FC
| |
Financial Connections Group, Inc.13F | |
| Financial Connections Group, Inc. | |
| Last update 2025-07-25 | 255 Stocks (41 new) |
| Value $243.00 Mil | Turnover 11 % |
Financial Connections Group, I... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 767,659 | 32,520.0 | -8.07% | 13.410 | -1.16% | 0.380 | +16.43% | +8.08% | 8,816.8 | ||
ESGV | Vanguard ESG U.S. Stock ETF | 172,838 | 18,950.0 | +3.78% | 7.810 | +0.28% | 0.190 | +17.37% | +7.73% | 10,227.2 | ||
VUG | Vanguard Growth ETF | 34,409 | 15,080.0 | -1.04% | 6.220 | -0.06% | 0.010 | +22.07% | +10.46% | 166,080.2 | ||
DFIV | Dimensional International Value ETF | 301,334 | 12,910.0 | +1.61% | 5.320 | +0.08% | 0.110 | +13.45% | +27.52% | 12,578.8 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 141,802 | 12,780.0 | +4.15% | 5.270 | +0.21% | 0.150 | +6.90% | +14.17% | 8,423.0 | ||
USXF | iShares ESG Advanced MSCI USA ETF | 222,581 | 12,000.0 | +0.93% | 4.950 | +0.05% | 0.980 | +21.36% | +12.57% | 1,261.7 | ||
JCPB | JPMorgan Core Plus Bond ETF | 241,729 | 11,380.0 | +4.92% | 4.690 | +0.22% | 0.160 | +1.38% | +3.80% | 7,016.2 | ||
CMF | iShares California Muni Bond ETF | 166,442 | 9,280.0 | -13.18% | 3.830 | -0.64% | 0.260 | +0.72% | -2.06% | 3,479.3 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 297,403 | 8,730.0 | -13.15% | 3.600 | -0.53% | 0.100 | +14.10% | +22.81% | 9,051.6 | ||
PBFR | PGIM Laddered S&P 500 Buffer 20 ETF | 308,824 | 8,540.0 | +6.68% | 3.520 | +0.22% | 15.600 | +7.96% | +5.59% | 55.3 |
Financial Connections Group, Inc.'s Historical Top Holdings Breakdowns
Financial Connections Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS | Dimensional U.S. Equity Market ETF | 2025-06-30 | Add Add | +3.00% | 53.65 ($61.9) 67.02 | $68.81 | 11.16% | Add 2993.31% | 112,287 | 108,657 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Sold Out Sold Out | -2.89% | 41.1 ($41.71) 42.37 | $41.90 | 0.46% | Sold Out | 0 | -129,774 | |
CCL | Carnival Corp | 2025-06-30 | Reduce Reduce | -1.59% | 16.43 ($21.37) 28.12 | $29.78 | 39.35% | Reduce -99.72% | 200 | -70,318 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Reduce Reduce | -1.16% | 34.04 ($39.19) 42.36 | $43.54 | 11.10% | Reduce -8.07% | 767,659 | -67,364 | |
NUSC | Nuveen ESG Small-Cap ETF | 2025-06-30 | Sold Out Sold Out | -1.05% | 33.38 ($38.54) 40.81 | $41.97 | 8.90% | Sold Out | 0 | -95,002 | |
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 2025-06-30 | Add Add | +0.89% | 56.88 ($66.64) 70.77 | $71.69 | 7.59% | Add 61.43% | 80,133 | 30,492 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -0.77% | 48.13 ($48.86) 49.85 | $48.50 | -0.74% | Reduce -99.77% | 79 | -34,283 | |
NUSA |
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
| 2025-06-30 | New Buy New Buy | +0.75% | 23.1 ($23.23) 23.4 | $23.27 | 0.15% | New holding | 77,949 | 77,949 | |
JMUB | JPMorgan Municipal ETF | 2025-06-30 | Add Add | +0.68% | 48.46 ($49.41) 50.2 | $49.19 | -0.44% | Add 110.64% | 63,111 | 33,149 | |
CMF | iShares California Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.64% | 54.52 ($55.53) 56.7 | $55.27 | -0.47% | Reduce -13.18% | 166,442 | -25,266 |
Financial Connections Group, Inc. Total Holding History ($B)
Financial Connections Group, Inc.'s Asset Allocation
Financial Connections Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Financial Connections Group, Inc.'s Hypothetical Growth since 2025-06-30
Financial Connections Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Financial Connections Group, Inc.'s Holdings Heat Map
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Financial Connections Group, Inc.'s Holdings Bubble Chart
Financial Connections Group, Inc. News
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