Financial Connections Group, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Financial Connections Group, Inc. reported 235 stock positions worth $208.1 million. Its top holding was Dimensional US Core Equity M (DFAU) at 14.3% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 10.2%) and Vanguard ESG US Stock ETF (ESGV, 8.4%). Compared with Q3 2024, it opened 29 new positions, sold out of 10, added to 43 and reduced 28. The biggest buy was a new position in Dimensional Core Fixed (DFCF) and the biggest sale Dimensional World Ex US Core (DFAX, shares −3%).

Most Recent 13F
Q1 2026
Location
CORTE MADERA, CA
CIK
0001907157
Portfolio Value
$208.1M (Q4 2024)
SEC Filing
0001907157-25-000001 ↗ filed Jan 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $91.3M Q1 2024 Q2 2024: $192.7M Q2 2024 Q3 2024: $203.5M Q3 2024 Q4 2024: $208.1M $208.1M Q4 2024 Q1 2025: $222.8M Q1 2025 Q2 2025: $242.4M Q2 2025 Q3 2025: $256.3M Q3 2025 Q4 2025: $290.9M Q4 2025 Q1 2026: $287.6M Q1 2026

Holdings 235 stocks · $208.1M
DFAU Dimensional US Core Equity M 14.28% 733,651 $29.7M Add +2.5%
JCPB JPMorgan Core Plus Bond ETF 10.23% 462,002 $21.3M Add +2.0%
ESGV Vanguard ESG US Stock ETF 8.40% 166,714 $17.5M Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 6.99% 35,412 $14.5M No change
CMF iShares California Muni Bond 6.32% 229,760 $13.2M Reduce -3.1%
USXF iShares ESG Advance MSCI USA 5.12% 214,356 $10.7M Add +2.3%
DFIV Dimensional International Va 4.55% 266,727 $9.5M Add +3.0%
DFAX Dimensional World Ex US Core 4.41% 369,060 $9.2M Reduce -2.8%
VIGI Vanguard Int Div App Indx FD 4.00% 104,106 $8.3M Add +6.7%
JPST JPMorgan Ultra-Short Income 3.91% 161,460 $8.1M Add +12.9%
AAPL Apple Inc. 2.91% 24,216 $6.1M Reduce -0.2%
ACWV iShares MSCI Global Min Vol 2.47% 47,041 $5.1M Reduce -0.8%
VSGX Vanguard ESG Intl Stock ETF 2.31% 84,620 $4.8M Add +7.3%
DMXF iShares ESG Advanc MSCI Eafe 2.04% 65,776 $4.3M Add +2.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 1.84% 14,166 $3.8M No change
DFAS Dimensional US Small Cap ETF 1.31% 41,948 $2.7M Reduce -1.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.25% 51,686 $2.6M No change
QLTY GMO U.S. Quality ETF 1.19% 77,159 $2.5M Add +13.3%
BRK.B Berkshire Hathaway Inc. Class B 1.05% 4,827 $2.2M No change
JMUB JPMorgan Municipal ETF 1.01% 41,961 $2.1M Add +27.9%
DFCF Dimensional Core Fixed Inc. 0.97% 40,409 $2.0M New
IWF iShares Russell 1000 Growth 0.96% 4,974 $2.0M No change
TDVG T Rowe Price Dividend Growth 0.91% 47,756 $1.9M Reduce -0.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.88% 53,794 $1.8M Reduce -0.5%
ESML iShares ESG Aware MSCI USA S 0.84% 41,629 $1.8M Reduce -1.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.84% 6,230 $1.7M No change
VTI VG Morningstar TS MKT ETF-US 0.80% 5,738 $1.7M Reduce -0.5%
EUSB Ishr ESG Advn Universal BD-$ 0.46% 22,515 $956K Add +1.5%
VOO Vanguard S&P 500 ETF 0.46% 1,759 $947K Add +0.6%
JIRE JPMorgan Int Res Enh Eqty 0.45% 15,898 $930K Add +109.0%
PYLD PIMCO Multisector Bond Actv 0.39% 31,038 $804K Add +8.0%
MSFT Microsoft Corp. 0.28% 1,402 $591K Reduce -5.9%
PHYL Pgim Active High Yield Bond 0.27% 16,213 $563K Reduce -8.1%
CGSM Cap Group Short Muni Income 0.26% 21,211 $550K New
JAVA JPMorgan Active Value ETF 0.25% 8,075 $511K Reduce -0.2%
TSLA Tesla Inc. 0.23% 1,190 $480K Reduce -47.2%
ORCL Oracle Corp. 0.23% 2,866 $477K No change
DFSU Dimensional US Sus CORE1 ETF 0.22% 12,231 $463K Add +0.0%
NUSC Nuveen ESG Small-Cap ETF 0.20% 10,144 $424K Reduce -21.7%
UNP Union Pacific Corp. 0.20% 1,833 $418K No change
GOOGL Alphabet Inc. Class A 0.19% 2,075 $392K Reduce -3.5%
AMZN Amazon.com Inc. 0.19% 1,784 $391K Reduce -1.1%
DFSI Dimensional Int Sus COR1 ETF 0.17% 10,687 $351K Add +2.1%
VXUS Vanguard Total Intl Stock 0.16% 5,694 $335K Reduce -0.7%
TBUX T Rowe Price Ultra Short-Ter 0.13% 5,341 $264K No change
SUSA iShares ESG Optimized MSCI U 0.12% 2,133 $259K Reduce -7.8%
VIG Vanguard Dividend Apprec ETF 0.11% 1,197 $234K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 357 $209K No change
JNJ Johnson & Johnson 0.10% 1,409 $203K No change
TEQI T Rowe Price Equity Income E 0.10% 4,977 $201K Reduce -1.4%
PBFR Pgim La S&P 500 BUF20 ETF-US 0.10% 7,584 $200K New
IVV iShares Core S&P 500 ETF 0.09% 331 $194K No change
ABBV Abbvie Inc. 0.09% 1,061 $188K Add +1.4%
IWB iShares Russell 1000 ETF 0.09% 582 $187K No change
DFUS Dimensional US Eq MKT ETF 0.09% 2,815 $179K Reduce -0.8%
IWM iShares Russell 2000 ETF 0.09% 807 $178K No change
V Visa Inc. Class A 0.09% 566 $178K Add +2.7%
META Meta Platforms Inc. Class A 0.08% 280 $163K No change
TSPA T Rowe Price US Eqy Research 0.07% 3,741 $138K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 3,113 $136K No change
HD Home Depot Inc. 0.06% 346 $134K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 1,803 $124K Reduce -0.4%
ABT Abbott Laboratories 0.06% 1,065 $120K No change
TCAF T Rowe PRC Cap Appreciation 0.06% 3,501 $116K No change
PANW Palo Alto Networks Inc. 0.05% 630 $114K No change
NOW ServiceNow Inc. 0.05% 93 $98K No change
JPIB JPMorgan Intl BND ETF 0.05% 2,034 $96K Add +1.3%
QQQ Invesco QQQ Trust Series 1 0.05% 185 $94K No change
NFLX Netflix Inc. 0.04% 104 $92K No change
CRM Salesforce Inc. 0.04% 263 $87K Reduce -30.2%
NVO Novo-Nordisk A/S-Spons ADR 0.04% 1,002 $86K No change
TFLR T Rowe Price Floating RT ETF 0.04% 1,667 $86K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 761 $84K Reduce -6.2%
RSP Invesco S&P 500 Equal Weight 0.04% 484 $84K No change
VCIT Vanguard Int-Term Corporate 0.04% 1,025 $82K Add +0.9%
BUFR FT Vest Lad Buffervetf-Usd I 0.04% 2,556 $77K No change
EES Wisdomtree US Smallcap Fund 0.03% 1,350 $72K No change
GOOG Alphabet Inc. Class C 0.03% 358 $68K No change
VYM Vanguard High DVD Yield ETF 0.03% 526 $67K No change
IWS iShares Russell Mid-Cap Valu 0.03% 517 $66K No change
ADP Automatic Data Processing 0.03% 223 $65K No change
DFAT Dimensional US Target Value 0.03% 1,180 $65K No change
DVY iShares Select Dividend ETF 0.03% 497 $65K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 271 $65K No change
CL Colgate-Palmolive Co. 0.03% 706 $64K No change
UNH Unitedhealth Group Inc. 0.03% 125 $63K Reduce -32.1%
AMAT Applied Materials Inc. 0.03% 378 $61K No change
NEE Nextera Energy Inc. 0.03% 829 $59K No change
HDV iShares Core High Dividend E 0.03% 495 $55K Reduce -2.6%
PLTR Palantir Technologies Inc. Class A 0.03% 715 $54K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 205 $54K No change
TMO Thermo Fisher Scientific Inc. 0.03% 100 $52K No change
ADBE Adobe Inc. 0.02% 113 $50K No change
ITOT iShares Core S&P Total U.S. 0.02% 392 $50K No change
BIV Vanguard Intermediate-Term B 0.02% 681 $50K Add +32.0%
AXP American Express Co. 0.02% 165 $48K No change
GILD Gilead Sciences Inc. 0.02% 524 $48K Add +4.0%
PHO Invesco Water Resources ETF 0.02% 703 $46K No change
CSX CSX Corp. 0.02% 1,371 $44K No change
KO The Coca-Cola Co. 0.02% 656 $40K No change

Show all 235 holdings

Portfolio Sells Q3 2024 → Q4 2024
DFAX Dimensional World Ex US Core Reduce -2.8% 4.41% −0.63
CMF iShares California Muni Bond Reduce -3.1% 6.32% −0.45
ACWV iShares MSCI Global Min Vol Reduce -0.8% 2.47% −0.20
SPDW Ste STR SPDR PT DW Eu ETF Reduce -0.5% 0.88% −0.12
NUSC Nuveen ESG Small-Cap ETF Reduce -21.7% 0.20% −0.07
TSLA Tesla Inc. Reduce -47.2% 0.23% −0.06
TDVG T Rowe Price Dividend Growth Reduce -0.6% 0.91% −0.06
DFAS Dimensional US Small Cap ETF Reduce -1.5% 1.31% −0.05
PHYL Pgim Active High Yield Bond Reduce -8.1% 0.27% −0.04
MSFT Microsoft Corp. Reduce -5.9% 0.28% −0.03
ESML iShares ESG Aware MSCI USA S Reduce -1.1% 0.84% −0.02
UNH Unitedhealth Group Inc. Reduce -32.1% 0.03% −0.02
VXUS Vanguard Total Intl Stock Reduce -0.7% 0.16% −0.02
DHR Danaher Corp. Sold out 0.00% −0.02
SUSA iShares ESG Optimized MSCI U Reduce -7.8% 0.12% −0.01
JAVA JPMorgan Active Value ETF Reduce -0.2% 0.25% −0.01
CRM Salesforce Inc. Reduce -30.2% 0.04% −0.01
TEQI T Rowe Price Equity Income E Reduce -1.4% 0.10% −0.01
NVDA Nvidia Corp. Reduce -28.7% 0.02% −0.00
MRK Merck & Co. Inc. Reduce -50.0% 0.00% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.80% −0.00
FNF Fidelity National Financial Sold out 0.00% −0.00
HDV iShares Core High Dividend E Reduce -2.6% 0.03% −0.00
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.00
INTC Intel Corp. Reduce -4.9% 0.01% −0.00
NVX Novonix Limited Sold out 0.00% −0.00
DFUS Dimensional US Eq MKT ETF Reduce -0.8% 0.09% −0.00
INCY Incyte Corp. Sold out 0.00% −0.00
QS Quantumscape Corp. Sold out 0.00% −0.00
U Unity Software Inc. Sold out 0.00% −0.00
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -0.4% 0.06% −0.00
CRSR Corsair Gaming Inc. Sold out 0.00% 0.00
GME Gamestop Corp. Class A Sold out 0.00% 0.00
DNA Ginkgo Bioworks Holdings Inc. Sold out 0.00% 0.00
DIS The Walt Disney Co. Reduce -6.2% 0.04% +0.00
GOOGL Alphabet Inc. Class A Reduce -3.5% 0.19% +0.01
AMZN Amazon.com Inc. Reduce -1.1% 0.19% +0.02
AAPL Apple Inc. Reduce -0.2% 2.91% +0.14

Portfolio Buys Q3 2024 → Q4 2024
DFCF Dimensional Core Fixed Inc. New 0.97% +0.97
JPST JPMorgan Ultra-Short Income Add +12.9% 3.91% +0.34
DFAU Dimensional US Core Equity M Add +2.5% 14.28% +0.32
ESGV Vanguard ESG US Stock ETF Add +2.5% 8.40% +0.27
CGSM Cap Group Short Muni Income New 0.26% +0.26
JIRE JPMorgan Int Res Enh Eqty Add +109.0% 0.45% +0.20
JMUB JPMorgan Municipal ETF Add +27.9% 1.01% +0.18
PBFR Pgim La S&P 500 BUF20 ETF-US New 0.10% +0.10
QLTY GMO U.S. Quality ETF Add +13.3% 1.19% +0.09
USXF iShares ESG Advance MSCI USA Add +2.3% 5.12% +0.07
GDX Vaneck Gold Miners ETF New 0.01% +0.01
V Visa Inc. Class A Add +2.7% 0.09% +0.01
PYLD PIMCO Multisector Bond Actv Add +8.0% 0.39% +0.01
GEO The Geo Group Inc. New 0.01% +0.01
LUNR Intuitive Machines Inc. Add +206.4% 0.01% +0.01
BIV Vanguard Intermediate-Term B Add +32.0% 0.02% +0.00
PTC PTC Inc. New 0.00% +0.00
JPM JPMorgan Chase & Co. Add +23.8% 0.01% +0.00
VOX Vanguard Communication Servi New 0.00% +0.00
ASTS Ast Spacemobile Inc. New 0.00% +0.00
GILD Gilead Sciences Inc. Add +4.0% 0.02% +0.00
MRVL Marvell Technology Inc. New 0.00% +0.00
ET Energy Transfer LP Add +1.9% 0.01% +0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.46% +0.00
CCL Carnival Corp. Add +51.5% 0.00% +0.00
XSD SS SPDR S&P Semiconductor New 0.00% +0.00
AR Antero Resources Corp. New 0.00% +0.00
CARR Carrier Global Corp. New 0.00% +0.00
LEU Centrus Energy Corp. Class A New 0.00% +0.00
COST Costco Wholesale Corp. New 0.00% +0.00
EQT Eqt Corp. New 0.00% +0.00
ICE Intercontinental Exchange Inc. New 0.00% +0.00
MA Mastercard Inc. Class A New 0.00% +0.00
KRE SS SPDR S&P Regional Bank New 0.00% +0.00
AKAM Akamai Technologies Inc. New 0.00% +0.00
ECL Ecolab Inc. New 0.00% +0.00
MDLZ Mondelez International Inc. Class A New 0.00% +0.00
RTX RTX Corp. New 0.00% +0.00
XBI SS SPDR S&P Biotech ETF New 0.00% +0.00
SLB SLB Ltd. New 0.00% +0.00
VWO Vanguard Ftse Emerging Marke New 0.00% +0.00
LIN Linde PLC New 0.00% +0.00
INDA iShares MSCI India ETF Add +87.9% 0.00% +0.00
LOW Lowe's Cos Inc. Add +24.0% 0.01% +0.00
ACN Accenture PLC Class A Add +8.2% 0.02% +0.00
TROW T Rowe Price Group Inc. New 0.00% +0.00
EPD Enterprise Products Partners Add +1.8% 0.01% +0.00
VOTE TCW Transform 500 ETF Add +1.4% 0.00% 0.00
MOS The Mosaic Co. New 0.00% 0.00
UBS UBS Group AG-Reg New 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 250$287.6MDFAU, ESGV, DFIV, JCPB, VUG
Q4 2025 234$290.9MDFAU, ESGV, DFIV, JCPB, VUG
Q3 2025 240$256.3MDFAU, ESGV, VUG, DFIV, USXF
Q2 2025 254$242.4MDFAU, ESGV, VUG, DFIV, VIGI
Q1 2025 222$222.8MDFAU, ESGV, VUG, DFIV, VIGI
Q4 2024 235$208.1MDFAU, JCPB, ESGV, VUG, CMF
Q3 2024 216$203.5MDFAU, JCPB, ESGV, CMF, VUG
Q2 2024 343$192.7MDFAU, JCPB, ESGV, CMF, VUG
Q1 2024 165$91.3MDFAU, DFAX, DFIV, USXF, AAPL