Financial Connections Group, Inc.

Q1 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    222

  • Value ($000)

    $223

  • Date Filed
    05/09/2025
  • Form type
    13F-HR
  • CIK
    0001907157
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$32.10K
14 %

835,023

ESGV
ESGV

VANGUARD WORLD FD

ESG US STK ETF
$16.31K
7 %

166,539

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$12.89K
6 %

34,772

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$11.67K
5 %

296,570

VIGI
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
$11.29K
5 %

136,149

JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$10.84K
5 %

230,390

CMF
CMF

ISHARES TR

CALIF MUN BD ETF
$10.79K
5 %

191,708

USXF
USXF

ISHARES TR

ESG MSCI USA ETF
$10.29K
5 %

220,521

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$8.97K
4 %

342,426

PBFR
PBFR

PGIM ROCK ETF TR

LADDERED FD BUFF
$7.57K
3 %

289,497

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