FINANCIAL CONSULATE, INC
Q4 2024 13F Holdings
- Locationhunt valley, MD
- Num holdings
31
- Value ($000)
$377,068
- Date Filed02/03/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $87.10M | 23 % | 3,757,492 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $50.13M | 13 % | 2,709,810 | ||
FNDB SCHWAB STRATEGIC TR | FUNDAMENTAL US B | 808524789 | $38.17M | 10 % | 1,641,227 | ||
MFDX PIMCO EQUITY SER | RAFI DYN MULTI | 72202L371 | $35.35M | 9 % | 1,196,790 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $34.16M | 9 % | 1,010,994 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $21.22M | 6 % | 776,613 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $21.06M | 6 % | 434,893 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $17.45M | 5 % | 524,515 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $17.30M | 5 % | 318,554 | ||
GMF SPDR INDEX SHS FDS | ASIA PACIF ETF | 78463X301 | $9.67M | 3 % | 83,706 |
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