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Financial Connections Group, Inc.
Period ended Mar 31, 2026 · Latest filing May 1, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2026: $287,606
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $43,449
- VANGUARD WORLD FD · ESG US STK ETF · 921910733 · shares: $18,702
- DIMENSIONAL ETF TRUST · INTERNATNAL VAL · 25434V807 · shares: $16,935
- J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF · 46641Q670 · shares: $16,288
- VANGUARD INDEX FDS · GROWTH ETF · 922908736 · shares: $13,889
- ISHARES TR · ESG MSCI USA ETF · 46436E767 · shares: $12,573
- J P MORGAN EXCHANGE TRADED F · INTL BD OPP ETF · 46641Q852 · shares: $11,600
- PGIM ROCK ETF TR · LADDERED S&P 500 · 69420N692 · shares: $10,183
- VANGUARD WORLD FD · ESG INTL STK ETF · 921910725 · shares: $9,580
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $8,944
Reported holdings
251 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 962,980 shares | $43,449 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 166,585 shares | $18,702 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 320,867 shares | $16,935 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | — | 345,985 shares | $16,288 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 31,799 shares | $13,889 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 227,786 shares | $12,573 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | — | 242,579 shares | $11,600 |
| PGIM ROCK ETF TR | LADDERED S&P 500 | 69420N692 | — | 351,152 shares | $10,183 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 133,556 shares | $9,580 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 263,308 shares | $8,944 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 153,857 shares | $8,748 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 152,150 shares | $7,700 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 76,502 shares | $6,767 |
| 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | — | 178,032 shares | $6,441 |
| APPLE INC | COM | 037833100 | — | 24,264 shares | $6,158 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 177,303 shares | $5,712 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | — | 75,280 shares | $5,679 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 74,025 shares | $5,606 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | — | 150,502 shares | $5,532 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 | — | 44,539 shares | $5,322 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | — | 71,943 shares | $5,101 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 | — | 190,872 shares | $5,016 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 13,968 shares | $4,174 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 90,186 shares | $3,513 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 51,033 shares | $2,551 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | — | 52,840 shares | $2,412 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,878 shares | $2,337 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 4,494 shares | $1,916 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 46,359 shares | $1,904 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 5,745 shares | $1,843 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 87283Q404 | — | 41,161 shares | $1,837 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | — | 5,740 shares | $1,735 |
| PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 | — | 15,068 shares | $1,521 |
| ISHARES TR | ESG ADVNCD HY BD | 46435G441 | — | 29,454 shares | $1,364 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 18,537 shares | $1,318 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL HIGH I | 14020Y805 | — | 50,510 shares | $1,278 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 15,993 shares | $1,233 |
| BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 | — | 50,552 shares | $1,208 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 40,092 shares | $1,050 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 22,868 shares | $969 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,002 shares | $863 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,378 shares | $823 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 15,384 shares | $723 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,041 shares | $591 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | — | 7,360 shares | $528 |
| MICROSOFT CORP | COM | 594918104 | — | 1,427 shares | $528 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,959 shares | $516 |
| UNION PAC CORP | COM | 907818108 | — | 1,833 shares | $444 |
| TESLA INC | COM | 88160R101 | — | 1,191 shares | $442 |
| ISHARES TR | ESG ADV TTL USD | 46436E619 | — | 8,850 shares | $384 |
| NUSHARES ETF TR | NUVEEN ESG 1-5 | 67092P110 | — | 16,108 shares | $375 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 5,200 shares | $373 |
| AMAZON COM INC | COM | 023135106 | — | 1,728 shares | $359 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,243 shares | $356 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 7,575 shares | $338 |
| DISNEY WALT CO | COM | 254687106 | — | 3,451 shares | $332 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 1,434 shares | $308 |
| BANK MARIN BANCORP | COM | 063425102 | — | 12,000 shares | $307 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 746 shares | $291 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 3,624 shares | $288 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,271 shares | $273 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,050 shares | $256 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 357 shares | $232 |
| PFIZER INC | COM | 717081103 | — | 8,221 shares | $230 |
| ABBVIE INC | COM | 00287Y109 | — | 1,046 shares | $227 |
| ORACLE CORP | COM | 68389X105 | — | 1,541 shares | $226 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 333 shares | $217 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 582 shares | $207 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 807 shares | $200 |
| BOEING CO | COM | 097023105 | — | 1,000 shares | $199 |
| PGIM ROCK ETF TR | LADDERED S&P 500 | 69420N718 | — | 5,878 shares | $174 |
| VISA INC | COM CL A | 92826C839 | — | 578 shares | $174 |
| META PLATFORMS INC | CL A | 30303M102 | — | 296 shares | $169 |
| BANK AMERICA CORP | COM | 060505104 | — | 3,458 shares | $168 |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 | — | 3,741 shares | $153 |
| T ROWE PRICE ETF INC | PRICE EQT INCOME | 87283Q206 | — | 3,219 shares | $144 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 1,500 shares | $137 |
| T ROWE PRICE ETF INC | ULTRA SHRT TRM | 87283Q701 | — | 2,736 shares | $136 |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | — | 1,682 shares | $128 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | — | 3,503 shares | $124 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 210 shares | $121 |
| HOME DEPOT INC | COM | 437076102 | — | 346 shares | $114 |
| GE AEROSPACE | COM NEW | 369604301 | — | 400 shares | $113 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 387 shares | $113 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 548 shares | $111 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 694 shares | $111 |
| ABBOTT LABS | COM | 002824100 | — | 1,065 shares | $109 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 773 shares | $102 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 715 shares | $97 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 458 shares | $95 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 484 shares | $92 |
| PEPSICO INC | COM | 713448108 | — | 580 shares | $90 |
| GE VERNOVA INC | COM | 36828A101 | — | 103 shares | $89 |
| WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | — | 1,350 shares | $78 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 497 shares | $75 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 517 shares | $75 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 1,500 shares | $75 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 502 shares | $74 |
| CORTEVA INC | COM | 22052L104 | — | 854 shares | $71 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 729 shares | $67 |