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CIK: 0001907157
Total reported value
$287.6M
$287.6M
235 檔
33.4%
At the close of Q4 2024, Financial Connections Group, Inc. disclosed equity holdings valued at approximately $287.6M, spread across 235 reported holdings.
During Q4 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 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 14.28% | -0.43% | +2.54% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 10.23% | +0.23% | +2.05% | |
| 3 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 8.40% | -0.76% | +2.46% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 6.98% | -0.52% | — | |
| 5 | CMF | Ishares California Muni Bond | ETF-Other | 6.32% | -0.07% | -3.10% | |
| 6 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 5.12% | -0.41% | +2.34% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.55% | +0.19% | +3.02% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.41% | +0.02% | -2.80% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.00% | -0.31% | +6.65% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.91% | -0.17% | +12.91% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.14% | -0.20% | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.47% | +0.01% | -0.78% | |
| 13 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.31% | +0.16% | +7.28% | |
| 14 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 2.04% | -0.02% | +2.62% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.84% | -0.06% | — | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.31% | +0.02% | -1.54% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.25% | — | — | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.19% | -0.22% | +13.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.02% | — | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.01% | -0.06% | +27.93% | |
| 21 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.97% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | -0.07% | — | |
| 23 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 0.91% | -0.02% | -0.56% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.88% | +0.03% | -0.46% | |
| 25 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.84% | +0.01% | -1.12% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.84% | +0.01% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.04% | -0.54% | |
| 28 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.46% | — | +1.47% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.05% | +0.57% | |
| 30 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.45% | -0.04% | +108.99% | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.39% | +0.04% | +8.01% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.05% | -5.91% | |
| 33 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.27% | — | -8.14% | |
| 34 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.26% | +0.14% | — | |
| 35 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.25% | — | -0.20% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | -0.04% | -47.18% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.11% | — | |
| 38 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.22% | -0.01% | +0.03% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.20% | — | -21.72% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.20% | — | — | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | -0.02% | -3.49% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | -1.11% | |
| 43 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.17% | +0.01% | +2.06% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.16% | -0.06% | -0.66% | |
| 45 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.13% | -0.01% | — | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.12% | -0.02% | -7.78% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | +0.02% | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.10% | +0.02% | — | |
| 50 | TEQI | T Rowe Price Equity Income E | ETF-Other | 0.10% | — | -1.41% |
According to official SEC Form 13F filings, Financial Connections Group, Inc. reported a total U.S. public equity portfolio value of $287.6M across 235 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, JCPB, ESGV) accounted for 33.4% of total reported equity market value during Q4 2024.
During Q4 2024, Financial Connections Group, Inc.'s top holdings by market value included DFAU (14.3%)、JCPB (10.2%)、ESGV (8.4%). The largest single position, DFAU, represented 14.3% of total portfolio value.
In Q4 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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