Financial Consulate, Inc Top Holdings and 13F Report (2024) → Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad) About Financial Consulate, IncInvestment ActivityFinancial Consulate, Inc has $338.39 million in total holdings as of March 31, 2024.Financial Consulate, Inc owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 8.18% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Financial Consulate, Inc has purchased 36 new stocks and bought additional shares in 19 stocks.Financial Consulate, Inc sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $71,927,838Schwab International Equity ETF $50,604,371Schwab Fundamental U.S. Broad Market Index ETF $36,217,515Dimensional US High Profitability ETF $31,684,148PIMCO RAFI Dynamic Multi-Factor International Equity ETF $31,053,845 Largest New Holdings this Quarter Franklin U.S. Mid Cap Multifactor Index ETF $14,736,815 HoldingUnited Parcel Service $1,270,638 HoldingMeta Platforms $306,911 HoldingZoetis $306,440 HoldingLINDE PLC $297,165 Holding Largest Purchases this Quarter Franklin U.S. Mid Cap Multifactor Index ETF 275,661 shares (about $14.74M)Schwab US Large-Cap ETF 44,803 shares (about $2.78M)PIMCO RAFI Dynamic Multi-Factor International Equity ETF 71,636 shares (about $2.20M)T. Rowe Price Capital Appreciation Equity ETF 57,745 shares (about $1.75M)United Parcel Service 8,549 shares (about $1.27M) Largest Sales this Quarter Schwab U.S. Mid-Cap ETF 163,789 shares (about $13.34M)Schwab US Broad Market ETF 4,702 shares (about $287.06K)iShares Core S&P 500 ETF 442 shares (about $232.35K)iShares S&P Small-Cap 600 Growth ETF 1,198 shares (about $156.63K)SPDR Portfolio S&P 500 ETF 2,050 shares (about $126.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Consulate, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$71,927,838$2,780,474 ▲4.0%1,159,00521.3%ETFSCHFSchwab International Equity ETF$50,604,371$500,744 ▲1.0%1,296,88315.0%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$36,217,515$306,983 ▲0.9%546,59710.7%ETFDUHPDimensional US High Profitability ETF$31,684,148$376,127 ▲1.2%1,002,3469.4%ETFMFDXPIMCO RAFI Dynamic Multi-Factor International Equity ETF$31,053,845$2,199,225 ▲7.6%1,011,5269.2%ETFSCHDSchwab US Dividend Equity ETF$20,743,529$163,518 ▲0.8%257,2686.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,003,851$892,717 ▲4.9%396,8235.6%ManufacturingTCAFT. Rowe Price Capital Appreciation Equity ETF$15,921,900$1,745,631 ▲12.3%526,6924.7%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$14,736,815$14,736,815 ▲New Holding275,6614.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,135,002$515,531 ▲6.8%93,2592.4%ETFGMFSPDR S&P Emerging Asia Pacific ETF$7,684,772$694,685 ▲9.9%74,1172.3%ETFSCHCSchwab International Small-Cap Equity ETF$5,706,489$99,166 ▲1.8%159,3991.7%ETFSCHBSchwab US Broad Market ETF$2,584,785$287,056 ▼-10.0%42,3390.8%ETFIVViShares Core S&P 500 ETF$2,478,066$232,352 ▼-8.6%4,7140.7%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$2,306,991$128,252 ▲5.9%38,6560.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,265,080$43,605 ▼-1.9%46,1790.7%ETFTURN180 Degree Capital$1,933,705$4,556 ▼-0.2%450,7470.6%ConstructionITOTiShares Core S&P Total U.S. Stock Market ETF$1,317,5340.0%11,4270.4%ETFUPSUnited Parcel Service$1,270,638$1,270,638 ▲New Holding8,5490.4%TransportationCWISPDR MSCI ACWI ex-US ETF$1,096,628$19,085 ▼-1.7%38,6140.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,011,329$78,842 ▼-7.2%10,3260.3%FinanceVOOVanguard S&P 500 ETF$990,022$57,671 ▲6.2%2,0600.3%ETFVGTVanguard Information Technology ETF$762,391$21,498 ▼-2.7%1,4540.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$752,673$156,627 ▼-17.2%5,7570.2%ETFSPLGSPDR Portfolio S&P 500 ETF$742,975$126,137 ▼-14.5%12,0750.2%ETFBNDXVanguard Total International Bond ETF$544,435$20,463 ▼-3.6%11,0680.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$471,750$32,359 ▲7.4%5,0880.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$456,806$3,327 ▲0.7%9,4750.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$452,0420.0%9,8270.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$413,7780.0%2,2500.1%FinanceVISVanguard Industrials ETF$398,9420.0%1,6340.1%ETFIWFiShares Russell 1000 Growth ETF$390,978$17,527 ▲4.7%1,1600.1%ETFVHTVanguard Health Care ETF$335,646$541 ▲0.2%1,2410.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$307,493$73 ▲0.0%4,2040.1%ETFMETAMeta Platforms$306,911$306,911 ▲New Holding6320.1%Computer and TechnologyZTSZoetis$306,440$306,440 ▲New Holding1,8110.1%MedicalLINDE PLC$297,165$297,165 ▲New Holding6400.1%SHSSCHMSchwab U.S. Mid-Cap ETF$275,985$13,338,243 ▼-98.0%3,3890.1%ETFASMLASML$251,352$251,352 ▲New Holding2590.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$249,282$520 ▲0.2%9590.1%ETFIJHiShares Core S&P Mid-Cap ETF$0$443,718 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$270,445 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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