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| Name: |
Financial Connections Group Inc. |
| City: |
CORTE MADERA |
| State: |
CA |
| Zip: |
94925 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAU |
Dfa Dimensional Us Core Equ... |
|
- |
$0.00 |
$25,608,000 |
700,802 |
% |
5,235,000 |
88,051 |
0 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
|
- |
$26.09 |
$9,604,000 |
377,515 |
% |
1,047,000 |
27,073 |
0 |
N/A |
|
|
DFIV |
Dimensional International V... |
|
- |
$37.62 |
$9,046,000 |
246,143 |
% |
1,249,000 |
19,194 |
0 |
N/A |
|
|
USXF |
Ishares Esg Advanced Msci U... |
|
- |
$0.00 |
$8,322,000 |
184,313 |
% |
1,182,000 |
5,000 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$189.98 |
$4,418,000 |
25,764 |
% |
-16,000 |
2,732 |
0 |
N/A |
|
|
DMXF |
Ishares Esg Advanced Msci E... |
|
- |
$0.00 |
$4,144,000 |
60,812 |
% |
551,000 |
4,560 |
0 |
N/A |
|
|
EUSB |
Ishares Esg Advanced Total ... |
|
- |
$0.00 |
$3,129,000 |
73,051 |
% |
576,000 |
14,015 |
0 |
N/A |
|
|
TDVG |
T Rowe Price Dividend Growt... |
|
- |
$0.00 |
$3,014,000 |
79,304 |
% |
1,074,000 |
24,290 |
0 |
N/A |
|
|
JMUB |
Jpmorgan Municipal Etf |
|
- |
$0.00 |
$713,000 |
14,051 |
% |
9,000 |
235 |
0 |
N/A |
|
|
PYLD |
Pimco Multisector Bond Acti... |
|
- |
$25.57 |
$669,000 |
25,943 |
% |
213,000 |
8,160 |
0 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
|
- |
$0.00 |
$646,000 |
18,752 |
% |
100,000 |
1,205 |
0 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
|
- |
$0.00 |
$505,000 |
11,061 |
% |
28,000 |
691 |
0 |
N/A |
|
|
ORCL |
Oracle Corp |
|
- |
$122.91 |
$366,000 |
2,906 |
% |
64,000 |
40 |
0 |
N/A |
|
|
DFSI |
Dimensional Intl Sustainabi... |
|
- |
$0.00 |
$350,000 |
10,369 |
% |
177,000 |
4,967 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
|
- |
$180.75 |
$324,000 |
1,792 |
% |
86,000 |
223 |
0 |
N/A |
|
|
ABBV |
Abbvie Inc. |
|
- |
$157.06 |
$200,000 |
1,094 |
% |
38,000 |
48 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
|
- |
$529.44 |
$187,000 |
357 |
% |
20,000 |
5 |
0 |
N/A |
|
|
IAGG |
Ishares International Aggre... |
|
- |
$0.00 |
$144,000 |
2,881 |
% |
8,000 |
134 |
0 |
N/A |
|
|
ABT |
Abbott Laboratories |
|
- |
$103.95 |
$129,000 |
1,130 |
% |
12,000 |
65 |
0 |
N/A |
|
|
BAC |
Bank of America Corp |
|
- |
$39.70 |
$124,000 |
3,254 |
% |
20,000 |
141 |
0 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
|
- |
$508.17 |
$107,000 |
215 |
% |
1,000 |
13 |
0 |
N/A |
|
|
TCAF |
T Rowe Price Capital Apprec... |
|
- |
$0.00 |
$106,000 |
3,501 |
% |
24,000 |
501 |
0 |
N/A |
|
|
NEE |
NextEra Energy |
|
- |
$76.61 |
$102,000 |
1,593 |
% |
8,000 |
44 |
0 |
N/A |
|
|
AMAT |
Applied Materials Inc |
|
- |
$220.89 |
$84,000 |
406 |
% |
23,000 |
28 |
0 |
N/A |
|
|
TSPA |
T Rowe Price Us Equity Rese... |
|
- |
$0.00 |
$74,000 |
2,241 |
% |
72,000 |
2,167 |
0 |
N/A |
|
|
NFLX |
Netflix Inc |
|
- |
$646.75 |
$67,000 |
109 |
% |
17,000 |
5 |
0 |
N/A |
|
|
VCIT |
Vanguard Intermediate-Term |
|
- |
$79.56 |
$39,000 |
480 |
% |
5,000 |
50 |
0 |
N/A |
|
|
ACN |
Accenture Plc |
|
- |
$300.99 |
$33,000 |
93 |
% |
4,000 |
8 |
0 |
N/A |
|
|
ABR |
Arbor Realty Trust Inc |
|
- |
$13.37 |
$22,000 |
1,617 |
% |
-1,000 |
53 |
0 |
N/A |
|
|
ETE |
Energy Transfer Equity LP |
|
- |
$15.44 |
$21,000 |
1,298 |
% |
4,000 |
28 |
0 |
N/A |
|
|
UWMC |
Uwm Holdings |
|
- |
$7.26 |
$18,000 |
2,463 |
% |
1,000 |
37 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
|
- |
$0.00 |
$16,000 |
670 |
% |
1,000 |
4 |
0 |
N/A |
|
|
CSCO |
Cisco Systems Inc |
|
- |
$46.42 |
$15,000 |
287 |
% |
5,000 |
71 |
0 |
N/A |
|
|
AGNC |
AGNC Investment Corp |
|
- |
$9.64 |
$14,000 |
1,363 |
% |
2,000 |
50 |
0 |
N/A |
|
|
ORCC |
Owl Rock Capital Corp |
|
- |
$0.00 |
$11,000 |
658 |
% |
2,000 |
16 |
0 |
N/A |
|
|
PCG |
PG&E Corp |
|
- |
$18.46 |
$11,000 |
600 |
% |
10,000 |
500 |
0 |
N/A |
|
|
FCX |
Freeport McMoRan Copper & G... |
|
- |
$51.53 |
$6,000 |
120 |
% |
6,000 |
120 |
0 |
N/A |
|
|
T |
AT&T Corp |
|
- |
$17.50 |
$5,000 |
275 |
% |
5,000 |
260 |
0 |
N/A |
|
|
VOTE |
Engine No 1 Transform 500 Etf |
|
- |
$0.00 |
$5,000 |
70 |
% |
2,000 |
2 |
0 |
N/A |
|
