FINANCIAL CONSULATE, INC
Q2 2026 13F Holdings
- Locationhunt valley, MD
- Num holdings
1,449
- Value ($000)
$898,550
- Date Filed 07/23/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $155.01M | 17 % | 5,266,972 | ||
DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | $88.04M | 10 % | 2,109,650 | ||
PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $70.99M | 8 % | 1,704,901 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $53.27M | 6 % | 1,923,183 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $44.42M | 5 % | 1,301,772 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $38.38M | 4 % | 347,758 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $37.1M | 4 % | 738,693 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $35.66M | 4 % | 433,095 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $32.85M | 4 % | 1,078,457 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $26.98M | 3 % | 328,601 |
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