FINANCIAL CONSULATE, INC
Q1 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
26
- Value ($000)
$396,162
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001624510
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $90.92M | 23 % | 4,117,925 | ||
MFDX PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $59.20M | 15 % | 1,851,765 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $37.67M | 10 % | 1,637,012 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $36.90M | 9 % | 1,865,446 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $29.65M | 8 % | 894,617 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $22.36M | 6 % | 448,168 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.78M | 6 % | 779,049 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $21.19M | 5 % | 354,649 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $17.65M | 5 % | 332,863 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $16.80M | 4 % | 520,293 |
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