FINANCIAL CONSULATE, INC
Q4 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
1,339
- Value ($000)
$731,401
- Date Filed01/21/2026
- Form type13F-HR
- CIK0001624510
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $139.98M | 19 % | 5,201,944 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $75.61M | 10 % | 1,988,141 | ||
PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $64.14M | 9 % | 1,669,238 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $43.84M | 6 % | 1,823,619 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $37.84M | 5 % | 1,195,150 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $29.57M | 4 % | 424,499 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $27.58M | 4 % | 557,604 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $27.08M | 4 % | 1,019,275 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.8M | 3 % | 794,902 | ||
FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $21.39M | 3 % | 380,180 |
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