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:

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45782C300

Shares:5.8K

Value:$222.6K

% of Portfolio:0.1% ($222.6K/$295.8M)

45782C565

Shares:6.5K

Value:$220.7K

% of Portfolio:0.1% ($220.7K/$295.8M)

46435U549

Shares:4.6K

Value:$219.2K

% of Portfolio:0.1% ($219.2K/$295.8M)

EVERSOURCE ENERGY

ES|30040W108

Shares:3.5K

Value:$218.6K

% of Portfolio:0.1% ($218.6K/$295.8M)

SEMPRA

SRE|816851109

Shares:2.8K

Value:$202.8K

% of Portfolio:0.1% ($202.8K/$295.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C300)✕	5.8K	QoQ +4.56% (+255) YoY NEW(+5.8K)	All Managers (Combined)	$222.6K	0.1% ($222.6K/$295.8M)	QoQ +2.39% (+$5.2K) YoY NEW(+$222.6K)
(cusip45782C565)✕	6.5K	QoQ -16.83% (-1.3K) YoY NEW(+6.5K)	All Managers (Combined)	$220.7K	0.1% ($220.7K/$295.8M)	QoQ -18.44% (-$49.9K) YoY NEW(+$220.7K)
(cusip46435U549)✕	4.6K	QoQ -3.41% (-163) YoY NEW(+4.6K)	All Managers (Combined)	$219.2K	0.1% ($219.2K/$295.8M)	QoQ -1.23% (-$2.7K) YoY NEW(+$219.2K)
EVERSOURCE ENERGY(EScusip30040W108)	3.5K	QoQ NEW(+3.5K) YoY +3.86% (+131)	All Managers (Combined)	$218.6K	0.1% ($218.6K/$295.8M)	QoQ NEW(+$218.6K) YoY +7.92% (+$16.1K)
SEMPRA(SREcusip816851109)	2.8K	QoQ +0.74% (-21) YoY NEW(+2.8K)	All Managers (Combined)	$202.8K	0.1% ($202.8K/$295.8M)	QoQ -18.03% (-$44.6K) YoY NEW(+$202.8K)