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Size ($ in 1000's)
At 12/31/2023: $154,454
At 09/30/2023: $81,078
Financial Connections Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Connections Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Financial Connections Group Inc. top holdings by largest position size, as per the latest 13f filing made by Financial Connections Group Inc..
In the Financial Connections Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Connections Group Inc. in that top holding, then the share count change between reporting periods, and finally the Financial Connections Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAU) |
612,751 |
+152,345 |
$20,373 | | DFAU | 612,751 | +152,345 | $20,373 | | ISHARES TR (CMF) |
267,515 |
+267,515 |
$15,499 | | CMF | 267,515 | +267,515 | $15,499 | | VANGUARD WORLD FD (ESGV) |
144,299 |
+144,299 |
$12,274 | | ESGV | 144,299 | +144,299 | $12,274 | | VANGUARD INDEX FDS (VUG) |
35,930 |
+35,930 |
$11,169 | | VUG | 35,930 | +35,930 | $11,169 | | DIMENSIONAL ETF TRUST (DFAX) |
350,442 |
-9,351 |
$8,557 | | DFAX | 350,442 | -9,351 | $8,557 | | DIMENSIONAL ETF TRUST (DFIV) |
226,949 |
-672 |
$7,797 | | DFIV | 226,949 | -672 | $7,797 | | ISHARES TR (USXF) |
179,313 |
+6,940 |
$7,140 | | USXF | 179,313 | +6,940 | $7,140 | | VANGUARD WHITEHALL FDS (VIGI) |
86,806 |
+86,806 |
$6,887 | | VIGI | 86,806 | +86,806 | $6,887 | | ISHARES INC (ACWV) |
50,748 |
+50,748 |
$5,092 | | ACWV | 50,748 | +50,748 | $5,092 | | APPLE INC |
23,032 |
-323 |
$4,434 | | AAPL | 23,032 | -323 | $4,434 | | J P MORGAN EXCHANGE TRADED F (JPST) |
81,097 |
+19,353 |
$4,073 | | JPST | 81,097 | +19,353 | $4,073 | | VANGUARD WORLD FD (VSGX) |
65,235 |
+65,235 |
$3,606 | | VSGX | 65,235 | +65,235 | $3,606 | | ISHARES TR (DMXF) |
56,252 |
+4,561 |
$3,593 | | DMXF | 56,252 | +4,561 | $3,593 | | DIMENSIONAL ETF TRUST (DFAS) |
55,635 |
-94,308 |
$3,316 | | DFAS | 55,635 | -94,308 | $3,316 | | VANGUARD INDEX FDS (VV) |
14,249 |
+14,249 |
$3,108 | | VV | 14,249 | +14,249 | $3,108 | | ISHARES TR (EUSB) |
59,036 |
+7,535 |
$2,553 | | EUSB | 59,036 | +7,535 | $2,553 | | VANGUARD MUN BD FDS (VTEB) |
46,004 |
+46,004 |
$2,348 | | VTEB | 46,004 | +46,004 | $2,348 | | SPDR INDEX SHS FDS (SPDW) |
58,664 |
-57 |
$1,995 | | SPDW | 58,664 | -57 | $1,995 | | T ROWE PRICE ETF INC (TDVG) |
55,014 |
+5 |
$1,940 | | TDVG | 55,014 | +5 | $1,940 |  BERKSHIRE HATHAWAY INC DEL |
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$1,855 | | BRK.B | 5,203 | +30 | $1,855 | | ISHARES TR (ESML) |
45,075 |
-97,728 |
$1,713 | | ESML | 45,075 | -97,728 | $1,713 | | VANGUARD INDEX FDS (VBK) |
6,365 |
+6,365 |
$1,539 | | VBK | 6,365 | +6,365 | $1,539 | | ISHARES TR (IWF) |
4,976 |
+4,976 |
$1,508 | | IWF | 4,976 | +4,976 | $1,508 | | MICROSOFT CORP |
3,519 |
+3,519 |
$1,323 | | MSFT | 3,519 | +3,519 | $1,323 | | VANGUARD INDEX FDS (VTI) |
5,303 |
+5,303 |
$1,258 | | VTI | 5,303 | +5,303 | $1,258 | | J P MORGAN EXCHANGE TRADED F (JAVA) |
21,396 |
-10,558 |
$1,190 | | JAVA | 21,396 | -10,558 | $1,190 | | VANGUARD INDEX FDS (VOO) |
1,920 |
+1,920 |
$838 | | VOO | 1,920 | +1,920 | $838 | | PGIM ETF TR (PHYL) |
23,487 |
+427 |
$817 | | PHYL | 23,487 | +427 | $817 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
13,816 |
+13,816 |
$704 | | JMUB | 13,816 | +13,816 | $704 | | NUSHARES ETF TR (NUSC) |
16,399 |
-12,552 |
$641 | | NUSC | 16,399 | -12,552 | $641 | | TESLA INC |
2,448 |
-105 |
$608 | | TSLA | 2,448 | -105 | $608 | | DIMENSIONAL ETF TRUST (DFSU) |
17,547 |
+5,904 |
$546 | | DFSU | 17,547 | +5,904 | $546 | | ISHARES TR (IUSB) |
10,370 |
-26,299 |
$477 | | IUSB | 10,370 | -26,299 | $477 | | ALPHABET INC |
3,240 |
-458 |
$456 | | GOOG | 3,240 | -458 | $456 | | PIMCO ETF TR (PYLD) |
17,783 |
+1,160 |
$456 | | PYLD | 17,783 | +1,160 | $456 | | UNION PAC CORP |
1,833 |
+1,833 |
$450 | | UNP | 1,833 | +1,833 | $450 | | T ROWE PRICE ETF INC (TBUX) |
8,758 |
-2,592 |
$430 | | TBUX | 8,758 | -2,592 | $430 | | NVIDIA CORPORATION |
820 |
UNCH |
$406 | | NVDA | 820 | UNCH | $406 | | VISA INC |
1,560 |
UNCH |
$406 | | V | 1,560 | UNCH | $406 | | NUSHARES ETF TR (NUDM) |
13,046 |
UNCH |
$383 | | NUDM | 13,046 | UNCH | $383 | | HOME DEPOT INC |
1,046 |
+1,046 |
$362 | | HD | 1,046 | +1,046 | $362 | | ALPHABET INC |
2,574 |
-257 |
$359 | | GOOGL | 2,574 | -257 | $359 | | META PLATFORMS INC |
1,016 |
UNCH |
$359 | | META | 1,016 | UNCH | $359 | | JOHNSON & JOHNSON |
2,224 |
+2,224 |
$348 | | JNJ | 2,224 | +2,224 | $348 | | AMERICAN EXPRESS CO |
1,834 |
UNCH |
$343 | | AXP | 1,834 | UNCH | $343 | | VANGUARD STAR FDS (VXUS) |
5,789 |
+5,789 |
$335 | | VXUS | 5,789 | +5,789 | $335 | | ORACLE CORP |
2,866 |
UNCH |
$302 | | ORCL | 2,866 | UNCH | $302 | | T ROWE PRICE ETF INC (TEQI) |
7,752 |
-4,565 |
$283 | | TEQI | 7,752 | -4,565 | $283 | | T ROWE PRICE ETF INC (TFLR) |
5,297 |
-4,277 |
$273 | | TFLR | 5,297 | -4,277 | $273 | | AMAZON COM INC |
1,569 |
UNCH |
$238 | | AMZN | 1,569 | UNCH | $238 |
See Full List: All Stocks Held By Financial Connections Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Connections Group Inc.
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