Institutional Manager · CIK 0001907157

Financial Connections Group, Inc.

CORTE MADERA, CA · File #028-21874

Latest AUM

$290,936

Positions

235

Top-10 Concentration

59.1%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	DIMENSIONAL ETF TRUST	25434V104	+217,782	+$10,192	+$779
ADD	J P MORGAN EXCHANGE TRADED F	46641Q852	+165,466	+$8,057	$0
ADD	DIMENSIONAL ETF TRUST	25434V765	+134,312	+$4,252	+$29
ADD	DIMENSIONAL ETF TRUST	25434V831	+110,997	+$4,221	+$6
ADD	J P MORGAN EXCHANGE TRADED F	46641Q670	+84,851	+$4,017	-$49
REDUCE	DIMENSIONAL ETF TRUST	25434V401	-42,370	-$3,142	+$195
REDUCE	VANGUARD WHITEHALL FDS	921946810	-34,146	-$3,123	+$224
ADD	DIMENSIONAL ETF TRUST	25434V203	+54,185	+$2,064	+$25
REDUCE	NUSHARES ETF TR	NU	-66,223	-$1,545	-$9
NEW	ISHARES TR	46435G441	+31,193	+$1,474	$0

Sector Allocation

Technology

3.3%$9,568

Financials

0.5%$1,568

Consumer Discretionary

0.4%$1,077

Healthcare

0.3%$1,044

Industrials

0.2%$610

Utilities

0.1%$377

Communication Services

0.1%$191

Consumer Staples

0.1%$188

Materials

0.0%$70

Energy

0.0%$48

Filing History

Jan 23, 202613F HOLDINGS REPORTQ/E Dec 2025235 pos · $290,936
Oct 10, 202513F HOLDINGS REPORTQ/E Sep 2025242 pos · $256,293
Jul 24, 202513F HOLDINGS REPORTQ/E Jun 2025951 pos · $242,442
May 9, 202513F HOLDINGS REPORTQ/E Mar 2025255 pos · $222,752
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 2024235 pos · $208,075
Oct 18, 202413F HOLDINGS REPORTQ/E Sep 2024216 pos · $203,454
Jul 26, 202413F HOLDINGS REPORTQ/E Jun 2024345 pos · $192,737
May 3, 202413F HOLDINGS REPORTQ/E Mar 2024167 pos · $182,606
Nov 6, 202313F HOLDINGS REPORTQ/E Dec 2023136 pos · $81,066

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V104	965,963	$45,207	16.17%
2	VANGUARD WORLD FD	921910733	174,698	$21,131	7.56%
3	DIMENSIONAL ETF TRUST	25434V807	332,375	$16,585	5.93%
4	J P MORGAN EXCHANGE TRADED F	46641Q670	333,450	$15,788	5.65%
5	VANGUARD INDEX FDS	922908736	31,890	$15,558	5.57%
6	ISHARES TR	46436E767	241,676	$13,915	4.98%
7	PGIM ROCK ETF TR	69420N692	333,808	$9,753	3.49%
8	VANGUARD WORLD FD	921910725	128,916	$9,232	3.30%
9	ISHARES TR	464288356	157,352	$9,041	3.23%
10	DIMENSIONAL ETF TRUST	25434V880	274,247	$8,976	3.21%
11	J P MORGAN EXCHANGE TRADED F	46641Q837	164,091	$8,301	2.97%
12	J P MORGAN EXCHANGE TRADED F	46641Q852	168,784	$8,219	2.94%
13	VANGUARD WHITEHALL FDS	921946810	84,582	$7,735	2.77%
14	2023 ETF SERIES TRUST II	90139K100	185,946	$7,151	2.56%
15	APPLE INC	AAPL	24,439	$6,644	2.38%
16	ISHARES TR	46436E759	77,169	$5,800	2.07%
17	J P MORGAN EXCHANGE TRADED F	46641Q134	77,343	$5,791	2.07%
18	ISHARES INC	464286525	44,976	$5,340	1.91%
19	DIMENSIONAL ETF TRUST	25434V401	70,655	$5,240	1.87%
20	DIMENSIONAL ETF TRUST	25434V831	133,217	$5,066	1.81%