FINANCIAL CONSULATE, INC: 13F holdings
CIK 16245102026Q2
| Positions | 1,449 |
|---|---|
| Reported value | $876.6m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 5,266,972 | $155.0m | 17.7% |
| DIMENSIONAL ETF TRUST | 2,109,650 | $88.0m | 10.0% |
| PIMCO EQUITY SER | 1,704,901 | $71.0m | 8.1% |
| SCHF SCHWAB STRATEGIC TR | 1,923,183 | $53.3m | 6.1% |
| DIHP DIMENSIONAL ETF TRUST | 1,301,772 | $44.4m | 5.1% |
| SHV ISHARES TR | 347,758 | $38.4m | 4.4% |
| VTIP VANGUARD MALVERN FDS | 738,693 | $37.1m | 4.2% |
| DIMENSIONAL ETF TRUST | 433,095 | $35.7m | 4.1% |
| SCHWAB STRATEGIC TR | 1,078,457 | $32.8m | 3.7% |
| SHY ISHARES TR | 328,601 | $27.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1624510")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.