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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 $898,795,879
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 5,233,659 $157,009,767 17.47%
2.
Dfa Invt Dimensions Group In
 2,094,789 $87,792,624 9.77%
3.
Pimco Equity Ser
 1,694,433 $70,150,875 7.8%
4.
Schwab Strategic Trust
 SCHD 1,933,944 $53,125,455 5.91%
5.
Dimensional Etf Trust
 DFAC 1,299,895 $43,793,468 4.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.