FC

Financial Connections Group, Inc.

13F
Financial Connections Group, Inc.
Last update 2024-10-18 216 Stocks (10 new)
Value $204.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAU(13.95%)JCPB(10.73%)ESGV(8.12%)CMF(6.77%)VUG(6.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Financial Connections Group, I... Top Holdings of 2024-09-30 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
715,496
28400.000
-1.59%
13.950
-0.23%
0.430
+11.62%
+20.18%
6631.362
 
JCPB 		JPMorgan Core Plus Bond ETF
452,732
21840.000
+15.25%
10.730
+1.42%
0.500
-1.91%
-0.72%
4393.559
 
ESGV 		Vanguard ESG U.S. Stock ETF
162,712
16540.000
+7.88%
8.120
+0.59%
0.190
+12.09%
+20.41%
9097.708
 
CMF 		iShares California Muni Bond ETF
237,105
13780.000
-3.67%
6.770
-0.27%
0.420
-0.97%
-0.95%
3139.497
 
VUG 		Vanguard Growth ETF
35,412
13600.000
-0.05%
6.680
0%
0.010
+14.40%
+25.52%
133945.143
 
USXF 		iShares ESG Advanced MSCI USA ETF
209,451
10280.000
+7.80%
5.050
+0.37%
0.880
+15.19%
+26.42%
1226.428
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
379,701
10260.000
-2.10%
5.040
-0.11%
0.140
+7.90%
+7.33%
7281.590
 
DFIV 		Dimensional International Value ETF
258,920
9860.000
+4.34%
4.840
+0.20%
0.120
+7.53%
+8.50%
8013.144
 
VIGI 		Vanguard International Dividend Appreciation ETF
97,611
8620.000
+2.30%
4.230
+0.10%
0.120
+5.47%
+6.52%
7075.348
 
JPST 		JPMorgan Ultra-Short Income ETF
142,996
7260.000
+10.64%
3.570
+0.34%
0.030
-0.08%
+0.36%
26833.244
 

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 ETF2024-09-30Add
+1.42%
●
45.29 ($47.1) 48.33
$46.74
-0.76%
Add 15.25%
452,732
59,897
ESGV 		Vanguard ESG U.S. Stock ETF2024-09-30Add
+0.59%
●
91.11 ($97.77) 101.65
$102.42
4.76%
Add 7.88%
162,712
11,891
USXF 		iShares ESG Advanced MSCI USA ETF2024-09-30Add
+0.37%
●
43.47 ($47.06) 49.35
$50.34
6.97%
Add 7.8%
209,451
15,161
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+0.34%
●
49.59 ($50.08) 50.52
$50.41
0.66%
Add 10.64%
142,996
13,752
CMF 		iShares California Muni Bond ETF2024-09-30Reduce
-0.27%
●
56.26 ($57.32) 58.03
$57.39
0.12%
Reduce -3.67%
237,105
-9,039
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-09-30New Buy
+0.25%
●
60.25 ($64.07) 66.85
$63.34
-1.14%
New holding
7,607
7,607
DFAU 		Dimensional US Core Equity Market ETF2024-09-30Reduce
-0.23%
●
35.7 ($38.1) 39.69
$39.96
4.88%
Reduce -1.59%
715,496
-11,530
JMUB 		JPMorgan Municipal ETF2024-09-30Add
+0.23%
●
49.71 ($50.58) 51.12
$50.49
-0.18%
Add 37.97%
32,799
9,026
DFIV 		Dimensional International Value ETF2024-09-30Add
+0.20%
●
34.44 ($36.8) 38.38
$37.28
1.30%
Add 4.34%
258,920
10,764
QLTY 		GMO U.S. Quality ETF2024-09-30Add
+0.17%
●
29.59 ($31.38) 32.61
$31.86
1.53%
Add 18.85%
68,126
10,803

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 2024-09-30

Financial Connections Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Financial Connections Group, Inc.'s Holdings Heat Map

Size field:

Financial Connections Group, Inc.'s Holdings Bubble Chart

Financial Connections Group, Inc. News

  • 1

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