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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 $396,161,564
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,117,925 $90,923,794 22.95%
2.
Pimco Equity Ser
 1,851,765 $59,198,721 14.94%
3.
Schwab Strategic Trust
 FNDF 1,637,012 $37,667,649 9.51%
4.
Schwab Strategic Trust
 FNDF 1,865,446 $36,898,525 9.31%
5.
Dimensional Etf Trust
 894,617 $29,647,608 7.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)