0001792704-24-000005.txt : 20240503
0001792704-24-000005.hdr.sgml : 20240503
20240503125412
ACCESSION NUMBER: 0001792704-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240503
DATE AS OF CHANGE: 20240503
EFFECTIVENESS DATE: 20240503
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Financial Connections Group, Inc.
CENTRAL INDEX KEY: 0001907157
ORGANIZATION NAME:
IRS NUMBER: 204046468
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21874
FILM NUMBER: 24911968
BUSINESS ADDRESS:
STREET 1: 21 TAMAL VISTA BLVD.
STREET 2: #105
CITY: CORTE MADERA
STATE: CA
ZIP: 94925
BUSINESS PHONE: 415-924-1091
MAIL ADDRESS:
STREET 1: 21 TAMAL VISTA BLVD.
STREET 2: #105
CITY: CORTE MADERA
STATE: CA
ZIP: 94925
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001907157
XXXXXXXX
03-31-2024
03-31-2024
Financial Connections Group, Inc.
21 TAMAL VISTA BLVD.
#105
CORTE MADERA
CA
94925
13F HOLDINGS REPORT
028-21874
N
Cindi Hill
Filing Agent
6197955986
Cindi Hill
San Diego
CA
05-03-2024
0
167
182606
false
INFORMATION TABLE
2
fincon13fexport03312024.xml
2023 ETF SERIES TRUST II
GMO US QUALITY E
90139K100
30
1000
SH
SOLE
0
0
1000
ABBOTT LABS
COM
002824100
129
1130
SH
SOLE
0
0
1130
ABBVIE INC
COM
00287Y109
200
1094
SH
SOLE
0
0
1094
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
33
93
SH
SOLE
0
0
93
ADOBE INC
COM
00724F101
58
113
SH
SOLE
0
0
113
ADVANCED MICRO DEVICES INC
COM
007903107
2
10
SH
SOLE
0
0
10
AGNC INVT CORP
COM
00123Q104
14
1363
SH
SOLE
0
0
1363
AIR PRODS & CHEMS INC
COM
009158106
19
75
SH
SOLE
0
0
75
ALCON AG
ORD SHS
H01301128
1
4
SH
SOLE
0
0
4
ALIGN TECHNOLOGY INC
COM
016255101
7
19
SH
SOLE
0
0
19
ALPHABET INC
CAP STK CL C
02079K107
37
240
SH
SOLE
0
0
240
ALPHABET INC
CAP STK CL A
02079K305
362
2392
SH
SOLE
0
0
2392
AMAZON COM INC
COM
023135106
324
1792
SH
SOLE
0
0
1792
AMERICAN CENTY ETF TR
US LARGE CAP VLU
025072349
24
365
SH
SOLE
0
0
365
AMERICAN EXPRESS CO
COM
025816109
77
334
SH
SOLE
0
0
334
AMERICAN INTL GROUP INC
COM NEW
026874784
10
120
SH
SOLE
0
0
120
AMERICAN WTR WKS CO INC NEW
COM
030420103
18
141
SH
SOLE
0
0
141
AMERIPRISE FINL INC
COM
03076C106
10
21
SH
SOLE
0
0
21
AMPHENOL CORP NEW
CL A
032095101
7
60
SH
SOLE
0
0
60
ANNALY CAPITAL MANAGEMENT IN
COM NEW
035710839
17
822
SH
SOLE
0
0
822
APPLE INC
COM
037833100
4418
25764
SH
SOLE
0
0
25764
APPLIED MATLS INC
COM
038222105
84
406
SH
SOLE
0
0
406
ARBOR REALTY TRUST INC
COM
038923108
22
1617
SH
SOLE
0
0
1617
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
4
30
SH
SOLE
0
0
30
ASSURANT INC
COM
04621X108
7
37
SH
SOLE
0
0
37
AT&T INC
COM
00206R102
5
275
SH
SOLE
0
0
275
AUTOMATIC DATA PROCESSING IN
COM
053015103
56
223
SH
SOLE
0
0
223
BAKER HUGHES COMPANY
CL A
05722G100
4
90
SH
SOLE
0
0
90
BANK AMERICA CORP
COM
060505104
124
3254
SH
SOLE
0
0
3254
BECTON DICKINSON & CO
COM
075887109
8
29
SH
SOLE
0
0
29
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2039
4847
SH
SOLE
0
0
4847
BLUE OWL CAPITAL CORPORATION
COM
69121K104
11
658
SH
SOLE
0
0
658
BOEING CO
COM
097023105
7
34
SH
SOLE
0
0
34
BROADCOM INC
COM
11135F101
4
3
SH
SOLE
0
0
3
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
23
690
SH
SOLE
0
0
690
CHEWY INC
CL A
16679L109
3
170
SH
SOLE
0
0
170
CISCO SYS INC
COM
17275R102
15
287
SH
SOLE
0
0
287
CME GROUP INC
COM
12572Q105
8
34
SH
SOLE
0
0
34
COMCAST CORP NEW
CL A
20030N101
18
396
SH
SOLE
0
0
396
CONOCOPHILLIPS
COM
20825C104
8
60
SH
SOLE
0
0
60
CONSTELLATION ENERGY CORP
COM
21037T109
6
29
SH
SOLE
0
0
29
CORSAIR GAMING INC
COM
22041X102
1
60
SH
SOLE
0
0
60
CORTEVA INC
COM
22052L104
18
311
SH
SOLE
0
0
311
COSTAR GROUP INC
COM
22160N109
4
40
SH
SOLE
0
0
40
COSTCO WHSL CORP NEW
COM
22160K105
6
7
SH
SOLE
0
0
7
CSX CORP
COM
126408103
3
70
SH
SOLE
0
0
70
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
9
350
SH
SOLE
0
0
350
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
12
386
SH
SOLE
0
0
386
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
2995
48033
SH
SOLE
0
0
48033
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
65
1180
SH
SOLE
0
0
1180
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
25608
700802
SH
SOLE
0
0
700802
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
9604
377515
SH
SOLE
0
0
377515
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
9046
246143
SH
SOLE
0
0
246143
DIMENSIONAL ETF TRUST
INTERNATIONAL
25434V690
350
10369
SH
SOLE
0
0
10369
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
646
18752
SH
SOLE
0
0
18752
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
162
2839
SH
SOLE
0
0
2839
DRDGOLD LIMITED
SPON ADR REPSTG
26152H301
5
538
SH
SOLE
0
0
538
DUKE ENERGY CORP NEW
COM NEW
26441C204
19
188
SH
SOLE
0
0
188
ELEVANCE HEALTH INC
COM
036752103
5
9
SH
SOLE
0
0
9
ENBRIDGE INC
COM
29250N105
10
264
SH
SOLE
0
0
264
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
21
1298
SH
SOLE
0
0
1298
EQT CORP
COM
26884L109
5
130
SH
SOLE
0
0
130
ESSENTIAL UTILS INC
COM
29670G102
12
300
SH
SOLE
0
0
300
EVEREST GROUP LTD
COM
G3223R108
4
9
SH
SOLE
0
0
9
EXELON CORP
COM
30161N101
4
93
SH
SOLE
0
0
93
EXXON MOBIL CORP
COM
30231G102
14
113
SH
SOLE
0
0
113
FREEPORT-MCMORAN INC
CL B
35671D857
6
120
SH
SOLE
0
0
120
GAMESTOP CORP NEW
CL A
36467W109
1
8
SH
SOLE
0
0
8
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
1
8
SH
SOLE
0
0
8
GSK PLC
SPONSORED ADR
37733W204
26
593
SH
SOLE
0
0
593
HUBSPOT INC
COM
443573100
8
12
SH
SOLE
0
0
12
IDEXX LABS INC
COM
45168D104
46
84
SH
SOLE
0
0
84
INGERSOLL RAND INC
COM
45687V106
39
401
SH
SOLE
0
0
401
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
5
200
SH
SOLE
0
0
200
INTUITIVE SURGICAL INC
COM NEW
46120E602
33
81
SH
SOLE
0
0
81
INVESCO EXCH TRADED FD TR II
GBL CLEAN ENRG
46138G847
3
200
SH
SOLE
0
0
200
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
46137V142
47
704
SH
SOLE
0
0
704
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
46137V258
3
25
SH
SOLE
0
0
25
INVESCO QQQ TR
UNIT SER 1
46090E103
64
142
SH
SOLE
0
0
142
ISHARES INC
MSCI EMRG CHN
46434G764
42
725
SH
SOLE
0
0
725
ISHARES TR
ESG EAFE ETF
46436E759
4144
60812
SH
SOLE
0
0
60812
ISHARES TR
ESG ADV INVT GRA
46436E437
15
172
SH
SOLE
0
0
172
ISHARES TR
ESG AWARE MSCI
46435U663
1729
42924
SH
SOLE
0
0
42924
ISHARES TR
ESG ADV TTL USD
46436E619
3129
73051
SH
SOLE
0
0
73051
ISHARES TR
US TREAS BD ETF
46429B267
16
670
SH
SOLE
0
0
670
ISHARES TR
CORE HIGH DV ETF
46429B663
56
508
SH
SOLE
0
0
508
ISHARES TR
ESG ADVNCD HY BD
46435G441
63
1360
SH
SOLE
0
0
1360
ISHARES TR
CORE INTL AGGR
46435G672
144
2881
SH
SOLE
0
0
2881
ISHARES TR
CORE MSCI EAFE
46432F842
60
800
SH
SOLE
0
0
800
ISHARES TR
CORE TOTAL USD
46434V613
505
11061
SH
SOLE
0
0
11061
ISHARES TR
EAFE SML CP ETF
464288273
12
185
SH
SOLE
0
0
185
ISHARES TR
MSCI GBL SUS DEV
46435G532
8
100
SH
SOLE
0
0
100
ISHARES TR
ESG MSCI USA ETF
46436E767
8322
184313
SH
SOLE
0
0
184313
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
46641Q167
565
9427
SH
SOLE
0
0
9427
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
46641Q647
713
14051
SH
SOLE
0
0
14051
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
46654Q773
1
1
SH
SOLE
0
0
1
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
4055
80364
SH
SOLE
0
0
80364
JPMORGAN CHASE & CO
COM
46625H100
40
197
SH
SOLE
0
0
197
KONTOOR BRANDS INC
COM
50050N103
2
32
SH
SOLE
0
0
32
LUMENTUM HLDGS INC
COM
55024U109
3
50
SH
SOLE
0
0
50
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
56170L695
14
1329
SH
SOLE
0
0
1329
MANAGER DIRECTED PORTFOLIOS
VERT GLB SUST RE
56170L695
23
200
SH
SOLE
0
0
200
MASTERCARD INCORPORATED
CL A
57636Q104
6
12
SH
SOLE
0
0
12
MERCK & CO INC
COM
58933Y105
65
488
SH
SOLE
0
0
488
META PLATFORMS INC
CL A
30303M102
136
279
SH
SOLE
0
0
279
NETFLIX INC
COM
64110L106
67
109
SH
SOLE
0
0
109
NEXTERA ENERGY INC
COM
65339F101
102
1593
SH
SOLE
0
0
1593
NU SKIN ENTERPRISES INC
CL A
67018T105
2
110
SH
SOLE
0
0
110
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
648
15565
SH
SOLE
0
0
15565
NVIDIA CORPORATION
COM
67066G104
54
59
SH
SOLE
0
0
59
ORACLE CORP
COM
68389X105
366
2906
SH
SOLE
0
0
2906
OREILLY AUTOMOTIVE INC
COM
67103H107
38
33
SH
SOLE
0
0
33
ORGANON & CO
COMMON STOCK
68622V106
1
14
SH
SOLE
0
0
14
PALANTIR TECHNOLOGIES INC
CL A
69608A108
17
715
SH
SOLE
0
0
715
PG&E CORP
COM
69331C108
11
600
SH
SOLE
0
0
600
PGIM ETF TR
ACTV HY BD ETF
69344A206
698
19923
SH
SOLE
0
0
19923
PIMCO ETF TR
MULTISECTOR BD
72201R585
669
25943
SH
SOLE
0
0
25943
PROSHARES TR II
ULTA BLMBG 2017
74347Y888
1
5
SH
SOLE
0
0
5
REGIONS FINANCIAL CORP NEW
COM
7591EP100
3
135
SH
SOLE
0
0
135
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
2
100
SH
SOLE
0
0
100
S&P GLOBAL INC
COM
78409V104
6
14
SH
SOLE
0
0
14
SALESFORCE INC
COM
79466L302
126
416
SH
SOLE
0
0
416
SCHLUMBERGER LTD
COM STK
806857108
8
130
SH
SOLE
0
0
130
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
10
115
SH
SOLE
0
0
115
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
17
90
SH
SOLE
0
0
90
SERVICENOW INC
COM
81762P102
67
87
SH
SOLE
0
0
87
SHOPIFY INC
CL A
82509L107
4
40
SH
SOLE
0
0
40
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
3
500
SH
SOLE
0
0
500
SNAP INC
CL A
83304A106
1
20
SH
SOLE
0
0
20
SPDR GOLD TR
GOLD SHS
78463V107
24
116
SH
SOLE
0
0
116
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
2066
57635
SH
SOLE
0
0
57635
SPDR S&P 500 ETF TR
TR UNIT
78462F103
187
357
SH
SOLE
0
0
357
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
18
31
SH
SOLE
0
0
31
SPDR SER TR
PORTFOLIO S&P500
78464A854
112
1811
SH
SOLE
0
0
1811
SPDR SER TR
PORTFLI INTRMDIT
78464A672
15
500
SH
SOLE
0
0
500
SUMITOMO MITSUI FINL GROUP I
SPONSORED ADR
86562M209
7
562
SH
SOLE
0
0
562
SURO CAPITAL CORP
COM NEW
86887Q109
3
500
SH
SOLE
0
0
500
SYNCHRONY FINANCIAL
COM
87165B103
3
50
SH
SOLE
0
0
50
T ROWE PRICE ETF INC
ULTRA SHRT TRM
87283Q701
412
8347
SH
SOLE
0
0
8347
T ROWE PRICE ETF INC
CAP APPRECIATION
87283Q867
106
3501
SH
SOLE
0
0
3501
T ROWE PRICE ETF INC
PRICE DIV GRWT
87283Q404
3014
79304
SH
SOLE
0
0
79304
T ROWE PRICE ETF INC
PRICE EQT INCOME
87283Q206
229
5752
SH
SOLE
0
0
5752
T ROWE PRICE ETF INC
FLOATING RATE
87283Q883
108
2072
SH
SOLE
0
0
2072
T ROWE PRICE ETF INC
INTERNATIONAL EQ
87283Q834
16
549
SH
SOLE
0
0
549
T ROWE PRICE ETF INC
US EQUITY RESEAR
87283Q503
74
2241
SH
SOLE
0
0
2241
TCW TRANSFORM ETF TRUST
TRANSFORM SYSTEM
29287L205
5
61
SH
SOLE
0
0
61
TCW TRANSFORM ETF TRUST
TRANSFRM 500 ETF
29287L106
5
70
SH
SOLE
0
0
70
TESLA INC
COM
88160R101
431
2448
SH
SOLE
0
0
2448
TRANSOCEAN LTD
REGISTERED SHS
H8817H100
1
100
SH
SOLE
0
0
100
TWILIO INC
CL A
90138F102
2
30
SH
SOLE
0
0
30
UBER TECHNOLOGIES INC
COM
90353T100
7
80
SH
SOLE
0
0
80
UNITEDHEALTH GROUP INC
COM
91324P102
107
215
SH
SOLE
0
0
215
UWM HOLDINGS CORPORATION
COM CL A
91823B109
18
2463
SH
SOLE
0
0
2463
V2X INC
COM
92242T101
1
6
SH
SOLE
0
0
6
VALE S A
SPONSORED ADS
91912E105
13
1000
SH
SOLE
0
0
1000
VANECK ETF TRUST
AGRIBUSINESS ETF
92189F700
8
100
SH
SOLE
0
0
100
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
18
200
SH
SOLE
0
0
200
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
39
480
SH
SOLE
0
0
480
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
2
33
SH
SOLE
0
0
33
VERALTO CORP
COM SHS
92338C103
7
68
SH
SOLE
0
0
68
VISA INC
COM CL A
92826C839
185
662
SH
SOLE
0
0
662
WABTEC
COM
929740108
1
5
SH
SOLE
0
0
5
WISDOMTREE TR
US SMALLCAP FUND
97717W562
68
1350
SH
SOLE
0
0
1350
XYLEM INC
COM
98419M100
15
110
SH
SOLE
0
0
110
ZIM INTEGRATED SHIPPING SERV
SHS
M9T951109
1
50
SH
SOLE
0
0
50
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
23
170
SH
SOLE
0
0
170