Financial Consulate, Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter of 2023 has come to an end and we have analyzed the recent changes in holdings of the Financial Consulate, Inc, as reported in their 13F filings. These filings provide valuable insights into the investments made by the company and the movements in their portfolio. In this article, we will explore the changes in holdings from Q1 2023 to Q2 2023 and highlight any significant shifts.

1. SCHWAB STRATEGIC TR (SCHX):

- Q1 2023: 852,964 shares

- Q2 2023: 891,646 shares

- Change: 13.2%

Financial Consulate, Inc increased their holdings in SCHWAB STRATEGIC TR by 13.2% during the second quarter of 2023. This indicates a growing confidence in the performance and potential of this investment.

2. SCHWAB STRATEGIC TR (SCHF):

- Q1 2023: 1,275,056 shares

- Q2 2023: 1,288,160 shares

- Change: 3.5%

The company also increased their holdings in SCHWAB STRATEGIC TR (SCHF) by 3.5% during Q2 2023. This suggests that Financial Consulate, Inc sees potential in this investment and expects favorable returns.

3. DIMENSIONAL ETF TRUST (DUHP):

- Q1 2023: 0 shares

- Q2 2023: 985,834 shares

- Change: N/A

Financial Consulate, Inc acquired 985,834 shares of DIMENSIONAL ETF TRUST (DUHP) during the second quarter of 2023. This is a new addition to their portfolio and indicates their interest in diversifying their investments.

4. SPDR INDEX SHS FDS (CWI):

- Q1 2023: 816,192 shares

- Q2 2023: 922,268 shares

- Change: 14.8%

The company increased its holdings in SPDR INDEX SHS FDS (CWI) by 14.8% during Q2 2023. This suggests a positive outlook for the performance of this investment.

5. SCHWAB STRATEGIC TR (SCHM):

- Q1 2023: 267,156 shares

- Q2 2023: 281,516 shares

- Change: 10.3%

Financial Consulate, Inc increased their holdings in SCHWAB STRATEGIC TR (SCHM) by 10.3% during the second quarter of 2023. This indicates a favorable view of the investment's potential.

6. VANGUARD MALVERN FDS (VTIP):

- Q1 2023: 378,111 shares

- Q2 2023: 381,972 shares

- Change: 0.2%

There was a minimal change in the holdings of VANGUARD MALVERN FDS (VTIP) for Financial Consulate, Inc during Q2 2023. This suggests a stable position in their investment strategy for this particular asset.

These are just a few of the significant changes in holdings made by Financial Consulate, Inc during Q2 2023. It is important to note that these numbers represent a snapshot of their portfolio at a specific point in time and do not necessarily reflect current or future investment decisions.

It is also worth mentioning that 13F filings provide valuable information for investors and researchers to gain insights into the activities of institutional investors. These filings are filed by institutional investment managers that manage assets of at least $100 million or more, and they provide transparency in terms of their investment strategies and holdings.

In conclusion, Financial Consulate, Inc has made notable changes to their portfolio holdings during Q2 2023, including increasing their positions in SCHWAB STRATEGIC TR and acquiring new shares in DIMENSIONAL ETF TRUST. These moves suggest a positive outlook for these investments. As always, it is crucial for investors to conduct thorough research and analysis before making any investment decisions.