Financial Connections Group »

Manager Directed Portfolios shares owned by Financial Connections Group

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Financial Connections Group from 13F filings

Historical chart of Financial Connections Group investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Financial Connections Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by Financial Connections Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 1.4k 10.94
2024-06-30 $15k 1.6k 9.56
2024-03-31 $16k 1.5k 10.53

More positions owned by Financial Connections Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Esg Msci Usa Etf (USXF)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Eafe Etf (DMXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Financial Connections Group

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios