$168 Million is the total value of FC Advisory LLC's 55 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,039,000 | +20.0% | 51,361 | -1.2% | 4.78% | +3.1% |
| IXUS | Sell | ISHARES TRcore msci total | $4,722,000 | +13.4% | 86,614 | -2.2% | 2.81% | -2.6% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $3,674,000 | -1.0% | 67,580 | -0.8% | 2.19% | -14.9% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $2,097,000 | +3.6% | 34,941 | -0.8% | 1.25% | -11.0% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $943,000 | +0.3% | 17,411 | -2.0% | 0.56% | -13.8% |
| IGIB | Sell | ISHARES TRintrm tr crp etf | $901,000 | +8.4% | 14,921 | -1.4% | 0.54% | -6.8% |
| HYMB | Sell | SPDR SER TRnuveen bbg brcly | $607,000 | +1.2% | 10,766 | -1.8% | 0.36% | -13.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $601,000 | +8.7% | 6,036 | -2.8% | 0.36% | -6.5% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $225,000 | +0.4% | 10,537 | -1.3% | 0.13% | -13.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-08
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.