$197 Million is the total value of FC Advisory LLC's 82 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | New | SPDR SER TRnuveen blmbrg sh | $862,000 | – | 18,693 | +100.0% | 0.44% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $583,000 | – | 7,846 | +100.0% | 0.30% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $346,000 | – | 6,901 | +100.0% | 0.18% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $338,000 | – | 8,036 | +100.0% | 0.17% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $326,000 | – | 4,010 | +100.0% | 0.16% | – |
| SCHR | New | SCHWAB STRATEGIC TRint-trm u.s tres | $264,000 | – | 5,374 | +100.0% | 0.13% | – |
| USHY | New | ISHARES TRbroad usd high | $204,000 | – | 6,071 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-11
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.