FINANCIAL CONSULATE, INC
Q3 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
1,153
- Value ($000)
$708,242
- Date Filed 10/21/2025
- Form type13F-HR
- CIK 0001624510
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $135.21M | 19 % | 5,133,075 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $74.64M | 11 % | 1,976,255 | ||
M PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $60.41M | 9 % | 1,625,269 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $42.23M | 6 % | 1,814,057 | ||
D DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $35.85M | 5 % | 1,179,624 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $31.49M | 4 % | 1,223,305 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $28.54M | 4 % | 416,923 | ||
V VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $24.97M | 4 % | 493,122 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.51M | 3 % | 788,071 | ||
F FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $20.56M | 3 % | 364,147 |
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