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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
MGKVanguard World Fd
Recent Activity
Decreased -3.6%
11.57%
$34.492M
100,440 shares@ $343.42 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -0.57%
8.16%
$24.345M
128,143 shares@ $189.99 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 3.34%
7.61%
$22.684M
395,124 shares@ $57.41 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.26%
5.27%
$15.696M
38,241 shares@ $410.45 avg price
AGGIshares Tr
Recent Activity
Increased 3.06%
4.43%
$13.202M
136,242 shares@ $96.9 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 3.85%
3.85%
$11.475M
153,559 shares@ $74.73 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -0.46%
3.76%
$11.212M
40,033 shares@ $280.06 avg price
DGROIshares Tr
Recent Activity
Increased 1.46%
3.74%
$11.13M
181,453 shares@ $61.34 avg price
VNQVanguard Index Fds
Recent Activity
Increased 3.1%
3.34%
$9.964M
111,859 shares@ $89.08 avg price
USHYIshares Tr
Recent Activity
Increased 2.98%
3.24%
$9.649M
262,269 shares@ $36.8 avg price