Financial Connections Group, Inc.

Q2 2025 13F Holdings

  • Location
    corte madera, CA
  • Num holdings

    255

  • Value ($000)

    $242

  • Date Filed
    07/24/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$32.52K
13 %

767,659

ESGV
ESGV

VANGUARD WORLD FD

ESG US STK ETF
$18.95K
8 %

172,838

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$15.08K
6 %

34,409

DFIV
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
$12.91K
5 %

301,334

VIGI
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
$12.78K
5 %

141,802

USXF
USXF

ISHARES TR

ESG MSCI USA ETF
$12.00K
5 %

222,581

JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$11.38K
5 %

241,729

CMF
CMF

ISHARES TR

CALIF MUN BD ETF
$9.28K
4 %

166,442

DFAX
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
$8.73K
4 %

297,403

PBFR
PBFR

PGIM ROCK ETF TR

LADDERED FD BUFF
$8.54K
4 %

308,824

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