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Home > Institutional Investor > Fc Advisory Llc > Profile

Instuitional Investor - Fc Advisory Llc

Fund Profile
Filing Period:
Fund Name: Fc Advisory Llc
Portfolio Value $258,651,482
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 110,948 $28,792,088 11.13%
2.
Vanguard Index Fds
 128,974 $21,205,898 8.19%
3.
Vanguard Intl Equity Index Funds
 VWO 371,332 $20,846,561 8.05%
4.
Vanguard Index Fds
 40,783 $12,678,709 4.9%
5.
Ishares Trust
 IEF 120,299 $11,939,678 4.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)