FIDUCIARY FINANCIAL GROUP, LLC
Q1 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
283
- Value ($000)
$459,461
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001925420
- 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 |
|---|---|---|---|---|---|---|---|
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $39.28M | 9 % | 1,616,486 | ||
AAPL APPLE INC | COM | 037833100 | $33.04M | 7 % | 173,521 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $19.45M | 4 % | 634,751 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $18.24M | 4 % | 181,609 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $18.18M | 4 % | 616,273 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $17.22M | 4 % | 473,678 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $15.85M | 4 % | 198,410 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $14.34M | 3 % | 594,954 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $10.74M | 2 % | 142,575 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.40M | 2 % | 181,281 |
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