$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,545 | -100.0% | -0.10% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,564 | -100.0% | -0.10% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -10,022 | -100.0% | -0.10% | – |
| FLTR | Exit | VANECK ETF TRUSTinvestment grd | $0 | – | -10,583 | -100.0% | -0.12% | – |
| RHS | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $0 | – | -1,591 | -100.0% | -0.13% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -4,341 | -100.0% | -0.13% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -7,833 | -100.0% | -0.16% | – |
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 | 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.