test

\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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 16.19%
0.39%
$1.136M
22,659 shares@ $50.13 avg price
CBChubb Limited
Recent Activity
0.37%
$1.095M
3,964 shares@ $276.3 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 1.04%
0.36%
$1.045M
21,573 shares@ $48.42 avg price
SLQDIshares Tr
Recent Activity
Increased 0.69%
0.33%
$966,732
19,436 shares@ $49.74 avg price
HYDVaneck Etf Trust
Recent Activity
Increased 9.24%
0.32%
$932,890
17,971 shares@ $51.92 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.97%
0.31%
$917,536
3,819 shares@ $240.26 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 45.91%
0.31%
$906,185
43,883 shares@ $20.66 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 6.72%
0.31%
$896,406
7,630 shares@ $117.49 avg price
MBBIshares Tr
Recent Activity
Increased 0.37%
0.3%
$871,483
9,506 shares@ $91.68 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -18.05%
0.29%
$855,102
9,728 shares@ $87.91 avg price