Financial Consulate Inc.

Q2 2021 13F Holdings

  • Location
    hunt valley, MD
  • Num holdings

    131

  • Value ($000)

    $277,441

  • Date Filed
    07/14/2021
  • Form type
    13F-HR
  • CIK
    0001865938
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2021 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TXG
TXG

10X GENOMICS INC

CL A COM
$27.66M
10 %

141,258

RSPF
RSPF

INVESCO EXCHANGE TRADED FD T

S&P500 EQL FIN
$23.24M
8 %

388,799

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
$21.89M
8 %

210,509

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$17.16M
6 %

272,494

CWI
CWI

SPDR INDEX SHS FDS

MSCI ACWI EXUS
$16.82M
6 %

557,124

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$16.60M
6 %

212,093

MCX
MCX

MCCORMICK & CO INC

COM NON VTG
$15.37M
6 %

174,071

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$14.14M
5 %

358,316

AAPL
AAPL

APPLE INC

COM
$11.45M
4 %

83,621

SCHR
SCHR

SCHWAB STRATEGIC TR

INTRM TRM TRES
$10.01M
4 %

176,008

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