Financial Connections Group, Inc.
Annual return '25
+16.5%
SPY '25
+17.7%
Alpha
-1.2ptsvs SPY
Invested
$288K
Holdings
251
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
15.1%
02
$ESGV
VANGUARD WORLD FD
Held since at least Q1 2024
6.5%
03
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.9%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.7%
05
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (42.8k shares)
4.8%
06
$USXF
ISHARES TR
Held since at least Q1 2024
4.4%
07
$JPIB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
4.0%
08
$PBFR
PGIM ROCK ETF TR
Held since at least Q1 2024
3.5%
09
$VSGX
VANGUARD WORLD FD
Held since at least Q1 2024
3.3%
10
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:51 UTC.