Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Financial Consulate, Inc > Profile

Instuitional Investor - Financial Consulate, Inc

Fund Profile
Filing Period:
Fund Name: Financial Consulate, Inc
Portfolio Value $377,067,652
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,757,492 $87,098,667 23.09%
2.
Schwab Strategic Trust
 FNDF 2,709,810 $50,131,488 13.29%
3.
Schwab Strategic Trust
 FNDF 1,641,227 $38,174,931 10.12%
4.
Pimco Equity Ser
 1,196,790 $35,353,165 9.37%
5.
Dimensional Etf Trust
 1,010,994 $34,161,482 9.05%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)