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| Name: |
Financial Connections Group Inc. |
| City: |
CORTE MADERA |
| State: |
CA |
| Zip: |
94925 |
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data |
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| Holdings
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27 |
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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 |
|
JPST |
Jp Morgan Ultra Short Incom... |
|
- |
$0.00 |
$4,055,000 |
80,364 |
% |
-18,000 |
-733 |
0 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
|
- |
$62.04 |
$2,995,000 |
48,033 |
% |
-321,000 |
-7,602 |
0 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
|
- |
$36.53 |
$2,066,000 |
57,635 |
% |
71,000 |
-1,029 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
|
- |
$416.94 |
$2,039,000 |
4,847 |
% |
184,000 |
-356 |
0 |
N/A |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
|
- |
$0.00 |
$1,729,000 |
42,924 |
% |
16,000 |
-2,151 |
0 |
N/A |
|
|
PHYL |
Pgim Active High Yield Bond... |
|
- |
$0.00 |
$698,000 |
19,923 |
% |
-119,000 |
-3,564 |
0 |
N/A |
|
|
NUSC |
Nushares Esg Small Cap Etf |
|
- |
$0.00 |
$648,000 |
15,565 |
% |
7,000 |
-834 |
0 |
N/A |
|
|
JAVA |
Jpmorgan Active Value Etf |
|
- |
$60.48 |
$565,000 |
9,427 |
% |
-625,000 |
-11,969 |
0 |
N/A |
|
|
TBUX |
T Rowe Price Ultra Short-te... |
|
- |
$0.00 |
$412,000 |
8,347 |
% |
-18,000 |
-411 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
|
- |
$176.06 |
$362,000 |
2,392 |
% |
3,000 |
-182 |
0 |
N/A |
|
|
TEQI |
T Rowe Price Equity Income Etf |
|
- |
$0.00 |
$229,000 |
5,752 |
% |
-54,000 |
-2,000 |
0 |
N/A |
|
|
V |
Visa Inc |
|
- |
$280.10 |
$185,000 |
662 |
% |
-221,000 |
-898 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$471.91 |
$136,000 |
279 |
% |
-223,000 |
-737 |
0 |
N/A |
|
|
ELR |
streetTRACKS Series Trust -... |
|
- |
$62.27 |
$112,000 |
1,811 |
% |
10,000 |
-16 |
0 |
N/A |
|
|
TFLR |
T Rowe Price Floating Rate Etf |
|
- |
$0.00 |
$108,000 |
2,072 |
% |
-165,000 |
-3,225 |
0 |
N/A |
|
|
AXP |
American Express Co |
|
- |
$242.82 |
$77,000 |
334 |
% |
-266,000 |
-1,500 |
0 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
|
- |
$54.33 |
$65,000 |
1,180 |
% |
2,000 |
-29 |
0 |
N/A |
|
|
HYXE |
Ishares Iboxx High Yld Ex Oil |
|
- |
$0.00 |
$63,000 |
1,360 |
% |
-4,000 |
-134 |
0 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
|
- |
$924.79 |
$54,000 |
59 |
% |
-352,000 |
-761 |
0 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
|
- |
$204.79 |
$40,000 |
197 |
% |
-169,000 |
-1,034 |
0 |
N/A |
|
|
GOOG |
Alphabet Inc |
|
- |
$177.29 |
$37,000 |
240 |
% |
-419,000 |
-3,000 |
0 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
|
- |
$372.63 |
$33,000 |
81 |
% |
-102,000 |
-320 |
0 |
Medical Appliances & ... |
|
|
APD |
Air Products & Chemicals Inc |
|
- |
$262.70 |
$19,000 |
75 |
% |
-5,000 |
-16 |
0 |
N/A |
|
|
CTVA |
Corteva, Inc. |
|
- |
$56.45 |
$18,000 |
311 |
% |
-36,000 |
-833 |
0 |
N/A |
|
|
BA |
Boeing Co |
|
- |
$184.95 |
$7,000 |
34 |
% |
-5,000 |
-15 |
0 |
N/A |
|
|
MA |
MasterCard Inc A |
|
- |
$460.27 |
$6,000 |
12 |
% |
-99,000 |
-235 |
0 |
N/A |
|
|
ZIM |
Zim Integrated Shipping Ser... |
|
- |
$18.73 |
$1,000 |
50 |
% |
0 |
-97 |
0 |
N/A |
|
