The Analysis of FC Advisory LLC's Holdings

Currently, FC Advisory LLC holds 117 types of securities in its portfolio with a total value $348.1M. In the most recent quarter, they have increased their positions in SMAX (+54.8K shares, valued at $1.5M), VTEB (+9.4K shares, valued at $472.2K), BIV (+5.7K shares, valued at $444.9K); decreased their positions in MGK (-1.3K shares, valued at $535.8K), ZDEK (-16.7K shares, valued at $429.1K), VUG (-832 shares, valued at $405.9K); initiated new positions in N/A (+755 shares, valued at $236.9K), N/A (+663 shares, valued at $207.6K), UJAN (+4.7K shares, valued at $204.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MGK VANGUARD WORLD FD92.6K shares-1.38%2025-12-312026-01-13

VEU VANGUARD INTL EQUITY INDEX F401.6K shares0.16%2025-12-312026-01-13

VXF VANGUARD INDEX FDS132.1K shares1.10%2025-12-312026-01-13

VUG VANGUARD INDEX FDS38.7K shares-2.11%2025-12-312026-01-13

AGG ISHARES TR144.2K shares3.05%2025-12-312026-01-13

DGRO ISHARES TR193.6K shares1.39%2025-12-312026-01-13

BIV VANGUARD BD INDEX FDS169.2K shares3.49%2025-12-312026-01-13

VBK VANGUARD INDEX FDS41.8K shares1.16%2025-12-312026-01-13

Sponsored

VNQ VANGUARD INDEX FDS122.7K shares3.29%2025-12-312026-01-13

USHY ISHARES TR286.0K shares3.14%2025-12-312026-01-13

BNDX VANGUARD CHARLOTTE FDS203.6K shares3.60%2025-12-312026-01-13

SCHP SCHWAB STRATEGIC TR323.3K shares3.55%2025-12-312026-01-13

IXUS ISHARES TR93.1K shares0.09%2025-12-312026-01-13

FLOT ISHARES TR154.3K shares3.99%2025-12-312026-01-13

VTI VANGUARD INDEX FDS23.1K shares-1.38%2025-12-312026-01-13

VEA VANGUARD TAX-MANAGED FDS90.8K shares-1.93%2025-12-312026-01-13

Sponsored

IJH ISHARES TR81.0K shares-0.61%2025-12-312026-01-13

VV VANGUARD INDEX FDS15.1K shares-1.82%2025-12-312026-01-13

IWD ISHARES TR21.1K shares-3.66%2025-12-312026-01-13

VMBS VANGUARD SCOTTSDALE FDS80.9K shares0.36%2025-12-312026-01-13

SCHG SCHWAB STRATEGIC TR107.4K shares-2.37%2025-12-312026-01-13

INVESCO QQQ TR INVESCO QQQ TR5.1K shares-0.22%2025-12-312026-01-13

IUSB ISHARES TR64.5K shares0.45%2025-12-312026-01-13

BSV VANGUARD BD INDEX FDS36.8K shares0.39%2025-12-312026-01-13

Sponsored

HDV ISHARES TR21.7K shares-8.90%2025-12-312026-01-13

AAPL APPLE INC9.6K shares-1.58%2025-12-312026-01-13

DMAX ISHARES TR97.3K shares1.16%2025-12-312026-01-13

SUB ISHARES TR23.6K shares1.32%2025-12-312026-01-13

IAGG ISHARES TR50.2K shares0.77%2025-12-312026-01-13

VIG VANGUARD SPECIALIZED FUNDS11.4K shares0.70%2025-12-312026-01-13

IDEV ISHARES TR30.0K shares1.50%2025-12-312026-01-13

BND VANGUARD BD INDEX FDS31.2K shares0.37%2025-12-312026-01-13

Sponsored

SMAX ISHARES TR80.8K shares210.82%2025-12-312026-01-13

MAXJ ISHARES TR76.3K shares-1.68%2025-12-312026-01-13

SCHH SCHWAB STRATEGIC TR93.2K shares0.05%2025-12-312026-01-13

MUB ISHARES TR16.0K shares1.80%2025-12-312026-01-13

MMAX ISHARES TR64.2K shares0.71%2025-12-312026-01-13

SHM SPDR SERIES TRUST32.3K shares-4.87%2025-12-312026-01-13

VTEB VANGUARD MUN BD FDS30.6K shares44.26%2025-12-312026-01-13

VOT VANGUARD INDEX FDS5.3K shares1.37%2025-12-312026-01-13

Sponsored

ISTB ISHARES TR30.3K shares-8.74%2025-12-312026-01-13

VWO VANGUARD INTL EQUITY INDEX F27.4K shares1.36%2025-12-312026-01-13

PFF ISHARES TR46.8K shares1.45%2025-12-312026-01-13

HYMB SPDR SERIES TRUST54.4K shares6.44%2025-12-312026-01-13

BKLN INVESCO EXCH TRADED FD TR II64.6K shares0.48%2025-12-312026-01-13

CB CHUBB LIMITED4.0K shares0.00%2025-12-312026-01-13

LLY ELI LILLY & CO1.0K shares0.00%2025-12-312026-01-13

VTIP VANGUARD MALVERN FDS21.9K shares1.67%2025-12-312026-01-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares0.06%2025-12-312026-01-13

SPYG SPDR SERIES TRUST9.7K shares-0.85%2025-12-312026-01-13

SLQD ISHARES TR19.9K shares0.78%2025-12-312026-01-13

VTV VANGUARD INDEX FDS5.2K shares2.78%2025-12-312026-01-13

VOE VANGUARD INDEX FDS5.5K shares-1.47%2025-12-312026-01-13

VT VANGUARD INTL EQUITY INDEX F6.9K shares0.73%2025-12-312026-01-13

VB VANGUARD INDEX FDS3.7K shares-1.48%2025-12-312026-01-13

VCIT VANGUARD SCOTTSDALE FDS11.3K shares5.32%2025-12-312026-01-13

Sponsored

VXUS VANGUARD STAR FDS12.6K shares0.67%2025-12-312026-01-13

BSCQ INVESCO EXCH TRD SLF IDX FD46.9K shares-7.63%2025-12-312026-01-13

MBB ISHARES TR9.1K shares-4.12%2025-12-312026-01-13

IUSG ISHARES TR5.0K shares-9.60%2025-12-312026-01-13

ZOCT INNOVATOR ETFS TRUST30.9K shares0.00%2025-12-312026-01-13

ZDEK INNOVATOR ETFS TRUST30.8K shares-35.10%2025-12-312026-01-13

IJT ISHARES TR5.6K shares-0.36%2025-12-312026-01-13

IWO ISHARES TR2.4K shares-4.29%2025-12-312026-01-13

Sponsored

SCHE SCHWAB STRATEGIC TR21.8K shares-2.06%2025-12-312026-01-13

IJJ ISHARES TR5.3K shares0.44%2025-12-312026-01-13

ESGU ISHARES TR4.6K shares0.56%2025-12-312026-01-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-2.37%2025-12-312026-01-13

VCSH VANGUARD SCOTTSDALE FDS8.3K shares-5.39%2025-12-312026-01-13

VWOB VANGUARD WHITEHALL FDS9.4K shares3.79%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR929 shares-18.22%2025-12-312026-01-13

ZJUL INNOVATOR ETFS TRUST20.8K shares9.89%2025-12-312026-01-13

Sponsored

VO VANGUARD INDEX FDS2.1K shares3.07%2025-12-312026-01-13

TIP ISHARES TR5.3K shares0.72%2025-12-312026-01-13

STIP ISHARES TR5.4K shares-1.65%2025-12-312026-01-13

IJR ISHARES TR4.4K shares0.94%2025-12-312026-01-13

VGIT VANGUARD SCOTTSDALE FDS8.8K shares11.10%2025-12-312026-01-13

VNQI VANGUARD INTL EQUITY INDEX F11.2K shares6.32%2025-12-312026-01-13

SCHD SCHWAB STRATEGIC TR18.5K shares-10.74%2025-12-312026-01-13

JNJ JOHNSON & JOHNSON2.4K shares0.63%2025-12-312026-01-13

Sponsored

HYD VANECK ETF TRUST9.2K shares0.91%2025-12-312026-01-13

GVI ISHARES TR4.2K shares-3.76%2025-12-312026-01-13

DVY ISHARES TR2.9K shares0.69%2025-12-312026-01-13

SCHI SCHWAB STRATEGIC TR17.7K shares0.27%2025-12-312026-01-13

ZAUG INNOVATOR ETFS TRUST14.8K shares0.72%2025-12-312026-01-13

NVDA NVIDIA CORPORATION2.1K shares0.00%2025-12-312026-01-13

SCHR SCHWAB STRATEGIC TR15.2K shares0.93%2025-12-312026-01-13

ZSEP INNOVATOR ETFS TRUST14.1K shares0.00%2025-12-312026-01-13

Sponsored

IEFA ISHARES TR4.1K shares0.54%2025-12-312026-01-13

IGIB ISHARES TR6.8K shares1.18%2025-12-312026-01-13

SCHX SCHWAB STRATEGIC TR13.2K shares-4.65%2025-12-312026-01-13

IWY ISHARES TR1.2K shares-0.25%2025-12-312026-01-13

RWO SPDR INDEX SHS FDS7.2K shares0.69%2025-12-312026-01-13

ITOT ISHARES TR2.0K shares0.35%2025-12-312026-01-13

IWM ISHARES TR1.2K shares0.08%2025-12-312026-01-13

EFA ISHARES TR3.1K shares0.62%2025-12-312026-01-13

Sponsored

ESGV VANGUARD WORLD FD2.4K shares0.21%2025-12-312026-01-13

IEF ISHARES TR3.0K shares1.01%2025-12-312026-01-13

UDEC INNOVATOR ETFS TRUST7.0K shares0.00%2025-12-312026-01-13

EAGG ISHARES TR5.4K shares4.47%2025-12-312026-01-13

VSGX VANGUARD WORLD FD3.6K shares1.19%2025-12-312026-01-13

UNOV INNOVATOR ETFS TRUST6.7K shares2.52%2025-12-312026-01-13

SPEM SPDR INDEX SHS FDS5.3K shares-0.17%2025-12-312026-01-13

ALPHABET INC ALPHABET INC755 sharesnew addition2025-12-312026-01-13

Sponsored

SHYD VANECK ETF TRUST10.3K shares-10.62%2025-12-312026-01-13

UJUN INNOVATOR ETFS TRUST6.1K shares0.00%2025-12-312026-01-13

SRE SEMPRA2.6K shares-11.34%2025-12-312026-01-13

CSX CSX CORP6.2K shares0.00%2025-12-312026-01-13

USEP INNOVATOR ETFS TRUST5.7K shares0.00%2025-12-312026-01-13

MSFT MICROSOFT CORP457 shares0.00%2025-12-312026-01-13

PMAR INNOVATOR ETFS TRUST4.9K shares0.00%2025-12-312026-01-13

BSCR INVESCO EXCH TRD SLF IDX FD10.9K shares-19.05%2025-12-312026-01-13

Sponsored

ES EVERSOURCE ENERGY3.2K shares0.00%2025-12-312026-01-13

IMCG ISHARES TR2.6K shares-22.10%2025-12-312026-01-13

ALPHABET INC ALPHABET INC663 sharesnew addition2025-12-312026-01-13

UJAN INNOVATOR ETFS TRUST4.7K sharesnew addition2025-12-312026-01-13

NSC NORFOLK SOUTHN CORP698 shares0.00%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available