Financial Connections Group, Inc.
252 holdingsFiling period: 2026-03-31Current AUM: $316.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 963.0K | $43.4M | $49.9M | 15.74% | -2,983 | 2026-03-31 |
| 2 | ESGV | VANGUARD WORLD FD | 166.6K | $18.7M | $22.0M | 6.94% | -8,113 | 2026-03-31 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 320.9K | $16.9M | $18.4M | 5.80% | -11,508 | 2026-03-31 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 346.0K | $16.3M | $16.0M | 5.04% | +12.5K | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 31.8K | $13.9M | $16.3M | 5.13% | -91 | 2026-03-31 |
| 6 | USXF | ISHARES TR | 227.8K | $12.6M | $15.1M | 4.76% | -13,890 | 2026-03-31 |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | 242.6K | $11.6M | $11.6M | 3.67% | +73.8K | 2026-03-31 |
| 8 | PBFR | PGIM ROCK ETF TR | 351.2K | $10.2M | $10.8M | 3.41% | +17.3K | 2026-03-31 |
| 9 | VSGX | VANGUARD WORLD FD | 133.6K | $9.6M | $10.7M | 3.38% | +4.6K | 2026-03-31 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 263.3K | $8.9M | $9.6M | 3.03% | -10,939 | 2026-03-31 |
| 11 | CMF | ISHARES TR | 153.9K | $8.7M | $8.7M | 2.75% | -3,495 | 2026-03-31 |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | 152.2K | $7.7M | $7.7M | 2.43% | -11,941 | 2026-03-31 |
| 13 | VIGI | VANGUARD WHITEHALL FDS | 76.5K | $6.8M | $7.4M | 2.35% | -8,080 | 2026-03-31 |
| 14 | QLTY | 2023 ETF SERIES TRUST II | 178.0K | $6.4M | $7.4M | 2.35% | -7,914 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 24.3K | $6.2M | $7.5M | 2.37% | -175 | 2026-03-31 |
| 16 | DIHP | DIMENSIONAL ETF TRUST | 177.3K | $5.7M | $6.1M | 1.93% | +20.9K | 2026-03-31 |
| 17 | DMXF | ISHARES TR | 75.3K | $5.7M | $6.3M | 2.00% | -1,889 | 2026-03-31 |
| 18 | JIRE | J P MORGAN EXCHANGE TRADED F | 74.0K | $5.6M | $6.2M | 1.95% | -3,318 | 2026-03-31 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | 150.5K | $5.5M | $6.2M | 1.96% | +17.3K | 2026-03-31 |
| 20 | ACWV | ISHARES INC | 44.5K | $5.3M | $5.5M | 1.75% | -437 | 2026-03-31 |
| 21 | DFUS | DIMENSIONAL ETF TRUST | 71.9K | $5.1M | $5.9M | 1.85% | +1.3K | 2026-03-31 |
| 22 | CGSM | CAPITAL GRP FIXED INCM ETF T | 190.9K | $5.0M | $5.0M | 1.58% | +13.8K | 2026-03-31 |
| 23 | VV | VANGUARD INDEX FDS | 14.0K | $4.2M | $4.8M | 1.51% | -- | 2026-03-31 |
| 24 | DFAI | DIMENSIONAL ETF TRUST | 90.2K | $3.5M | $3.8M | 1.20% | +22.4K | 2026-03-31 |
| 25 | JMUB | J P MORGAN EXCHANGE TRADED F | 51.0K | $2.6M | $2.5M | 0.80% | -3,531 | 2026-03-31 |
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