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Home > Institutional Investor > Fpc Investment Advisory, Inc. > Profile

Instuitional Investor - Fpc Investment Advisory, Inc.

Fund Profile
Filing Period:
Fund Name: Fpc Investment Advisory, Inc.
Portfolio Value $166,664,410
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 563,731 $27,532,623 16.52%
2.
Schwab Strategic Trust
 FNDF 1,012,791 $26,676,915 16.01%
3.
Vanguard Bond Index Funds
 BND 325,954 $25,453,748 15.27%
4.
Vanguard Intl Equity Index Funds
 VWO 247,008 $19,711,239 11.83%
5.
Ishares Trust
 IEF 110,980 $9,918,283 5.95%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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