FINANCIAL CONSULATE, INC
Q1 2026 13F Holdings
- Locationhunt valley, MD
- Num holdings
1,402
- Value ($000)
$802,591
- Date Filed 04/21/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $133.13M | 17 % | 5,192,173 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $74.94M | 9 % | 2,038,669 | ||
PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $67.15M | 8 % | 1,686,385 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $45.9M | 6 % | 1,854,408 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $39.84M | 5 % | 1,236,578 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $36.29M | 5 % | 328,716 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $35.26M | 4 % | 705,949 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $30.06M | 4 % | 422,592 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $28.28M | 4 % | 1,039,540 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $26.69M | 3 % | 323,277 |
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