M
43,479 shares@ $31.44 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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 9.61%
0.4%
$1.166M
26,483 shares@ $44.05 avg price