FC

Financial Connections Group, Inc.

13F
Financial Connections Group, Inc.
Last update 2025-05-09 222 Stocks (11 new)
Value $223.00 Mil Turnover 17 %
Countries:
Top Holdings: DFAU(14.41%)ESGV(7.32%)VUG(5.79%)DFIV(5.24%)VIGI(5.07%)
Summary Stock Picks Current Portfolio
Financial Connections Group, I... Top Holdings of 2025-03-31 View Full List
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
835,023
32,100.0
+13.82%
14.410
+1.75%
0.430
+19.82%
+7.01%
8,716.9
 
ESGV
Vanguard ESG U.S. Stock ETF
166,539
16,310.0
-0.10%
7.320
-0.01%
0.160
+21.08%
+6.64%
10,198.7
 
VUG
Vanguard Growth ETF
34,772
12,890.0
-1.81%
5.790
-0.13%
0.010
+27.48%
+9.52%
167,127.0
 
DFIV
Dimensional International Value ETF
296,570
11,670.0
+11.19%
5.240
+0.53%
0.110
+12.55%
+22.98%
12,179.3
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
136,149
11,290.0
+30.78%
5.070
+1.19%
0.160
+7.76%
+11.75%
8,204.1
 
JCPB
JPMorgan Core Plus Bond ETF
230,390
10,840.0
-50.13%
4.870
-5.13%
0.170
+1.75%
+3.57%
6,935.9
 
CMF
iShares California Muni Bond ETF
191,708
10,790.0
-16.56%
4.840
-1.05%
0.300
+0.68%
-2.25%
3,472.6
 
USXF
iShares ESG Advanced MSCI USA ETF
220,521
10,290.0
+2.88%
4.620
+0.13%
0.870
+25.02%
+11.18%
1,246.2
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
342,426
8,970.0
-7.22%
4.030
-0.32%
0.120
+15.18%
+20.40%
8,874.0
 
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
289,497
7,570.0
+3,717.21%
3.400
+3.31%
19.830
+9.49%
+5.06%
55.0
 

Financial Connections Group, Inc.'s Historical Top Holdings Breakdowns

Financial Connections Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Reduce
Reduce
-5.13%
●
45.56 ($46.5) 47.23
$46.55
0.11%
Reduce -50.13%
230,390
-231,612
PBFR
PGIM Laddered S&P 500 Buffer 20 ETF
2025-03-31
Add
Add
+3.31%
●
25.89 ($26.59) 26.96
$27.80
4.55%
Add 3717.21%
289,497
281,913
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+1.99%
●
40.79 ($41.67) 42.32
$41.99
0.77%
Add 221.15%
129,774
89,365
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+1.75%
●
37.84 ($40.57) 42.31
$43.11
6.26%
Add 13.82%
835,023
101,372
CCL
Carnival Corp
2025-03-31
Add
Add
+1.58%
●
19.08 ($23.78) 28.49
$29.55
24.26%
Add 23173.27%
70,518
70,215
CGSM
Capital Group Short Duration Municipal Income ETF
Capital Group Short Duration Municipal Income ETF
2025-03-31
Add
Add
+1.28%
●
25.92 ($26.08) 26.25
$26.14
0.23%
Add 517.33%
130,941
109,730
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Add
Add
+1.19%
●
78.97 ($83.11) 85.82
$88.30
6.24%
Add 30.78%
136,149
32,043
CMF
iShares California Muni Bond ETF
2025-03-31
Reduce
Reduce
-1.05%
●
55.93 ($56.83) 57.46
$55.16
-2.94%
Reduce -16.56%
191,708
-38,052
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
2025-03-31
Add
Add
+0.97%
●
58.04 ($62.65) 65.84
$69.85
11.49%
Add 212.25%
49,641
33,743
NUSC
Nuveen ESG Small-Cap ETF
2025-03-31
Add
Add
+0.94%
●
37.9 ($41.5) 43.9
$41.55
0.12%
Add 836.53%
95,002
84,858

Financial Connections Group, Inc. Total Holding History ($B)

To

Financial Connections Group, Inc.'s Asset Allocation

To

Financial Connections Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Financial Connections Group, Inc.'s Hypothetical Growth since 2025-03-31

Financial Connections Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

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

  • 1

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