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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
VOVanguard Index Fds
Recent Activity
Decreased -12.95%
0.18%
$534,305
2,023 shares@ $264.12 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 12.02%
0.18%
$531,754
8,420 shares@ $63.16 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -1.15%
0.17%
$500,851
18,808 shares@ $26.63 avg price
STIPIshares Tr
Recent Activity
Increased 3.08%
0.17%
$495,781
4,928 shares@ $100.61 avg price
GVIIshares Tr
Recent Activity
Increased 5.61%
0.17%
$495,186
4,751 shares@ $104.23 avg price
IJRIshares Tr
Recent Activity
Decreased -4.81%
0.17%
$489,298
4,247 shares@ $115.22 avg price
DVYIshares Tr
Recent Activity
Decreased -3.25%
0.16%
$464,726
3,540 shares@ $131.28 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 7.61%
0.15%
$431,017
7,431 shares@ $58.01 avg price
CSXCsx Corp
Recent Activity
Decreased -14.01%
0.14%
$399,567
12,382 shares@ $32.27 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 100.51%
0.14%
$388,422
17,600 shares@ $22.07 avg price