FINANCIAL CONSULATE, INC
Q2 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
37
- Value ($000)
$506,510
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $114.94M | 23 % | 4,703,142 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $66.65M | 13 % | 1,874,235 | ||
MFDX PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $58.50M | 12 % | 1,627,837 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $40.44M | 8 % | 1,829,904 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $34.12M | 7 % | 1,422,825 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $25.34M | 5 % | 397,666 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $24.55M | 5 % | 832,618 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $23.55M | 5 % | 468,427 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.19M | 4 % | 799,472 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $19.53M | 4 % | 359,563 |
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