FIDUCIARY FINANCIAL GROUP, LLC
Q2 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
298
- Value ($000)
$553,185
- Date Filed07/03/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $43.04M | 8 % | 1,772,706 | ||
AAPL APPLE INC | COM | 037833100 | $38.46M | 7 % | 185,072 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $26.17M | 5 % | 260,709 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $24.38M | 4 % | 676,493 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $22.22M | 4 % | 643,467 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $22.00M | 4 % | 512,976 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $21.07M | 4 % | 117,980 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $18.37M | 3 % | 632,947 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $11.15M | 2 % | 144,758 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.05M | 2 % | 72,099 |
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