Financial Connections Group, Inc.

CORTE MADERA, CA · CIK 1907157 · 13F filing filed 2026-05-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCorte Madera, CA

$287.6m reported value -1.1% vs Q4 2025

251positions

56.4%in top 10

29 new 49 added 37 reduced 13 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	962,980	$43.4m15.11%	15.11%	Reduced -3.0k	-2,983 -0.3%
2	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	166,585	$18.7m6.50%	6.50%	Reduced -8.1k	-8,113 -4.6%
3	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	320,867	$16.9m5.89%	5.89%	Reduced -11.5k	-11,508 -3.5%
4	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	345,985	$16.3m5.66%	5.66%	Added +12.5k	+12,535 3.8%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	31,799	$13.9m4.83%	4.83%	Reduced -91	-91 -0.3%
6	ISHARES TR ESG MSCI USA ETF USXF	USXF	227,786	$12.6m4.37%	4.37%	Reduced -13.9k	-13,890 -5.8%
7	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	242,579	$11.6m4.03%	4.03%	Added +73.8k	+73,795 43.7%
8	PGIM ROCK ETF TR LADDE S&P 20 ETF PBFR	PBFR	351,152	$10.2m3.54%	3.54%	Added +17.3k	+17,344 5.2%
9	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	133,556	$9.6m3.33%	3.33%	Added +4.6k	+4,640 3.6%
10	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	263,308	$8.9m3.11%	3.11%	Reduced -10.9k	-10,939 -4.0%
11	ISHARES TR CALIF MUN BD ETF CMF	CMF	153,857	$8.7m3.04%	3.04%	Reduced -3.5k	-3,495 -2.2%
12	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	152,150	$7.7m2.68%	2.68%	Reduced -11.9k	-11,941 -7.3%
13	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	76,502	$6.8m2.35%	2.35%	Reduced -8.1k	-8,080 -9.6%
14	GMO ETF TRUST GMO US QUALITY E QLTY	QLTY	178,032	$6.4m2.24%	2.24%	Reduced -7.9k	-7,914 -4.3%
15	APPLE INC COM AAPL	AAPL	24,264	$6.2m2.14%	2.14%	Reduced -175	-175 -0.7%
16	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	177,303	$5.7m1.99%	1.99%	Added +20.9k	+20,896 13.4%
17	ISHARES TR ESG EAFE ETF DMXF	DMXF	75,280	$5.7m1.97%	1.97%	Reduced -1.9k	-1,889 -2.5%
18	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	74,025	$5.6m1.95%	1.95%	Reduced -3.3k	-3,318 -4.3%
19	DIMENSIONAL ETF TRUST US HIGH PROFITAB US HIGH PROFITAB		150,502	$5.5m1.92%	1.92%	Added +17.3k	+17,285 13.0%
20	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	44,539	$5.3m1.85%	1.85%	Reduced -437	-437 -1.0%
21	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	71,943	$5.1m1.77%	1.77%	Added +1.3k	+1,288 1.8%
22	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	190,872	$5.0m1.74%	1.74%	Added +13.8k	+13,758 7.8%
23	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	13,968	$4.2m1.45%	1.45%	Unchanged
24	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	90,186	$3.5m1.22%	1.22%	Added +22.4k	+22,440 33.1%
25	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	51,033	$2.6m0.89%	0.89%	Reduced -3.5k	-3,531 -6.5%
26	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	52,840	$2.4m0.84%	0.84%	Reduced -329	-329 -0.6%
27	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,878	$2.3m0.81%	0.81%	Added +51	+51 1.1%
28	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,494	$1.9m0.67%	0.67%	Reduced -25	-25 -0.6%
29	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	46,359	$1.9m0.66%	0.66%	Added +1.2k	+1,201 2.7%
30	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,745	$1.8m0.64%	0.64%	Reduced -165	-165 -2.8%
31	T ROWE PRICE ETF INC PRICE DIV GRWT TDVG	TDVG	41,161	$1.8m0.64%	0.64%	Reduced -1.2k	-1,249 -3.0%
32	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	5,740	$1.7m0.60%	0.60%	Added +22	+22 0.4%
33	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	15,068	$1.5m0.53%	0.53%	Added +7.8k	+7,760 106.2%
34	ISHARES TR ESG ADVNCD HY BD HYXF	HYXF	29,454	$1.4m0.47%	0.47%	Reduced -1.7k	-1,739 -5.6%
35	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	18,537	$1.3m0.46%	0.46%	Added +287	+287 1.6%
36	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	50,510	$1.3m0.44%	0.44%	Reduced -438	-438 -0.9%
37	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	15,993	$1.2m0.43%	0.43%	Reduced -3.0k	-2,977 -15.7%
38	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	50,552	$1.2m0.42%	0.42%	Added +44.0k	+43,965 667.5%
39	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	40,092	$1.1m0.37%	0.37%	Added +4.2k	+4,200 11.7%
40	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	22,868	$969.0k0.34%	0.34%	Added +771	+771 3.5%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,002	$863.0k0.30%	0.30%	Added +35	+35 1.2%
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,378	$823.0k0.29%	0.29%	Reduced -214	-214 -13.4%
43	ISHARES TR ESG AWARE MSCI ESML	ESML	15,384	$723.0k0.25%	0.25%	Unchanged
44	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,041	$591.0k0.21%	0.21%	Unchanged
45	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	7,360	$528.0k0.18%	0.18%	Unchanged
46	MICROSOFT CORP COM MSFT	MSFT	1,427	$528.0k0.18%	0.18%	Added +19	+19 1.4%
47	NVIDIA CORPORATION COM NVDA	NVDA	2,959	$516.0k0.18%	0.18%	Reduced -402	-402 -12.0%
48	UNION PAC CORP COM UNP	UNP	1,833	$444.0k0.15%	0.15%	Unchanged
49	TESLA INC COM TSLA	TSLA	1,191	$442.0k0.15%	0.15%	Reduced -26	-26 -2.1%
50	ISHARES TR ESG ADV TTL USD EUSB	EUSB	8,850	$384.0k0.13%	0.13%	Added +368	+368 4.3%
51	NUSHARES ETF TR NUVEEN ESG 1-5 NUSA	NUSA	16,108	$375.0k0.13%	0.13%	Reduced -1.6k	-1,589 -9.0%
52	ALLIANT ENERGY CORP COM LNT	LNT	5,200	$373.0k0.13%	0.13%	Unchanged
53	AMAZON COM INC COM AMZN	AMZN	1,728	$359.0k0.12%	0.12%	Added +95	+95 5.8%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	1,243	$356.0k0.12%	0.12%	Unchanged
55	GLACIER BANCORP INC NEW COM GBCI	GBCI	7,575	$338.0k0.12%	0.12%	Unchanged
56	DISNEY WALT CO COM DIS	DIS	3,451	$332.0k0.12%	0.12%	Unchanged
57	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,434	$308.0k0.11%	0.11%	Added +299	+299 26.3%
58	BANK MARIN BANCORP COM BMRC	BMRC	12,000	$307.0k0.11%	0.11%	Unchanged
59	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	746	$291.0k0.10%	0.10%	Unchanged
60	WELLS FARGO CO NEW COM WFC	WFC	3,624	$288.0k0.10%	0.10%	Unchanged
61	MERCK & CO INC COM MRK	MRK	2,271	$273.0k0.09%	0.09%	Unchanged
62	JOHNSON & JOHNSON COM JNJ	JNJ	1,050	$256.0k0.09%	0.09%	Added +10	+10 1.0%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	357	$232.0k0.08%	0.08%	Unchanged
64	PFIZER INC COM PFE	PFE	8,221	$230.0k0.08%	0.08%	Unchanged
65	ABBVIE INC COM ABBV	ABBV	1,046	$227.0k0.08%	0.08%	Unchanged
66	ORACLE CORP COM ORCL	ORCL	1,541	$226.0k0.08%	0.08%	Reduced -1.2k	-1,225 -44.3%
67	ISHARES TR CORE S&P500 ETF IVV	IVV	333	$217.0k0.08%	0.08%	Added +2	+2 0.6%
68	ISHARES TR RUS 1000 ETF IWB	IWB	582	$207.0k0.07%	0.07%	Unchanged
69	ISHARES TR RUSSELL 2000 ETF IWM	IWM	807	$200.0k0.07%	0.07%	Unchanged
70	BOEING CO COM BA	BA	1,000	$199.0k0.07%	0.07%	Unchanged
71	PGIM ROCK ETF TR LADDERED S&P 500 BUFP	BUFP	5,878	$174.0k0.06%	0.06%	Added +3.3k	+3,290 127.1%
72	VISA INC COM CL A V	V	578	$174.0k0.06%	0.06%	Added +55	+55 10.5%
73	META PLATFORMS INC CL A META	META	296	$169.0k0.06%	0.06%	Added +16	+16 5.7%
74	BANK AMERICA CORP COM BAC	BAC	3,458	$168.0k0.06%	0.06%	Unchanged
75	T ROWE PRICE ETF INC US EQUITY RESEAR TSPA	TSPA	3,741	$153.0k0.05%	0.05%	Unchanged
76	T ROWE PRICE ETF INC PRICE EQT INCOME TEQI	TEQI	3,219	$144.0k0.05%	0.05%	Unchanged
77	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	1,500	$137.0k0.05%	0.05%	Unchanged
78	T ROWE PRICE ETF INC ULTRA SHRT TRM TBUX	TBUX	2,736	$136.0k0.05%	0.05%	Reduced -803	-803 -22.7%
79	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	1,682	$128.0k0.04%	0.04%	Unchanged
80	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	3,503	$124.0k0.04%	0.04%	Unchanged
81	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	210	$121.0k0.04%	0.04%	Unchanged
82	HOME DEPOT INC COM HD	HD	346	$114.0k0.04%	0.04%	Unchanged
83	GE AEROSPACE COM NEW GE	GE	400	$113.0k0.04%	0.04%	Unchanged
84	JPMORGAN CHASE & CO COM JPM	JPM	387	$113.0k0.04%	0.04%	Added +34	+34 9.6%
85	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	548	$111.0k0.04%	0.04%	Unchanged
86	PALO ALTO NETWORKS INC COM PANW	PANW	694	$111.0k0.04%	0.04%	Added +64	+64 10.2%
87	ABBOTT LABS COM ABT	ABT	1,065	$109.0k0.04%	0.04%	Unchanged
88	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	773	$102.0k0.04%	0.04%	Reduced -577	-577 -42.7%
89	ISHARES TR CORE HIGH DV ETF HDV	HDV	715	$97.0k0.03%	0.03%	Unchanged
90	PNC FINL SVCS GROUP INC COM PNC	PNC	458	$95.0k0.03%	0.03%	Unchanged
91	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	484	$92.0k0.03%	0.03%	Unchanged
92	PEPSICO INC COM PEP	PEP	580	$90.0k0.03%	0.03%	Unchanged
93	GE VERNOVA INC COM GEV	GEV	103	$89.0k0.03%	0.03%	Added +4	+4 4.0%
94	WISDOMTREE TR US SMALLCAP FUND EES	EES	1,350	$78.0k0.03%	0.03%	Unchanged
95	ISHARES TR SELECT DIVID ETF DVY	DVY	497	$75.0k0.03%	0.03%	Unchanged
96	ISHARES TR RUS MDCP VAL ETF IWS	IWS	517	$75.0k0.03%	0.03%	Unchanged
97	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	1,500	$75.0k0.03%	0.03%	Unchanged
98	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	502	$74.0k0.03%	0.03%	Unchanged
99	CORTEVA INC COM CTVA	CTVA	854	$71.0k0.02%	0.02%	Unchanged
100	NEXTERA ENERGY INC COM NEE	NEE	729	$67.0k0.02%	0.02%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
SERVICENOW INC NOW	NOW	465	$71.0k465 shares
PTC INC PTC	PTC	100	$17.0k100 shares
DOLBY LABORATORIES INC DLB	DLB	227	$14.0k227 shares
SELECT SECTOR SPDR TR XLE	XLE	225	$10.0k225 shares
DELL TECHNOLOGIES INC DELL	DELL	73	$9.0k73 shares
UBER TECHNOLOGIES INC UBER	UBER	81	$6.0k81 shares
MASTERCARD INCORPORATED MA	MA	6	$3.0k6 shares
INVESCO EXCH TRADED FD TR II PBD	PBD	200	$3.0k200 shares
PROCTER AND GAMBLE CO PG	PG	16	$2.0k16 shares
GANNETT CO INC TDAY	TDAY	250	$1.0k250 shares
J P MORGAN EXCHANGE TRADED F HELO	HELO	19	$1.0k19 shares
SPDR SERIES TRUST SPHY	SPHY	33	$033 shares
F&G ANNUITIES & LIFE INC FG	FG	6	$06 shares