$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $638,000 | +30.5% | 3,863 | 0.0% | 0.38% | +12.1% | |
| CB | CHUBB LIMITED | $609,000 | +13.4% | 4,807 | 0.0% | 0.36% | -2.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $372,000 | -2.4% | 2,083 | 0.0% | 0.22% | -16.3% | |
| CSX | CSX CORP | $335,000 | +21.8% | 4,800 | 0.0% | 0.20% | +4.7% | |
| LLY | LILLY ELI & CO | $276,000 | +18.5% | 1,679 | 0.0% | 0.16% | +1.9% |
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 | 38 | Q2 2024 | 12.5% |
| iShares Tr Barclays Aggregate Bond Fd | 38 | Q2 2024 | 16.2% |
| VANGUARD INTL EQUITY INDEX F | 38 | Q2 2024 | 9.8% |
| VANGUARD INDEX FDS | 38 | Q2 2024 | 9.9% |
| Vanguard Bond Index Intermed Term Bd | 38 | Q2 2024 | 8.6% |
| Vanguard Total Intl Bond Index ETF | 38 | Q2 2024 | 5.8% |
| Vanguard Index Total Stock Market Etf | 38 | Q2 2024 | 5.3% |
| Vanguard Index Vanguard Small Cap Grwth | 38 | Q2 2024 | 4.4% |
| ISHARES TR | 38 | Q2 2024 | 6.2% |
| ISHARES TR | 38 | Q2 2024 | 4.1% |
View FC Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-08 |
| 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 |
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.