Fc-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "IJR",
  "IWD",
  "VGIT",
  null,
  null,
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  null,
  null,
  "SCHX",
  "SRE",
  "SPYG",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  null,
  "VWO",
  null,
  null,
  "VCIT",
  "VIG",
  "IWO",
  "IEF",
  null,
  "ES",
  null,
  null,
  null,
  "ESGD",
  "VEU",
  "ESGV",
  "VUG",
  "VEA",
  "VNQI",
  null,
  null,
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "IUSG",
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  null,
  null,
  "IXUS",
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "BRK-B",
  "CB",
  "CSX",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "JNJ",
  "LLY",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 105
Total Value: 295839137
Accession Number: 0001683754-25-000002
Form Type: 13F-HR
CIK: fc-advisory
Manager Name: Fc-Advisory

Data Enrichment

57% identified

60 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

105 positions • $295.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45784N858

Shares:48.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.8M)

78467V608

Shares:27.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.8M)

922020805

Shares:21.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.8M)

922907746

VTEB|922907746

Shares:21.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$295.8M)

92189H409

Shares:19.2K

Value:$982.5K

% of Portfolio:0.3% ($982.5K/$295.8M)

46434V100

Shares:19.5K

Value:$980.7K

% of Portfolio:0.3% ($980.7K/$295.8M)

46138J825

Shares:44.8K

Value:$925.5K

% of Portfolio:0.3% ($925.5K/$295.8M)

464288588

Shares:9.5K

Value:$890.3K

% of Portfolio:0.3% ($890.3K/$295.8M)

922908512

VOE|922908512

Shares:5.5K

Value:$882.8K

% of Portfolio:0.3% ($882.8K/$295.8M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$881.2K

% of Portfolio:0.3% ($881.2K/$295.8M)

922908744

VTV|922908744

Shares:4.9K

Value:$852.3K

% of Portfolio:0.3% ($852.3K/$295.8M)

922908751

VB|922908751

Shares:3.8K

Value:$836.9K

% of Portfolio:0.3% ($836.9K/$295.8M)

92206C870

VCIT|92206C870

Shares:9.9K

Value:$808.2K

% of Portfolio:0.3% ($808.2K/$295.8M)

922042742

VT|922042742

Shares:6.8K

Value:$793.0K

% of Portfolio:0.3% ($793.0K/$295.8M)

922908363

VOO|922908363

Shares:1.5K

Value:$790.5K

% of Portfolio:0.3% ($790.5K/$295.8M)

78464A409

SPYG|78464A409

Shares:9.7K

Value:$782.6K

% of Portfolio:0.3% ($782.6K/$295.8M)

45784N700

Shares:30.9K

Value:$778.4K

% of Portfolio:0.3% ($778.4K/$295.8M)

78464A284

Shares:29.9K

Value:$754.2K

% of Portfolio:0.3% ($754.2K/$295.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$741.4K

% of Portfolio:0.3% ($741.4K/$295.8M)

46138J791

Shares:37.3K

Value:$727.3K

% of Portfolio:0.2% ($727.3K/$295.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45784N858)✕	48.0K	QoQ NEW(+48.0K) YoY NEW(+48.0K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.8M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip78467V608)✕	27.0K	QoQ -83.99% (-141.8K) YoY -81.59% (-119.8K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.8M)	QoQ -84.22% (-$5.9M) YoY -82.02% (-$5.1M)
(cusip922020805)✕	21.6K	QoQ +0.06% (+14) YoY +2.24% (+474)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.8M)	QoQ +3.12% (+$32.6K) YoY +6.53% (+$66.1K)
(VTEBcusip922907746)	21.2K	QoQ -6.62% (-1.5K) YoY +10.24% (+2.0K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$295.8M)	QoQ -7.57% (-$86.0K) YoY +8.11% (+$78.8K)
(cusip92189H409)✕	19.2K	QoQ +6.82% (+1.2K) YoY +38.08% (+5.3K)	All Managers (Combined)	$982.5K	0.3% ($982.5K/$295.8M)	QoQ +5.32% (+$49.6K) YoY +35.22% (+$255.9K)
(cusip46434V100)✕	19.5K	QoQ +0.34% (+68) YoY +124.39% (+10.8K)	All Managers (Combined)	$980.7K	0.3% ($980.7K/$295.8M)	QoQ +1.44% (+$14.0K) YoY +129.23% (+$552.9K)
(cusip46138J825)✕	44.8K	QoQ +1.97% (+868) YoY +57.39% (+16.3K)	All Managers (Combined)	$925.5K	0.3% ($925.5K/$295.8M)	QoQ +2.12% (+$19.3K) YoY +59.32% (+$344.6K)
(cusip464288588)✕	9.5K	QoQ -0.13% (-13) YoY -4.06% (-402)	All Managers (Combined)	$890.3K	0.3% ($890.3K/$295.8M)	QoQ +2.15% (-$18.8K) YoY -2.65% (-$24.3K)
(VOEcusip922908512)	5.5K	QoQ +6.24% (+323) YoY +5.52% (+288)	All Managers (Combined)	$882.8K	0.3% ($882.8K/$295.8M)	QoQ +5.42% (+$45.5K) YoY +8.66% (+$70.4K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ -35.13% (-578) YoY -36.18% (-605)	All Managers (Combined)	$881.2K	0.3% ($881.2K/$295.8M)	QoQ -30.62% (-$389.0K) YoY -32.26% (-$419.8K)
(VTVcusip922908744)	4.9K	QoQ +6.54% (+303) YoY +2.83% (+136)	All Managers (Combined)	$852.3K	0.3% ($852.3K/$295.8M)	QoQ +8.71% (+$68.3K) YoY +9.07% (+$70.9K)
(VBcusip922908751)	3.8K	QoQ -1.17% (-45) YoY +22.93% (+704)	All Managers (Combined)	$836.9K	0.3% ($836.9K/$295.8M)	QoQ -8.78% (-$80.6K) YoY +19.25% (+$135.2K)
(VCITcusip92206C870)	9.9K	QoQ -3.40% (-348) YoY -31.53% (-4.6K)	All Managers (Combined)	$808.2K	0.3% ($808.2K/$295.8M)	QoQ -1.61% (-$13.3K) YoY -30.48% (-$354.3K)
(VTcusip922042742)	6.8K	QoQ -10.36% (-791) YoY -3.67% (-261)	All Managers (Combined)	$793.0K	0.3% ($793.0K/$295.8M)	QoQ -11.53% (-$103.4K) YoY +1.07% (-$8.4K)
(VOOcusip922908363)	1.5K	QoQ +0.32% (-5) YoY NEW(+1.5K)	All Managers (Combined)	$790.5K	0.3% ($790.5K/$295.8M)	QoQ -4.27% (-$35.3K) YoY NEW(+$790.5K)
(SPYGcusip78464A409)	9.7K	QoQ +0.10% (-10) YoY -17.89% (-2.1K)	All Managers (Combined)	$782.6K	0.3% ($782.6K/$295.8M)	QoQ -8.47% (-$72.5K) YoY -9.79% (-$85.0K)
(cusip45784N700)✕	30.9K	QoQ NEW(+30.9K) YoY NEW(+30.9K)	All Managers (Combined)	$778.4K	0.3% ($778.4K/$295.8M)	QoQ NEW(+$778.4K) YoY NEW(+$778.4K)
(cusip78464A284)✕	29.9K	QoQ -3.09% (-954) YoY +31.49% (+7.2K)	All Managers (Combined)	$754.2K	0.3% ($754.2K/$295.8M)	QoQ -4.45% (-$35.2K) YoY +29.08% (+$169.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ 0.00% (+0) YoY +1.01% (+14)	All Managers (Combined)	$741.4K	0.3% ($741.4K/$295.8M)	QoQ +17.49% (+$110.4K) YoY +27.93% (+$161.9K)
(cusip46138J791)✕	37.3K	QoQ +0.95% (+355) YoY +50.14% (+12.5K)	All Managers (Combined)	$727.3K	0.2% ($727.3K/$295.8M)	QoQ +1.21% (+$8.7K) YoY +52.25% (+$249.6K)