0001683754-24-000001.txt : 20240103
0001683754-24-000001.hdr.sgml : 20240103
20240103105427
ACCESSION NUMBER: 0001683754-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240103
DATE AS OF CHANGE: 20240103
EFFECTIVENESS DATE: 20240103
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FC Advisory LLC
CENTRAL INDEX KEY: 0001683754
ORGANIZATION NAME:
IRS NUMBER: 464883229
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17541
FILM NUMBER: 24504809
BUSINESS ADDRESS:
STREET 1: 940 E BOOT ROAD
STREET 2: SUITE 101
CITY: WEST CHESTER
STATE: PA
ZIP: 19380
BUSINESS PHONE: 4848870452
MAIL ADDRESS:
STREET 1: 940 E BOOT ROAD
STREET 2: SUITE 101
CITY: WEST CHESTER
STATE: PA
ZIP: 19380
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001683754
XXXXXXXX
12-31-2023
12-31-2023
FC Advisory LLC
940 E BOOT ROAD
SUITE 101
WEST CHESTER
PA
19380
13F HOLDINGS REPORT
028-17541
000170478
N
Becky Mulhern
Compliance Coordinator
4848870452
Becky Mulhern
West Chester
PA
01-03-2024
0
97
258651482
false
INFORMATION TABLE
2
FCA13F-123123.xml
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
28792088
110948
SH
SOLE
NONE
0
0
110948
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
21205898
128974
SH
SOLE
NONE
0
0
128974
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
20846561
371332
SH
SOLE
NONE
0
0
371332
VANGUARD INDEX FDS
GROWTH ETF
922908736
12678709
40783
SH
SOLE
NONE
0
0
40783
ISHARES TR
CORE US AGGBD ET
464287226
11939678
120299
SH
SOLE
NONE
0
0
120299
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
10387517
135998
SH
SOLE
NONE
0
0
135998
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
9848171
40734
SH
SOLE
NONE
0
0
40734
ISHARES TR
CORE DIV GRWTH
46434V621
9588908
178166
SH
SOLE
NONE
0
0
178166
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
9201228
104133
SH
SOLE
NONE
0
0
104133
ISHARES TR
BROAD USD HIGH
46435U853
8614404
236985
SH
SOLE
NONE
0
0
236985
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
8191617
165940
SH
SOLE
NONE
0
0
165940
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7512748
31670
SH
SOLE
NONE
0
0
31670
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
6542207
125330
SH
SOLE
NONE
0
0
125330
ISHARES TR
CORE MSCI TOTAL
46432F834
6182928
95225
SH
SOLE
NONE
0
0
95225
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
6009317
143318
SH
SOLE
NONE
0
0
143318
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
4106077
85722
SH
SOLE
NONE
0
0
85722
ISHARES TR
CORE S&P MCP ETF
464287507
4087094
14747
SH
SOLE
NONE
0
0
14747
ISHARES TR
RUS 1000 VAL ETF
464287598
3941302
23851
SH
SOLE
NONE
0
0
23851
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
3409835
73551
SH
SOLE
NONE
0
0
73551
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
3035999
13917
SH
SOLE
NONE
0
0
13917
ISHARES TR
CORE TOTAL USD
46434V613
2748961
59669
SH
SOLE
NONE
0
0
59669
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2707141
35149
SH
SOLE
NONE
0
0
35149
ISHARES TR
CORE HIGH DV ETF
46429B663
2412705
23656
SH
SOLE
NONE
0
0
23656
INVESCO QQQ TR
UNIT SER 1
46090E103
2271805
5547
SH
SOLE
NONE
0
0
5547
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
2231120
13093
SH
SOLE
NONE
0
0
13093
ISHARES TR
CORE INTL AGGR
46435G672
2225015
44679
SH
SOLE
NONE
0
0
44679
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2133478
29007
SH
SOLE
NONE
0
0
29007
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1957668
23598
SH
SOLE
NONE
0
0
23598
APPLE INC
COM
037833100
1929978
10024
SH
SOLE
NONE
0
0
10024
ISHARES TR
NATIONAL MUN ETF
464288414
1816292
16754
SH
SOLE
NONE
0
0
16754
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1617525
33847
SH
SOLE
NONE
0
0
33847
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1468970
70930
SH
SOLE
NONE
0
0
70930
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
1453516
68627
SH
SOLE
NONE
0
0
68627
ISHARES TR
CORE MSCI INTL
46435G326
1398660
21971
SH
SOLE
NONE
0
0
21971
ISHARES TR
CORE 1 5 YR USD
46432F859
1340528
28186
SH
SOLE
NONE
0
0
28186
ISHARES TR
PFD AND INCM SEC
464288687
1306327
41883
SH
SOLE
NONE
0
0
41883
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1105777
5036
SH
SOLE
NONE
0
0
5036
ISHARES TR
SHRT NAT MUN ETF
464288158
1066969
10120
SH
SOLE
NONE
0
0
10120
ELI LILLY & CO
COM
532457108
970757
1665
SH
SOLE
NONE
0
0
1665
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
942883
18470
SH
SOLE
NONE
0
0
18470
ISHARES TR
MBS ETF
464288588
937776
9968
SH
SOLE
NONE
0
0
9968
CHUBB LIMITED
COM
H1467J104
895864
3964
SH
SOLE
NONE
0
0
3964
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
879285
18515
SH
SOLE
NONE
0
0
18515
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
858979
20900
SH
SOLE
NONE
0
0
20900
SPDR SER TR
PRTFLO S&P500 GW
78464A409
772841
11879
SH
SOLE
NONE
0
0
11879
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
748366
5161
SH
SOLE
NONE
0
0
5161
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
727673
7073
SH
SOLE
NONE
0
0
7073
VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
704837
13652
SH
SOLE
NONE
0
0
13652
VANGUARD INDEX FDS
VALUE ETF
922908744
702795
4701
SH
SOLE
NONE
0
0
4701
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
701706
8633
SH
SOLE
NONE
0
0
8633
VANGUARD STAR FDS
VG TL INTL STK F
921909768
689598
11898
SH
SOLE
NONE
0
0
11898
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
680668
8798
SH
SOLE
NONE
0
0
8798
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
630549
30191
SH
SOLE
NONE
0
0
30191
ISHARES TR
CORE S&P US GWT
464287671
620054
5956
SH
SOLE
NONE
0
0
5956
VANGUARD INDEX FDS
SMALL CP ETF
922908751
613025
2874
SH
SOLE
NONE
0
0
2874
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
609501
29797
SH
SOLE
NONE
0
0
29797
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
601045
14112
SH
SOLE
NONE
0
0
14112
ISHARES TR
TIPS BD ETF
464287176
577165
5369
SH
SOLE
NONE
0
0
5369
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
576484
22786
SH
SOLE
NONE
0
0
22786
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
557816
1564
SH
SOLE
NONE
0
0
1564
ISHARES TR
RUS 2000 GRW ETF
464287648
551716
2187
SH
SOLE
NONE
0
0
2187
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
533365
27635
SH
SOLE
NONE
0
0
27635
ISHARES TR
S&P MC 400VL ETF
464287705
531069
4657
SH
SOLE
NONE
0
0
4657
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
525212
6899
SH
SOLE
NONE
0
0
6899
ISHARES TR
CORE S&P SCP ETF
464287804
511338
4724
SH
SOLE
NONE
0
0
4724
CSX CORP
COM
126408103
499248
14400
SH
SOLE
NONE
0
0
14400
ISHARES TR
SELECT DIVID ETF
464287168
463359
3953
SH
SOLE
NONE
0
0
3953
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
460393
18572
SH
SOLE
NONE
0
0
18572
ISHARES TR
S&P SML 600 GWT
464287887
458333
3663
SH
SOLE
NONE
0
0
3663
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
457076
7170
SH
SOLE
NONE
0
0
7170
SPDR S&P 500 ETF TR
TR UNIT
78462F103
454046
955
SH
SOLE
NONE
0
0
955
ISHARES TR
INTRM GOV CR ETF
464288612
438850
4189
SH
SOLE
NONE
0
0
4189
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
436914
8787
SH
SOLE
NONE
0
0
8787
ISHARES TR
0-5 YR TIPS ETF
46429B747
431077
4372
SH
SOLE
NONE
0
0
4372
ISHARES TR
0-5YR INVT GR CP
46434V100
407497
8282
SH
SOLE
NONE
0
0
8282
JOHNSON & JOHNSON
COM
478160104
393229
2509
SH
SOLE
NONE
0
0
2509
SCHWAB STRATEGIC TR
5 10YR CORP BD
808524698
392387
8731
SH
SOLE
NONE
0
0
8731
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
363840
6451
SH
SOLE
NONE
0
0
6451
ISHARES TR
ISHS 5-10YR INVT
464288638
352626
6781
SH
SOLE
NONE
0
0
6781
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
338553
7745
SH
SOLE
NONE
0
0
7745
ISHARES TR
CORE S&P TTL STK
464287150
331344
3149
SH
SOLE
NONE
0
0
3149
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
329888
5561
SH
SOLE
NONE
0
0
5561
ISHARES TR
RUSSELL 2000 ETF
464287655
298002
1485
SH
SOLE
NONE
0
0
1485
ISHARES TR
7-10 YR TRSY BD
464287440
293604
3046
SH
SOLE
NONE
0
0
3046
ASTRAZENECA PLC
SPONSORED ADR
046353108
281052
4173
SH
SOLE
NONE
0
0
4173
VANGUARD WELLINGTON FD
SHORT TRM TAX EX
921935870
278472
2746
SH
SOLE
NONE
0
0
2746
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
263692
11916
SH
SOLE
NONE
0
0
11916
VANGUARD INDEX FDS
MID CAP ETF
922908629
255641
1099
SH
SOLE
NONE
0
0
1099
INNOVATOR ETFS TR
US EQTY ULTRA B
45782C532
251760
7858
SH
SOLE
NONE
0
0
7858
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
236231
12142
SH
SOLE
NONE
0
0
12142
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
232926
533
SH
SOLE
NONE
0
0
533
ISHARES TR
MSCI EAFE ETF
464287465
225696
2995
SH
SOLE
NONE
0
0
2995
ISHARES TR
S&P MC 400GR ETF
464287606
216413
2732
SH
SOLE
NONE
0
0
2732
ISHARES TR
MRGSTR MD CP GRW
464288307
216000
3351
SH
SOLE
NONE
0
0
3351
INNOVATOR ETFS TR
US EQTY ULTRA B
45782C649
215201
6872
SH
SOLE
NONE
0
0
6872
EVERSOURCE ENERGY
COM
30040W108
206983
3354
SH
SOLE
NONE
0
0
3354
SEMPRA
COM
816851109
204061
2731
SH
SOLE
NONE
0
0
2731