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CIK: 0001907157
Total reported value
$287.6M
$287.6M
216 檔
32.7%
In Q3 2024, Financial Connections Group, Inc.'s U.S. equity holdings reached a combined market value of $287.6M, distributed across 216 disclosed stock positions.
During Q3 2024, Financial Connections Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 13.96% | -0.43% | -1.59% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.73% | +0.23% | +15.25% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 8.13% | -0.76% | +7.88% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 6.77% | -0.07% | -3.67% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 6.68% | -0.52% | -0.05% | |
| 6 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 5.05% | -0.41% | +7.80% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.04% | +0.02% | -2.10% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 4.85% | +0.19% | +4.34% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.24% | -0.31% | +2.30% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.57% | -0.17% | +10.64% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.78% | -0.14% | -1.90% | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.67% | +0.01% | -1.02% | |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.38% | +0.16% | +6.56% | |
| 14 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.27% | -0.02% | +5.35% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.83% | -0.06% | — | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.36% | +0.02% | -7.34% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.30% | — | -2.36% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.09% | -0.22% | +18.85% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.02% | -1.15% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.00% | +0.03% | -0.50% | |
| 21 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.97% | -0.02% | -9.10% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.07% | — | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.87% | +0.01% | -0.87% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.83% | -0.06% | +37.97% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.82% | +0.01% | -1.21% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.04% | +1.69% | |
| 27 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.48% | — | +2.95% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.05% | -1.69% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.38% | +0.04% | +5.99% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.05% | -6.64% | |
| 31 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.31% | — | -0.63% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.04% | -9.08% | |
| 33 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.27% | — | -1.89% | |
| 34 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.25% | — | -0.81% | |
| 35 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.25% | -0.04% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.11% | -1.38% | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.22% | -0.01% | +1.18% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.22% | — | — | |
| 39 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.18% | +0.01% | +0.96% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.18% | -0.06% | -4.36% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.02% | -18.68% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | -0.01% | -10.65% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.14% | -0.02% | — | |
| 44 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.13% | -0.01% | -10.92% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.12% | +0.02% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.02% | -13.24% | |
| 47 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.10% | — | -7.27% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.10% | — | -12.83% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | — |
According to official SEC Form 13F filings, Financial Connections Group, Inc. reported a total U.S. public equity portfolio value of $287.6M across 216 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, JCPB, ESGV) accounted for 32.7% of total reported equity market value during Q3 2024.
During Q3 2024, Financial Connections Group, Inc.'s top holdings by market value included DFAU (14.0%)、JCPB (10.7%)、ESGV (8.1%). The largest single position, DFAU, represented 14.0% of total portfolio value.
In Q3 2024, Financial Connections Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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