account_balance
Investment manager · 13F filer · SEC CIK 1624510
Financial Consulate, Inc
Reported value$899Mas of Jun 30, 2026
Positions1,449 135 new, 88 sold out
Top 10 weight64.8%SCHX alone is 17%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
17.3%
DUHPDimensional ETF Trust
9.8%Added +3%
MFDXPimco Equity Ser
7.9%
SCHFSchwab Strategic Tr
5.9%Added +4%
DIHPDimensional ETF Trust
4.9%Added +5%
SHViShares Tr
4.3%Added +6%
VTIPVanguard Malvern FDS
4.1%Added +5%
DFASDimensional ETF Trust
4.0%Added +2%
FNDBSchwab Strategic Tr
3.7%Added +4%
SHYiShares Tr
3.0%
AAPLApple Inc
2.4%
FLQMFranklin Templeton ETF Tr
2.4%
SCHXSchwab Strategic Tr
17.3%
DUHP9.8%MFDX7.9%SCHF5.9%DIHP4.9%SHV4.3%VTIP4.1%DFAS4.0%FNDB3.7%SHY3.0%AAPL2.4%FLQM2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 17.3% HeldDUHP Dimensional ETF Trust 9.8% Added +3%MFDX Pimco Equity Ser 7.9% HeldSCHF Schwab Strategic Tr 5.9% Added +4%DIHP Dimensional ETF Trust 4.9% Added +5%SHV iShares Tr 4.3% Added +6%VTIP Vanguard Malvern FDS 4.1% Added +5%DFAS Dimensional ETF Trust 4.0% Added +2%FNDB Schwab Strategic Tr 3.7% Added +4%SHY iShares Tr 3.0% HeldAAPL Apple Inc 2.4% HeldFLQM Franklin Templeton ETF Tr 2.4% Held
What changed