Financial Connections Group
CORTE MADERA, CAfiles as Financial Connections Group, Inc.
$288m in 251 US stocks at the end of 31 March 2026. The top 10 are 56.4% of the money. It changed about 4.1% of the portfolio this quarter.
Value
$288m
Stocks
251
Top 10 share
56.4%
Turnover
4.1%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM<0.1% of the fund
- Ishares TRIBTK<0.1% of the fund
- Valero EnergyVLO<0.1% of the fund
- Dimensional ETF TrustDFEM<0.1% of the fund
- AT&TT<0.1% of the fund
- Vanguard Tax-Managed FDSVEA<0.1% of the fund
- Dimensional ETF TrustDFSV<0.1% of the fund
- Iron MountainIRM<0.1% of the fund
- Vanguard Intl Equity Index FVWO<0.1% of the fund
- Pimco ETF TRMINT<0.1% of the fund
- New York Life Investments ETQAI<0.1% of the fund
- NetflixNFLX<0.1% of the fund
- US BancorpUSB<0.1% of the fund
- Cheniere EnergyLNG<0.1% of the fund
- Anika TherapeuticsANIK<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
- Wisdomtree TRWTMF<0.1% of the fund
- Spdr Gold TRGLD<0.1% of the fund
- Vanguard Index FDSVNQ<0.1% of the fund
- BroadcomAVGO<0.1% of the fund
- Vanguard World FDVDE<0.1% of the fund
- Vanguard World FDVFH<0.1% of the fund
- Vanguard World FDVHT<0.1% of the fund
- Ishares TRQUAL<0.1% of the fund
- IsharesIEMG<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJCPB5.7% of the fund+4%
- J P Morgan Exchange Traded FJPIB4.0% of the fund+44%
- Pgim Rock ETF TRPBFR3.5% of the fund+5%
- Vanguard World FDVSGX3.3% of the fund+4%
- Dimensional ETF TrustDIHP2.0% of the fund+13%
- Dimensional ETF TrustDUHP1.9% of the fund+13%
- Capital GRP Fixed Incm ETF TCGSM1.7% of the fund+8%
- Dimensional ETF TrustDFAI1.2% of the fund+33%
- Dimensional ETF TrustDFSU0.7% of the fund+3%
- Pimco ETF TRBILZ0.5% of the fund+106%
- Blackrock ETF Trust IIINMU0.4% of the fund+667%
- Pimco ETF TRPYLD0.4% of the fund+12%
- Dimensional ETF TrustDFSI0.3% of the fund+3%
- Ishares TREUSB0.1% of the fund+4%
- Amazon.comAMZN0.1% of the fund+6%
- Vanguard Specialized FundsVIG0.1% of the fund+26%
- Pgim Rock ETF TRBUFP<0.1% of the fund+127%
- VisaV<0.1% of the fund+11%
- Meta PlatformsMETA<0.1% of the fund+6%
- JPMorgan ChaseJPM<0.1% of the fund+10%
- Palo Alto NetworksPANW<0.1% of the fund+10%
- GE VernovaGEV<0.1% of the fund+4%
- Advanced Micro DevicesAMD<0.1% of the fund+2860%
- Ishares TRIVW<0.1% of the fund+29%
- SempraSRE<0.1% of the fund+3%
Cut
Sold some of their stake.
- Vanguard World FDESGV6.5% of the fund-5%
- Dimensional ETF TrustDFIV5.9% of the fund-3%
- Ishares TRUSXF4.4% of the fund-6%
- Dimensional ETF TrustDFAX3.1% of the fund-4%
- Ishares TRCMF3.0% of the fund-2%
- J P Morgan Exchange Traded FJPST2.7% of the fund-7%
- Vanguard Whitehall FDSVIGI2.4% of the fund-10%
- GMO ETF TrustQLTY2.2% of the fund-4%
- Ishares TRDMXF2.0% of the fund-2%
- J P Morgan Exchange Traded FJIRE1.9% of the fund-4%
- J P Morgan Exchange Traded FJMUB0.9% of the fund-6%
- Vanguard Index FDSVTI0.6% of the fund-3%
- T Rowe Price Exchange-TradedTDVG0.6% of the fund-3%
- Ishares TRHYXF0.5% of the fund-6%
- Vanguard Star FDSVXUS0.4% of the fund-16%
- Vanguard Index FDSVOO0.3% of the fund-13%
- NvidiaNVDA0.2% of the fund-12%
- TeslaTSLA0.2% of the fund-2%
- Nushares ETF TRNUSA0.1% of the fund-9%
- OracleORCL<0.1% of the fund-44%
- T Rowe Price Exchange-TradedTBUX<0.1% of the fund-23%
- Ishares TRSUSA<0.1% of the fund-43%
- Vanguard BD Index FDSBIV<0.1% of the fund-20%
- Vanguard Index FDSVB<0.1% of the fund-16%
- American ExpressAXP<0.1% of the fund-19%
Sold out
Sold their entire stake.
- ServiceNowNOW-100%
- PTCPTC-100%
- Dolby LaboratoriesDLB-100%
- Select Sector Spdr TRXLE-100%
- Dell TechnologiesDELL-100%
- Uber TechnologiesUBER-100%
- Invesco Exch Traded FD TR IIPBD-100%
- MastercardMA-100%
- Procter & GamblePG-100%
- USA TodayTDAY-100%
- J P Morgan Exchange Traded FHELO-100%
- F&G Annuities & LifeFG-100%
- Spdr Series TrustSPHY-100%
Holdings
- Dimensional ETF TrustDFAU
- Share
- 15.1%
- Value
- $43m
- Shares
- 962,980
Held
- Vanguard World FDESGV
- Share
- 6.5%
- Value
- $19m
- Shares
- 166,585
-5%
- Dimensional ETF TrustDFIV
- Share
- 5.9%
- Value
- $17m
- Shares
- 320,867
-3%
- J P Morgan Exchange Traded FJCPB
- Share
- 5.7%
- Value
- $16m
- Shares
- 345,985
+4%
- Vanguard Index FDSVUG
- Share
- 4.8%
- Value
- $14m
- Shares
- 31,799
Held
- Ishares TRUSXF
- Share
- 4.4%
- Value
- $13m
- Shares
- 227,786
-6%
- J P Morgan Exchange Traded FJPIB
- Share
- 4.0%
- Value
- $12m
- Shares
- 242,579
+44%
- Pgim Rock ETF TRPBFR
- Share
- 3.5%
- Value
- $10m
- Shares
- 351,152
+5%
- Vanguard World FDVSGX
- Share
- 3.3%
- Value
- $10m
- Shares
- 133,556
+4%
- Dimensional ETF TrustDFAX
- Share
- 3.1%
- Value
- $9m
- Shares
- 263,308
-4%
- Ishares TRCMF
- Share
- 3.0%
- Value
- $9m
- Shares
- 153,857
-2%
- J P Morgan Exchange Traded FJPST
- Share
- 2.7%
- Value
- $8m
- Shares
- 152,150
-7%
- Vanguard Whitehall FDSVIGI
- Share
- 2.4%
- Value
- $7m
- Shares
- 76,502
-10%
- GMO ETF TrustQLTY
- Share
- 2.2%
- Value
- $6m
- Shares
- 178,032
-4%
- Dimensional ETF TrustDIHP
- Share
- 2.0%
- Value
- $6m
- Shares
- 177,303
+13%
- Ishares TRDMXF
- Share
- 2.0%
- Value
- $6m
- Shares
- 75,280
-2%
- J P Morgan Exchange Traded FJIRE
- Share
- 1.9%
- Value
- $6m
- Shares
- 74,025
-4%
- Dimensional ETF TrustDUHP
- Share
- 1.9%
- Value
- $6m
- Shares
- 150,502
+13%
- IsharesACWV
- Share
- 1.9%
- Value
- $5m
- Shares
- 44,539
Held
- Dimensional ETF TrustDFUS
- Share
- 1.8%
- Value
- $5m
- Shares
- 71,943
Held
- Capital GRP Fixed Incm ETF TCGSM
- Share
- 1.7%
- Value
- $5m
- Shares
- 190,872
+8%
- Vanguard Index FDSVV
- Share
- 1.5%
- Value
- $4m
- Shares
- 13,968
Held
- Dimensional ETF TrustDFAI
- Share
- 1.2%
- Value
- $4m
- Shares
- 90,186
+33%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.9%
- Value
- $3m
- Shares
- 51,033
-6%
- Spdr Index SHS FDSSPDW
- Share
- 0.8%
- Value
- $2m
- Shares
- 52,840
Held
- Ishares TRIWF
- Share
- 0.7%
- Value
- $2m
- Shares
- 4,494
Held
- Dimensional ETF TrustDFSU
- Share
- 0.7%
- Value
- $2m
- Shares
- 46,359
+3%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $2m
- Shares
- 5,745
-3%
- T Rowe Price Exchange-TradedTDVG
- Share
- 0.6%
- Value
- $2m
- Shares
- 41,161
-3%
- Vanguard Index FDSVBK
- Share
- 0.6%
- Value
- $2m
- Shares
- 5,740
Held
- Pimco ETF TRBILZ
- Share
- 0.5%
- Value
- $2m
- Shares
- 15,068
+106%
- Ishares TRHYXF
- Share
- 0.5%
- Value
- $1m
- Shares
- 29,454
-6%
- Dimensional ETF TrustDFAS
- Share
- 0.5%
- Value
- $1m
- Shares
- 18,537
Held
- Capital GRP Fixed Incm ETF TCGHM
- Share
- 0.4%
- Value
- $1m
- Shares
- 50,510
Held
- Vanguard Star FDSVXUS
- Share
- 0.4%
- Value
- $1m
- Shares
- 15,993
-16%
- Blackrock ETF Trust IIINMU
- Share
- 0.4%
- Value
- $1m
- Shares
- 50,552
+667%
- Pimco ETF TRPYLD
- Share
- 0.4%
- Value
- $1m
- Shares
- 40,092
+12%
- Dimensional ETF TrustDFSI
- Share
- 0.3%
- Value
- $969,000
- Shares
- 22,868
+3%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $823,000
- Shares
- 1,378
-13%
- Ishares TRESML
- Share
- 0.3%
- Value
- $723,000
- Shares
- 15,384
Held
- J P Morgan Exchange Traded FJAVA
- Share
- 0.2%
- Value
- $528,000
- Shares
- 7,360
Held
- Ishares TREUSB
- Share
- 0.1%
- Value
- $384,000
- Shares
- 8,850
+4%
- Nushares ETF TRNUSA
- Share
- 0.1%
- Value
- $375,000
- Shares
- 16,108
-9%
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $308,000
- Shares
- 1,434
+26%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $232,000
- Shares
- 357
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $217,000
- Shares
- 333
Held
- Ishares TRIWB
- Share
- <0.1%
- Value
- $207,000
- Shares
- 582
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $200,000
- Shares
- 807
Held
- Pgim Rock ETF TRBUFP
- Share
- <0.1%
- Value
- $174,000
- Shares
- 5,878
+127%
- T Rowe Price Exchange-TradedTSPA
- Share
- <0.1%
- Value
- $153,000
- Shares
- 3,741
Held
- T Rowe Price Exchange-TradedTEQI
- Share
- <0.1%
- Value
- $144,000
- Shares
- 3,219
Held
- Vaneck ETF TrustGDX
- Share
- <0.1%
- Value
- $137,000
- Shares
- 1,500
Held
- T Rowe Price Exchange-TradedTBUX
- Share
- <0.1%
- Value
- $136,000
- Shares
- 2,736
-23%
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $128,000
- Shares
- 1,682
Held
- T Rowe Price Exchange-TradedTCAF
- Share
- <0.1%
- Value
- $124,000
- Shares
- 3,503
Held
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $121,000
- Shares
- 210
Held
- Ishares TRSUSA
- Share
- <0.1%
- Value
- $102,000
- Shares
- 773
-43%
- Ishares TRHDV
- Share
- <0.1%
- Value
- $97,000
- Shares
- 715
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $92,000
- Shares
- 484
Held
- Wisdomtree TREES
- Share
- <0.1%
- Value
- $78,000
- Shares
- 1,350
Held
- Ishares TRDVY
- Share
- <0.1%
- Value
- $75,000
- Shares
- 497
Held
- Ishares TRIWS
- Share
- <0.1%
- Value
- $75,000
- Shares
- 517
Held
- Janus Detroit STR TRJAAA
- Share
- <0.1%
- Value
- $75,000
- Shares
- 1,500
Held
- Vanguard Whitehall FDSVYM
- Share
- <0.1%
- Value
- $74,000
- Shares
- 502
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAU | 15.1% | $43m | 962,980 | Held |
| Vanguard World FDESGV | 6.5% | $19m | 166,585 | -5% |
| Dimensional ETF TrustDFIV | 5.9% | $17m | 320,867 | -3% |
| J P Morgan Exchange Traded FJCPB | 5.7% | $16m | 345,985 | +4% |
| Vanguard Index FDSVUG | 4.8% | $14m | 31,799 | Held |
| Ishares TRUSXF | 4.4% | $13m | 227,786 | -6% |
| J P Morgan Exchange Traded FJPIB | 4.0% | $12m | 242,579 | +44% |
| Pgim Rock ETF TRPBFR | 3.5% | $10m | 351,152 | +5% |
| Vanguard World FDVSGX | 3.3% | $10m | 133,556 | +4% |
| Dimensional ETF TrustDFAX | 3.1% | $9m | 263,308 | -4% |
| Ishares TRCMF | 3.0% | $9m | 153,857 | -2% |
| J P Morgan Exchange Traded FJPST | 2.7% | $8m | 152,150 | -7% |
| Vanguard Whitehall FDSVIGI | 2.4% | $7m | 76,502 | -10% |
| GMO ETF TrustQLTY | 2.2% | $6m | 178,032 | -4% |
| AppleAAPL | 2.1% | $6m | 24,264 | Held |
| Dimensional ETF TrustDIHP | 2.0% | $6m | 177,303 | +13% |
| Ishares TRDMXF | 2.0% | $6m | 75,280 | -2% |
| J P Morgan Exchange Traded FJIRE | 1.9% | $6m | 74,025 | -4% |
| Dimensional ETF TrustDUHP | 1.9% | $6m | 150,502 | +13% |
| IsharesACWV | 1.9% | $5m | 44,539 | Held |
| Dimensional ETF TrustDFUS | 1.8% | $5m | 71,943 | Held |
| Capital GRP Fixed Incm ETF TCGSM | 1.7% | $5m | 190,872 | +8% |
| Vanguard Index FDSVV | 1.5% | $4m | 13,968 | Held |
| Dimensional ETF TrustDFAI | 1.2% | $4m | 90,186 | +33% |
| J P Morgan Exchange Traded FJMUB | 0.9% | $3m | 51,033 | -6% |
| Spdr Index SHS FDSSPDW | 0.8% | $2m | 52,840 | Held |
| Berkshire HathawayBRK-B | 0.8% | $2m | 4,878 | Held |
| Ishares TRIWF | 0.7% | $2m | 4,494 | Held |
| Dimensional ETF TrustDFSU | 0.7% | $2m | 46,359 | +3% |
| Vanguard Index FDSVTI | 0.6% | $2m | 5,745 | -3% |
| T Rowe Price Exchange-TradedTDVG | 0.6% | $2m | 41,161 | -3% |
| Vanguard Index FDSVBK | 0.6% | $2m | 5,740 | Held |
| Pimco ETF TRBILZ | 0.5% | $2m | 15,068 | +106% |
| Ishares TRHYXF | 0.5% | $1m | 29,454 | -6% |
| Dimensional ETF TrustDFAS | 0.5% | $1m | 18,537 | Held |
| Capital GRP Fixed Incm ETF TCGHM | 0.4% | $1m | 50,510 | Held |
| Vanguard Star FDSVXUS | 0.4% | $1m | 15,993 | -16% |
| Blackrock ETF Trust IIINMU | 0.4% | $1m | 50,552 | +667% |
| Pimco ETF TRPYLD | 0.4% | $1m | 40,092 | +12% |
| Dimensional ETF TrustDFSI | 0.3% | $969,000 | 22,868 | +3% |
| AlphabetGOOGL | 0.3% | $863,000 | 3,002 | Held |
| Vanguard Index FDSVOO | 0.3% | $823,000 | 1,378 | -13% |
| Ishares TRESML | 0.3% | $723,000 | 15,384 | Held |
| Palantir TechnologiesPLTR | 0.2% | $591,000 | 4,041 | Held |
| J P Morgan Exchange Traded FJAVA | 0.2% | $528,000 | 7,360 | Held |
| MicrosoftMSFT | 0.2% | $528,000 | 1,427 | Held |
| NvidiaNVDA | 0.2% | $516,000 | 2,959 | -12% |
| Union PacificUNP | 0.2% | $444,000 | 1,833 | Held |
| TeslaTSLA | 0.2% | $442,000 | 1,191 | -2% |
| Ishares TREUSB | 0.1% | $384,000 | 8,850 | +4% |
| Nushares ETF TRNUSA | 0.1% | $375,000 | 16,108 | -9% |
| Alliant EnergyLNT | 0.1% | $373,000 | 5,200 | Held |
| Amazon.comAMZN | 0.1% | $359,000 | 1,728 | +6% |
| AlphabetGOOG | 0.1% | $356,000 | 1,243 | Held |
| Glacier BancorpGBCI | 0.1% | $338,000 | 7,575 | Held |
| Walt DisneyDIS | 0.1% | $332,000 | 3,451 | Held |
| Vanguard Specialized FundsVIG | 0.1% | $308,000 | 1,434 | +26% |
| Bank of Marin BancorpBMRC | 0.1% | $307,000 | 12,000 | Held |
| CrowdStrike HoldingsCRWD | 0.1% | $291,000 | 746 | Held |
| Wells Fargo & CompanyWFC | 0.1% | $288,000 | 3,624 | Held |
| MerckMRK | <0.1% | $273,000 | 2,271 | Held |
| Johnson & JohnsonJNJ | <0.1% | $256,000 | 1,050 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $232,000 | 357 | Held |
| PfizerPFE | <0.1% | $230,000 | 8,221 | Held |
| AbbVieABBV | <0.1% | $227,000 | 1,046 | Held |
| OracleORCL | <0.1% | $226,000 | 1,541 | -44% |
| Ishares TRIVV | <0.1% | $217,000 | 333 | Held |
| Ishares TRIWB | <0.1% | $207,000 | 582 | Held |
| Ishares TRIWM | <0.1% | $200,000 | 807 | Held |
| BoeingBA | <0.1% | $199,000 | 1,000 | Held |
| Pgim Rock ETF TRBUFP | <0.1% | $174,000 | 5,878 | +127% |
| VisaV | <0.1% | $174,000 | 578 | +11% |
| Meta PlatformsMETA | <0.1% | $169,000 | 296 | +6% |
| Bank of AmericaBAC | <0.1% | $168,000 | 3,458 | Held |
| T Rowe Price Exchange-TradedTSPA | <0.1% | $153,000 | 3,741 | Held |
| T Rowe Price Exchange-TradedTEQI | <0.1% | $144,000 | 3,219 | Held |
| Vaneck ETF TrustGDX | <0.1% | $137,000 | 1,500 | Held |
| T Rowe Price Exchange-TradedTBUX | <0.1% | $136,000 | 2,736 | -23% |
| Spdr Series TrustSPYM | <0.1% | $128,000 | 1,682 | Held |
| T Rowe Price Exchange-TradedTCAF | <0.1% | $124,000 | 3,503 | Held |
| Invesco QQQ TRQQQ | <0.1% | $121,000 | 210 | Held |
| Home DepotHD | <0.1% | $114,000 | 346 | Held |
| General ElectricGE | <0.1% | $113,000 | 400 | Held |
| JPMorgan ChaseJPM | <0.1% | $113,000 | 387 | +10% |
| Automatic Data ProcessingADP | <0.1% | $111,000 | 548 | Held |
| Palo Alto NetworksPANW | <0.1% | $111,000 | 694 | +10% |
| Abbott LaboratoriesABT | <0.1% | $109,000 | 1,065 | Held |
| Ishares TRSUSA | <0.1% | $102,000 | 773 | -43% |
| Ishares TRHDV | <0.1% | $97,000 | 715 | Held |
| PNC Financial Services GroupPNC | <0.1% | $95,000 | 458 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $92,000 | 484 | Held |
| PepsiCoPEP | <0.1% | $90,000 | 580 | Held |
| GE VernovaGEV | <0.1% | $89,000 | 103 | +4% |
| Wisdomtree TREES | <0.1% | $78,000 | 1,350 | Held |
| Ishares TRDVY | <0.1% | $75,000 | 497 | Held |
| Ishares TRIWS | <0.1% | $75,000 | 517 | Held |
| Janus Detroit STR TRJAAA | <0.1% | $75,000 | 1,500 | Held |
| Vanguard Whitehall FDSVYM | <0.1% | $74,000 | 502 | Held |
| CortevaCTVA | <0.1% | $71,000 | 854 | Held |
| NextEra EnergyNEE | <0.1% | $67,000 | 729 | Held |
Showing the largest 100 of 251.
Over time and by industry
Value over time
Sep '25
Mar '26
Value is up 18.6% since 30 June 2025.
Where the money is
Technology3.0%
Financial services1.4%
Media & telecom0.6%
Health care0.5%
Industrials0.4%
Retail & consumer0.4%
Utilities0.2%
Everyday goods0.1%
Energy0.1%
Materials0.0%
Real estate0.0%
Other93.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.