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Home > Institutional Investor > Financial Consulate, Inc > 13F Holdings

Instuitional Investor - Financial Consulate, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,192,173 $133,127,319 16.59%
2.
Dimensional Etf Trust
 2,038,669 $74,941,489 9.34%
3.
Pimco Equity Ser
 1,686,385 $67,151,866 8.37%
4.
Schwab Strategic Trust
 FNDF 1,854,408 $45,896,600 5.72%
5.
Dimensional Etf Trust
 1,236,578 $39,842,535 4.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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