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Home > Institutional Investor > Financial Consulate, Inc > Profile

Instuitional Investor - Financial Consulate, Inc

Fund Profile
Filing Period:
Fund Name: Financial Consulate, Inc
Portfolio Value $304,083,284
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,114,202 $62,840,978 20.66%
2.
Schwab Strategic Trust
 FNDF 1,284,050 $47,458,485 15.6%
3.
Schwab Strategic Trust
 FNDF 541,964 $33,114,016 10.88%
4.
Dimensional Etf Trust
 990,447 $28,336,688 9.31%
5.
Pimco Equity Ser
 939,890 $27,417,466 9.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)