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Financial Connections

Financial Connections is an investment advisor in Corte Madera with $370.79M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
204046468
SEC advisor number
801-57202
FINRA CRD number
108906
AUM ?
$434.29M (as of 3 Mar 22)
Accounts
1,173 (as of 3 Mar 22)
Employees
7 (3 investment advisory or research)

Investment data

Data from SEC filings
Top 50 of 293 long holdings
End of quarter 31 Mar 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$12.42M 43.18K NEW
$7.75M 73.97K NEW
Dimensional Etf Trust (US CORE EQT MKT)
$6.5M 206.16K NEW
$5.91M 155.41K NEW
$4.92M 137.78K NEW
$4.8M 139.93K NEW
$4.48M 25.66K 26K -1.3
$4.46M 26.92K NEW
$3.48M 16.71K NEW
Dimensional Etf Trust (US TARGETED VLU)
$2.94M 63.15K NEW
Vanguard Mun BD FDS
$2.38M 46.13K NEW
$2.31M 6.53K NEW
Vanguard Star FDS
$2.14M 35.8K NEW
$2M 8.08K NEW
$1.97M 32.36K NEW
T Rowe Price Etf Inc (PRICE BLUE CHIP)
$1.93M 65.9K NEW
$1.73M 7.59K NEW
$1.39M 4.99K NEW
$1.35M 29.08K NEW
T Rowe Price Etf Inc (PRICE DIV GRWT)
$1.33M 39.51K NEW
T Rowe Price Etf Inc (ULTRA SHRT TRM)
$1.18M 23.91K NEW
$1.12M 14.21K NEW
$1.11M 3.59K 3.59K 0
$1.08M 20.94K 21K -0.3
Nushares Etf TR
$888K 14.64K NEW
$845K 4.77K 4.77K 0
$842K 14.73K NEW
$797K 1.92K NEW
$796K 13.69K NEW
$752K 15.17K NEW
$566K 12.41K NEW
$504K 1.85K 1.85K 0
$493K 6.09K NEW
$463K 11.31K NEW
$343K 1.42K 1.42K 0
$338K 6.13K NEW
$325K 302 308 -1.9
$301K 6.71K NEW
$300K 108 NEW
Vanguard Specialized Funds
$266K 1.65K NEW
$262K 3.18K 3.18K 0
Dimensional Etf Trust (INFLATION PROTE)
$260K 5.46K NEW
$260K 1.55K 1.55K 0
$258K 1.69K 1.84K -8.2
$237K 2.94K 2.94K 0
$225K 2.33K NEW
$213K 473 NEW
$212K 2.59K 2.59K 0
$199K 4.25K 4.25K 0
$185K 1.67K 1.67K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

29 May 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings