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Fpc Investment Advisory, Inc.

Portfolio Manager
Fpc Investment Advisory, Inc.
Performance
-2.39% (2026 Q1)
AUM (13F)
$200.55M
# of Holdings
34
Performance Rank
Allocation (Top 20)
98.05%

Fpc Investment Advisory, Inc. Holdings Map

Top 34 Fpc Investment Advisory, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
17.03%1.21M$34.1M
+13.49%(+144.22K)
2025-Q1: 958.4K shares2025-Q2: 1.02M shares2025-Q3: 1.01M shares2025-Q4: 1.07M shares2026-Q1: 1.21M shares
$23.41(+24.59%)
2026-03-31
ISTB
ISHARES TR
15.82%653.5K$31.7M
+7.96%(+48.21K)
2025-Q1: 505.4K shares2025-Q2: 545.3K shares2025-Q3: 563.7K shares2025-Q4: 605.3K shares2026-Q1: 653.5K shares
$48.03(+0.45%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
14.99%388.4K$30.1M
+10.36%(+36.48K)
2025-Q1: 280.7K shares2025-Q2: 306.3K shares2025-Q3: 326.0K shares2025-Q4: 351.9K shares2026-Q1: 388.4K shares
$76.41(+0.28%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
12.13%279.5K$24.3M
+10.39%(+26.31K)
2025-Q1: 238.5K shares2025-Q2: 244.3K shares2025-Q3: 247.0K shares2025-Q4: 253.2K shares2026-Q1: 279.5K shares
$68.75(+27.42%)
2026-03-31
TLT
ISHARES TR
5.33%123.2K$10.7M
+4.56%(+5.37K)
2025-Q1: 107.5K shares2025-Q2: 110.2K shares2025-Q3: 111.0K shares2025-Q4: 117.9K shares2026-Q1: 123.2K shares
$94.54(-10.30%)
2026-03-31
VGT
VANGUARD WORLD FD
4.72%90.8K$9.5M
+706.03%(+79.57K)
2025-Q1: 11.7K shares2025-Q2: 11.7K shares2025-Q3: 11.3K shares2025-Q4: 11.3K shares2026-Q1: 90.8K shares
$87.64(+29.45%)
2026-03-31
AAPL
APPLE INC
4.52%33.5K$9.1M
-4.99%(-1.76K)
2025-Q1: 39.7K shares2025-Q2: 36.1K shares2025-Q3: 35.5K shares2025-Q4: 35.2K shares2026-Q1: 33.5K shares
$182.61(+63.67%)
2026-03-31
BNDX
VANGUARD CHARLOTTE FDS
4.15%172.6K$8.3M
+36.61%(+46.26K)
2025-Q1: 92.8K shares2025-Q2: 107.0K shares2025-Q3: 112.1K shares2025-Q4: 126.4K shares2026-Q1: 172.6K shares
$49.00(-2.25%)
2026-03-31
EWJ
ISHARES INC
4.12%94.6K$8.3M
+39.91%(+26.98K)
2025-Q1: 64.6K shares2025-Q2: 67.0K shares2025-Q3: 66.5K shares2025-Q4: 67.6K shares2026-Q1: 94.6K shares
$72.65(+28.13%)
2026-03-31
BND
VANGUARD BD INDEX FDS
3.83%104.1K$7.7M
-6.22%(-6.90K)
2025-Q1: 119.1K shares2025-Q2: 118.2K shares2025-Q3: 111.3K shares2025-Q4: 111.0K shares2026-Q1: 104.1K shares
$73.00(+0.24%)
2026-03-31

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