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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.18%
0.24%
$687,525
1,173 shares@ $586.13 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -2.26%
0.23%
$671,022
8,602 shares@ $78.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.22%
$630,966
1,392 shares@ $453.29 avg price
IJTIshares Tr
Recent Activity
Increased 0.16%
0.21%
$609,395
4,502 shares@ $135.37 avg price
TIPIshares Tr
Recent Activity
Increased 2.04%
0.2%
$587,189
5,511 shares@ $106.55 avg price
ZJULInnovator Etfs Trust
Recent Activity
Decreased -10.51%
0.2%
$583,486
21,574 shares@ $27.05 avg price
IJJIshares Tr
Recent Activity
Decreased -0.43%
0.2%
$574,309
4,596 shares@ $124.96 avg price
ZSEPInnovator Etfs Trust
Recent Activity
0.19%
$559,309
22,301 shares@ $25.08 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 202.33%
0.19%
$551,642
20,192 shares@ $27.32 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Decreased -1%
0.19%
$538,205
13,605 shares@ $39.56 avg price