$144 Million is the total value of FC Advisory LLC's 51 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,564 | -100.0% | -0.12% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -7,805 | -100.0% | -0.12% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -2,936 | -100.0% | -0.12% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,358 | -100.0% | -0.13% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -726 | -100.0% | -0.14% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,981 | -100.0% | -0.14% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -2,789 | -100.0% | -0.15% | – |
| HYD | Exit | VANECK VECTORS ETF TRhigh yld mun etf | $0 | – | -4,059 | -100.0% | -0.15% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -2,599 | -100.0% | -0.18% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -7,259 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard World Mega Cap 300 Growth | 36 | Q4 2023 | 12.5% |
| iShares Tr Barclays Aggregate Bond Fd | 36 | Q4 2023 | 16.2% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q4 2023 | 9.8% |
| VANGUARD INDEX FDS | 36 | Q4 2023 | 9.9% |
| Vanguard Bond Index Intermed Term Bd | 36 | Q4 2023 | 8.6% |
| Vanguard Total Intl Bond Index ETF | 36 | Q4 2023 | 5.8% |
| Vanguard Index Total Stock Market Etf | 36 | Q4 2023 | 5.3% |
| ISHARES TR | 36 | Q4 2023 | 6.2% |
| Vanguard Index Vanguard Small Cap Grwth | 36 | Q4 2023 | 4.4% |
| ISHARES TR | 36 | Q4 2023 | 4.1% |
View FC Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-03 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-05-31 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-01-04 |
View FC Advisory LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.