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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
VOEVanguard Index Fds
Recent Activity
Decreased -4.11%
0.29%
$837,340
5,176 shares@ $161.78 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.66%
0.28%
$825,830
1,533 shares@ $538.71 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 2.89%
0.28%
$821,434
10,233 shares@ $80.28 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 15.93%
0.27%
$789,376
30,859 shares@ $25.59 avg price
VTVVanguard Index Fds
Recent Activity
Increased 2.39%
0.27%
$783,987
4,631 shares@ $169.3 avg price
IUSGIshares Tr
Recent Activity
Increased 0.15%
0.26%
$768,302
5,513 shares@ $139.37 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 32.27%
0.25%
$718,547
36,981 shares@ $19.44 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
ESGVVanguard World Fd
Recent Activity
Increased 103.15%
0.24%
$691,178
6,590 shares@ $104.89 avg price