FIDUCIARY FINANCIAL GROUP, LLC
Q4 2024 13F Holdings
- Locationsan rafael, CA
- Num holdings
276
- Value ($000)
$459,726
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001925420
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $41.45M | 9 % | 174,992 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $35.89M | 8 % | 1,489,093 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $20.98M | 5 % | 208,903 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $20.59M | 5 % | 599,856 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $18.52M | 4 % | 203,183 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $17.61M | 4 % | 608,073 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $15.72M | 3 % | 445,065 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $14.64M | 3 % | 589,437 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $10.10M | 2 % | 136,687 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.67M | 2 % | 176,927 |
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