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
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025235 pos · $290,936
- 13F HOLDINGS REPORTQ/E Sep 2025242 pos · $256,293
- 13F HOLDINGS REPORTQ/E Jun 2025951 pos · $242,442
- 13F HOLDINGS REPORTQ/E Mar 2025255 pos · $222,752
- 13F HOLDINGS REPORTQ/E Dec 2024235 pos · $208,075
- 13F HOLDINGS REPORTQ/E Sep 2024216 pos · $203,454
- 13F HOLDINGS REPORTQ/E Jun 2024345 pos · $192,737
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $182,606
- 13F HOLDINGS REPORTQ/E Dec 2023136 pos · $81,066
- 13F HOLDINGS REPORTQ/E Sep 2023251 pos · $152,505
- 13F HOLDINGS REPORTQ/E Jun 2023262 pos · $140,783
- 13F HOLDINGS REPORTQ/E Mar 2023252 pos · $126,813
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% |