HoldingsChannel.com
All Stocks Held By FC Advisory LLC
As of  03/31/2024, we find all stocks held by FC Advisory LLC to be as follows, presented in the table below with each row detailing each FC Advisory LLC position, ordered by largest to smallest position size. The all-stocks-held-by-FC Advisory LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by FC Advisory LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANGUARD WORLD FD (MGK) 107,289 -3,659 $30,750
     MGK107,289-3,659$30,750
VANGUARD INDEX FDS (VXF) 128,503 -471 $22,523
     VXF128,503-471$22,523
VANGUARD INTL EQUITY INDEX F (VEU) 374,556 +3,224 $21,968
     VEU374,556+3,224$21,968
VANGUARD INDEX FDS (VUG) 40,923 +140 $14,086
     VUG40,923+140$14,086
ISHARES TR (AGG) 122,824 +2,525 $12,029
     AGG122,824+2,525$12,029
VANGUARD INDEX FDS (VBK) 40,767 +33 $10,629
     VBK40,767+33$10,629
VANGUARD BD INDEX FDS (BIV) 139,479 +3,481 $10,517
     BIV139,479+3,481$10,517
ISHARES TR (DGRO) 175,899 -2,267 $10,213
     DGRO175,899-2,267$10,213
VANGUARD INDEX FDS (VNQ) 105,406 +1,273 $9,116
     VNQ105,406+1,273$9,116
ISHARES TR (USHY) 242,807 +5,822 $8,884
     USHY242,807+5,822$8,884
VANGUARD CHARLOTTE FDS (BNDX) 169,575 +3,635 $8,341
     BNDX169,575+3,635$8,341
VANGUARD INDEX FDS (VTI) 31,721 +51 $8,244
     VTI31,721+51$8,244
SCHWAB STRATEGIC TR 130,681 +5,351 $6,816
     SCHP130,681+5,351$6,816
ISHARES TR (IXUS) 94,682 -543 $6,425
     IXUS94,682-543$6,425
SSGA ACTIVE ETF TR (SRLN) 146,779 +3,461 $6,181
     SRLN146,779+3,461$6,181
ISHARES TR (IJH) 74,627 +59,880 $4,533
     IJH74,627+59,880$4,533
VANGUARD TAX MANAGED FDS (VEA) 88,981 +3,259 $4,464
     VEA88,981+3,259$4,464
ISHARES TR (IWD) 22,836 -1,015 $4,090
     IWD22,836-1,015$4,090
VANGUARD INDEX FDS (VV) 14,992 +1,075 $3,595
     VV14,992+1,075$3,595
VANGUARD SCOTTSDALE FDS (VMBS) 73,614 +63 $3,358
     VMBS73,614+63$3,358
ISHARES TR (IUSB) 60,483 +814 $2,757
     IUSB60,483+814$2,757
ISHARES TR (HDV) 24,800 +1,144 $2,733
     HDV24,800+1,144$2,733
VANGUARD BD INDEX FDS (BSV) 34,810 -339 $2,669
     BSV34,810-339$2,669
INVESCO QQQ TR 5,505 -42 $2,444
     QQQ5,505-42$2,444
VANGUARD SPECIALIZED FUNDS (VIG) 12,972 -121 $2,369
     VIG12,972-121$2,369
ISHARES TR (IAGG) 45,413 +734 $2,268
     IAGG45,413+734$2,268
SCHWAB STRATEGIC TR 23,046 -552 $2,137
     SCHG23,046-552$2,137
VANGUARD BD INDEX FDS (BND) 28,473 -534 $2,068
     BND28,473-534$2,068
APPLE INC 10,030 +6 $1,720
     AAPL10,030+6$1,720
ISHARES TR (MUB) 15,599 -1,155 $1,678
     MUB15,599-1,155$1,678
ISHARES TR (IDEV) 24,152 +2,181 $1,621
     IDEV24,152+2,181$1,621
SPDR SER TR (SHM) 33,285 -562 $1,579
     SHM33,285-562$1,579
INVESCO EXCH TRADED FD TR II (BKLN) 70,729 +2,102 $1,496
     BKLN70,729+2,102$1,496
SCHWAB STRATEGIC TR 71,607 +677 $1,454
     SCHH71,607+677$1,454
ISHARES TR (ISTB) 28,666 +480 $1,360
     ISTB28,666+480$1,360
ISHARES TR (PFF) 42,118 +235 $1,357
     PFF42,118+235$1,357
ELI LILLY & CO 1,672 +7 $1,301
     LLY1,672+7$1,301
VANGUARD INDEX FDS (VOT) 5,030 -6 $1,186
     VOT5,030-6$1,186
ISHARES TR (SUB) 11,242 +1,122 $1,177
     SUB11,242+1,122$1,177
VANGUARD SCOTTSDALE FDS (VCIT) 14,439 +5,806 $1,163
     VCIT14,439+5,806$1,163
CHUBB LIMITED 3,964 UNCH $1,027
     CB3,964UNCH$1,027
VANGUARD MALVERN FDS (VTIP) 21,113 +2,598 $1,011
     VTIP21,113+2,598$1,011
VANGUARD MUN BD FDS (VTEB) 19,191 +721 $971
     VTEB19,191+721$971
ISHARES TR (MBB) 9,895 -73 $915
     MBB9,895-73$915
VANGUARD INTL EQUITY INDEX F (VWO) 21,895 +995 $915
     VWO21,895+995$915
SPDR SER TR (SPYG) 11,861 -18 $868
     SPYG11,861-18$868
VANGUARD INDEX FDS (VOE) 5,211 +50 $812
     VOE5,211+50$812
VANGUARD INTL EQUITY INDEX F (VT) 7,100 +27 $785
     VT7,100+27$785
VANGUARD INDEX FDS (VTV) 4,798 +97 $781
     VTV4,798+97$781
VANECK ETF TRUST (HYD) 13,903 +251 $727
     HYD13,903+251$727
VANGUARD STAR FDS (VXUS) 11,847 -51 $714
     VXUS11,847-51$714
VANGUARD INDEX FDS (VB) 3,070 +196 $702
     VB3,070+196$702
VANGUARD SCOTTSDALE FDS (VCSH) 8,842 +44 $684
     VCSH8,842+44$684
ISHARES TR (IUSG) 5,648 -308 $662
     IUSG5,648-308$662
SPDR S&P 500 ETF TR (SPY) 1,167 +212 $610
     SPY1,167+212$610
ISHARES TR (IWO) 2,190 +3 $593
     IWO2,190+3$593
SPDR SER TR (HYMB) 22,743 -43 $584
     HYMB22,743-43$584
INVESCO EXCH TRD SLF IDX FD 28,432 -1,365 $581
     BSCP28,432-1,365$581
VANGUARD INTL EQUITY INDEX F (VNQI) 13,761 -351 $580
     VNQI13,761-351$580
BERKSHIRE HATHAWAY INC DEL      $579
     BRK.B1,378-186$579
ISHARES TR (TIP) 5,376 +7 $577
     TIP5,376+7$577
INVESCO EXCH TRD SLF IDX FD 27,342 -2,849 $573
     BSCO27,342-2,849$573
ISHARES TR (IJJ) 4,576 -81 $541
     IJJ4,576-81$541
CSX CORP 14,400 UNCH $534
     CSX14,400UNCH$534
ISHARES TR (IJR) 4,538 -186 $502
     IJR4,538-186$502
ISHARES TR (DVY) 4,024 +71 $496
     DVY4,024+71$496
VANGUARD WHITEHALL FDS (VWOB) 7,519 +349 $480
     VWOB7,519+349$480
ISHARES TR (IJT) 3,667 +4 $479
     IJT3,667+4$479
INVESCO EXCH TRD SLF IDX FD 24,867 -2,768 $478
     BSCQ24,867-2,768$478
SCHWAB STRATEGIC TR 18,429 -143 $465
     SCHE18,429-143$465
SCHWAB STRATEGIC TR 5,733 -1,166 $462
     SCHD5,733-1,166$462
ISHARES TR (GVI) 4,207 +18 $437
     GVI4,207+18$437
ISHARES TR (STIP) 4,372 UNCH $435
     STIP4,372UNCH$435
ISHARES TR (SLQD) 8,692 +410 $428
     SLQD8,692+410$428
SCHWAB STRATEGIC TR 8,502 -285 $417
     SCHR8,502-285$417
SCHWAB STRATEGIC TR 8,742 +11 $389
     SCHI8,742+11$389
JOHNSON & JOHNSON 2,403 -106 $380
     JNJ2,403-106$380
SCHWAB STRATEGIC TR 5,905 -546 $366
     SCHX5,905-546$366
ISHARES TR (ITOT) 3,157 +8 $364
     ITOT3,157+8$364
ISHARES TR (IGIB) 6,964 +183 $359
     IGIB6,964+183$359
SPDR INDEX SHS FDS (RWO) 7,674 -71 $329
     RWO7,674-71$329
VANGUARD SCOTTSDALE FDS (VGIT) 5,371 -190 $314
     VGIT5,371-190$314
ISHARES TR (IWM) 1,486 +1 $312
     IWM1,486+1$312
ASTRAZENECA PLC 4,173 UNCH $283
     AZN4,173UNCH$283
ISHARES TR (IEF) 2,827 -219 $268
     IEF2,827-219$268
INNOVATOR ETFS TRUST (UDEC) 7,858 UNCH $263
     UDEC7,858UNCH$263
VANECK ETF TRUST (SHYD) 11,701 -215 $262
     SHYD11,701-215$262
VANGUARD INDEX FDS (VO) 1,014 -85 $253
     VO1,014-85$253
MICROSOFT CORP 597 +597 $251
     MSFT597+597$251
INNOVATOR ETFS TRUST (UFEB) 7,974 +7,974 $246
     UFEB7,974+7,974$246
ISHARES TR (EFA) 2,995 UNCH $239
     EFA2,995UNCH$239
ISHARES TR (IMCG) 3,358 +7 $237
     IMCG3,358+7$237
ISHARES TR (IJK) 2,564 -168 $234
     IJK2,564-168$234
INNOVATOR ETFS TRUST (USEP) 6,872 UNCH $226
     USEP6,872UNCH$226
EVERSOURCE ENERGY 3,389 +35 $203
     ES3,389+35$203
INVESCO EXCH TRD SLF IDX FD $0 (exited)
     BSCR0-12,142$0
SEMPRA $0 (exited)
     SRE0-2,731$0
VANGUARD INDEX FDS $0 (exited)
     VOO0-533$0
VANGUARD WELLINGTON FD 0 -2,746 $0 (exited)
     VTES0-2,746$0

See Summary: FC Advisory LLC Top Holdings
See Details: Top 10 Stocks Held By FC Advisory LLC

EntityShares/Amount
Change
Position Value
Change
MSFT +597+$251
UFEB +7,974+$246
EntityShares/Amount
Change
Position Value
Change
VTES -2,746-$278
BSCR -12,142-$236
VOO -533-$233
SRE -2,731-$204
EntityShares/Amount
Change
Position Value
Change
IJH +59,880+$446
USHY +5,822+$270
VCIT +5,806+$461
SCHP +5,351+$274
BNDX +3,635+$149
BIV +3,481+$129
SRLN +3,461+$172
VEA +3,259+$358
VEU +3,224+$1,121
VTIP +2,598+$132
EntityShares/Amount
Change
Position Value
Change
MGK -3,659+$1,958
BSCO -2,849-$58
BSCQ -2,768-$55
DGRO -2,267+$624
BSCP -1,365-$29
SCHD -1,166-$63
MUB -1,155-$138
IWD -1,015+$149
SHM -562-$39
Size ($ in 1000's)
At 03/31/2024: $271,482
At 12/31/2023: $258,654

FC Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FC Advisory LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By FC Advisory LLC | www.HoldingsChannel.com

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