Financial Connections Group, Inc. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$222.8M
Holdings
222
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (222 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 835,023 | $32.1M | 14.41% | |
| 2 | ESGVVANGUARD WORLD FD | 166,539 | $16.3M | 7.32% | |
| 3 | VUGVANGUARD INDEX FDS | 34,772 | $12.9M | 5.79% | |
| 4 | DFIVDIMENSIONAL ETF TRUST | 296,570 | $11.7M | 5.24% | |
| 5 | VIGIVANGUARD WHITEHALL FDS | 136,149 | $11.3M | 5.07% | |
| 6 | JCPBJ P MORGAN EXCHANGE TRADED F | 230,390 | $10.8M | 4.87% | |
| 7 | CMFISHARES TR | 191,708 | $10.8M | 4.84% | |
| 8 | USXFISHARES TR | 220,521 | $10.3M | 4.62% | |
| 9 | DFAXDIMENSIONAL ETF TRUST | 342,426 | $9.0M | 4.03% | |
| 10 | PBFRPGIM ROCK ETF TR | 289,497 | $7.6M | 3.40% | |
| 11 | JPSTJ P MORGAN EXCHANGE TRADED F | 130,934 | $6.6M | 2.98% | |
| 12 | DFCFDIMENSIONAL ETF TRUST | 129,774 | $6.4M | 2.89% | |
| 13 | VSGXVANGUARD WORLD FD | 99,934 | $5.9M | 2.65% | |
| 14 | AAPLAPPLE INC | 25,266 | $5.6M | 2.52% | |
| 15 | ACWVISHARES INC | 46,777 | $5.4M | 2.44% | |
| 16 | DMXFISHARES TR | 76,266 | $5.1M | 2.31% | |
| 17 | QLTY2023 ETF SERIES TRUST II | 141,443 | $4.4M | 1.98% | |
| 18 | VVVANGUARD INDEX FDS | 14,166 | $3.6M | 1.63% | |
| 19 | CCLCARNIVAL CORP | 70,518 | $3.5M | 1.59% | |
| 20 | CGSMCAPITAL GRP FIXED INCM ETF T | 130,941 | $3.4M | 1.53% | |
| 21 | JIREJ P MORGAN EXCHANGE TRADED F | 49,641 | $3.2M | 1.42% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,827 | $2.6M | 1.15% | |
| 23 | DFASDIMENSIONAL ETF TRUST | 41,701 | $2.5M | 1.12% | |
| 24 | NUSCNUSHARES ETF TR | 95,002 | $2.4M | 1.06% | |
| 25 | SPDWSPDR INDEX SHS FDS | 53,794 | $2.0M | 0.88% | |
| 26 | TDVGT ROWE PRICE ETF INC | 47,413 | $1.9M | 0.86% | |
| 27 | IWFISHARES TR | 4,974 | $1.8M | 0.81% | |
| 28 | VTEBVANGUARD MUN BD FDS | 34,362 | $1.7M | 0.77% | |
| 29 | VBKVANGUARD INDEX FDS | 6,363 | $1.6M | 0.71% | |
| 30 | VTIVANGUARD INDEX FDS | 5,740 | $1.6M | 0.71% | |
| 31 | JMUBJ P MORGAN EXCHANGE TRADED F | 29,962 | $1.5M | 0.67% | |
| 32 | ESMLISHARES TR | 36,612 | $1.4M | 0.63% | |
| 33 | VOOVANGUARD INDEX FDS | 1,678 | $862K | 0.39% | |
| 34 | PYLDPIMCO ETF TR | 26,015 | $685K | 0.31% | |
| 35 | DFSUDIMENSIONAL ETF TRUST | 18,135 | $649K | 0.29% | |
| 36 | JAVAJ P MORGAN EXCHANGE TRADED F | 10,386 | $621K | 0.28% | |
| 37 | VXUSVANGUARD STAR FDS | 9,661 | $599K | 0.27% | |
| 38 | BIVVANGUARD BD INDEX FDS | 5,343 | $523K | 0.23% | |
| 39 | MSFTMICROSOFT CORP | 1,367 | $513K | 0.23% | |
| 40 | GOOGLALPHABET INC | 3,074 | $475K | 0.21% | |
| 41 | UNPUNION PAC CORP | 1,833 | $433K | 0.19% | |
| 42 | DFSIDIMENSIONAL ETF TRUST | 12,114 | $422K | 0.19% | |
| 43 | ORCLORACLE CORP | 2,866 | $400K | 0.18% | |
| 44 | FNDASCHWAB STRATEGIC TR | 13,673 | $373K | 0.17% | |
| 45 | AMZNAMAZON COM INC | 1,642 | $312K | 0.14% | |
| 46 | FNDFSCHWAB STRATEGIC TR | 8,339 | $300K | 0.13% | |
| 47 | SCHFSCHWAB STRATEGIC TR | 14,692 | $290K | 0.13% | |
| 48 | EUSBISHARES TR | 6,571 | $284K | 0.13% | |
| 49 | TBUXT ROWE PRICE ETF INC | 5,341 | $265K | 0.12% | |
| 50 | JNJJOHNSON & JOHNSON | 1,409 | $233K | 0.10% | |
| 51 | VIGVANGUARD SPECIALIZED FUNDS | 1,195 | $231K | 0.10% | |
| 52 | ABBVABBVIE INC | 1,061 | $222K | 0.10% | |
| 53 | IWBISHARES TR | 722 | $221K | 0.10% | |
| 54 | DFUSDIMENSIONAL ETF TRUST | 3,630 | $219K | 0.10% | |
| 55 | TSLATESLA INC | 818 | $211K | 0.09% | |
| 56 | TEQIT ROWE PRICE ETF INC | 4,977 | $208K | 0.09% | |
| 57 | GOOGALPHABET INC | 1,327 | $207K | 0.09% | |
| 58 | SPYSPDR S&P 500 ETF TR | 357 | $199K | 0.09% | |
| 59 | VVISA INC | 535 | $187K | 0.08% | |
| 60 | IVVISHARES TR | 415 | $187K | 0.08% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 548 | $167K | 0.07% | |
| 62 | SCHASCHWAB STRATEGIC TR | 7,085 | $166K | 0.07% | |
| 63 | IWMISHARES TR | 817 | $162K | 0.07% | |
| 64 | METAMETA PLATFORMS INC | 280 | $161K | 0.07% | |
| 65 | VBVANGUARD INDEX FDS | 722 | $158K | 0.07% | |
| 66 | SUSAISHARES TR | 1,350 | $155K | 0.07% | |
| 67 | PXFINVESCO EXCH TRADED FD TR II | 2,745 | $143K | 0.06% | |
| 68 | ABTABBOTT LABS | 1,065 | $141K | 0.06% | |
| 69 | TSPAT ROWE PRICE ETF INC | 3,741 | $131K | 0.06% | |
| 70 | BACBANK AMERICA CORP | 3,113 | $129K | 0.06% | |
| 71 | HDHOME DEPOT INC | 346 | $127K | 0.06% | |
| 72 | SPYMSPDR SER TR | 1,804 | $118K | 0.05% | |
| 73 | TCAFT ROWE PRICE ETF INC | 3,501 | $113K | 0.05% | |
| 74 | PANWPALO ALTO NETWORKS INC | 630 | $107K | 0.05% | |
| 75 | FNDXSCHWAB STRATEGIC TR | 4,564 | $107K | 0.05% | |
| 76 | JPIBJ P MORGAN EXCHANGE TRADED F | 2,143 | $102K | 0.05% | |
| 77 | PEPPEPSICO INC | 679 | $94K | 0.04% | |
| 78 | VCITVANGUARD SCOTTSDALE FDS | 1,078 | $88K | 0.04% | |
| 79 | TFLRT ROWE PRICE ETF INC | 1,667 | $85K | 0.04% | |
| 80 | JPMJPMORGAN CHASE & CO. | 343 | $84K | 0.04% | |
| 81 | RSPINVESCO EXCHANGE TRADED FD T | 484 | $83K | 0.04% | |
| 82 | PNCPNC FINL SVCS GROUP INC | 458 | $80K | 0.04% | |
| 83 | DISDISNEY WALT CO | 761 | $75K | 0.03% | |
| 84 | NOWSERVICENOW INC | 93 | $74K | 0.03% | |
| 85 | CRMSALESFORCE INC | 263 | $70K | 0.03% | |
| 86 | NVONOVO-NORDISK A S | 1,002 | $69K | 0.03% | |
| 87 | CLCOLGATE PALMOLIVE CO | 706 | $66K | 0.03% | |
| 88 | NDQINVESCO QQQ TR | 142 | $66K | 0.03% | |
| 89 | AQLTISHARES TR | 497 | $66K | 0.03% | |
| 90 | IWSISHARES TR | 517 | $65K | 0.03% | |
| 91 | EESWISDOMTREE TR | 1,350 | $65K | 0.03% | |
| 92 | VYMVANGUARD WHITEHALL FDS | 502 | $64K | 0.03% | |
| 93 | DFATDIMENSIONAL ETF TRUST | 1,180 | $60K | 0.03% | |
| 94 | UBSUBS GROUP AG | 354 | $59K | 0.03% | |
| 95 | HDVISHARES TR | 495 | $59K | 0.03% | |
| 96 | GILDGILEAD SCIENCES INC | 524 | $58K | 0.03% | |
| 97 | PLTRPALANTIR TECHNOLOGIES INC | 1,140 | $54K | 0.02% | |
| 98 | VOVANGUARD INDEX FDS | 205 | $53K | 0.02% | |
| 99 | NEENEXTERA ENERGY INC | 729 | $51K | 0.02% | |
| 100 | KOCOCA COLA CO | 656 | $47K | 0.02% |
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