FC Advisory LLC

Q4 2024 13F Holdings

  • Location
    west chester, PA
  • Num holdings

    106

  • Value ($000)

    $298,359

  • Date Filed
    01/07/2025
  • Form type
    13F-HR
  • CIK
    0001683754
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MGK
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
$34.49M
12 %

100,440

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
$24.34M
8 %

128,143

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$22.68M
8 %

395,124

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$15.70M
5 %

38,241

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$13.20M
4 %

136,242

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$11.48M
4 %

153,559

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$11.21M
4 %

40,033

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$11.13M
4 %

181,453

VNQ
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
$9.96M
3 %

111,859

USHY
USHY

ISHARES TR

BROAD USD HIGH
$9.65M
3 %

262,269

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