Financial Management Professionals, Inc.
CIK 1568132 · Holdings on Jun 30, 2025 · First reported Jul 15, 2025
Top ten holdings
Q2 2025- GSLC11.64%
- SCHG6.53%
- DFAI6.36%
- SCHX6.20%
- JHMM5.99%
- GSIE5.75%
- IWB4.52%
- VOO4.00%
- SMLF3.98%
- BND3.91%
Share classes counted separately58.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight decreased · -1.31 pp3.10% → 1.79%Shares -165.04K (-34.45%)
- BNDWeight decreased · -1.01 pp4.92% → 3.91%Shares -52.01K (-9.92%)
- ACWIWeight increased · +0.98 pp0.05% → 1.03%Shares +67.52K (+1887.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GSLCGOLDMAN ACTIVEBETA US LC ETFETF View history and evidence | $103.44M | 11.64% | 852.24K shares | 11.52% → 11.64%+0.12 pp +32.78K (+4.00%) | Added | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $58.00M | 6.53% | 1.99M shares | 6.08% → 6.53%+0.45 pp +83.29K (+4.38%) | Added | ↗▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COETF View history and evidence | $56.57M | 6.36% | 1.64M shares | 6.52% → 6.36%-0.16 pp +2.47K (+0.15%) | Added | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $55.13M | 6.20% | 2.26M shares | 6.00% → 6.20%+0.20 pp +127.52K (+5.99%) | Added | ↗▾ |
| 05 | JHMMJOHN HANCOCK MULTI FACT MIDETF View history and evidence | $53.20M | 5.99% | 870.30K shares | 6.08% → 5.99%-0.09 pp +39.30K (+4.73%) | Added | ↗▾ |
| 06 | GSIEGOLDMAN SACHS ACTIVEBETA INTETF View history and evidence | $51.10M | 5.75% | 1.29M shares | 5.85% → 5.75%-0.10 pp +4.44K (+0.35%) | Added | ↗▾ |
| 07 | IWBISHARES RUSSELL 1000 ETFETF View history and evidence | $40.22M | 4.52% | 118.44K shares | 4.85% → 4.52%-0.33 pp -5.29K (-4.27%) | Reduced | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $35.53M | 4.00% | 62.37K shares | 3.88% → 4.00%+0.12 pp +3.20K (+5.41%) | Added | ↗▾ |
| 09 | SMLFISHARES US SMALLCAP EQUITY FETF View history and evidence | $35.39M | 3.98% | 520.85K shares | 3.98% → 3.98%+0.00 pp +19.83K (+3.96%) | Added | ↗▾ |
| 10 | BNDVANGUARD TOTAL BOND MARKETETF View history and evidence | $34.78M | 3.91% | 472.41K shares | 4.92% → 3.91%-1.01 pp -52.01K (-9.92%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 75
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPTM SS SPDR P S&P 1500 COMP ETF | Non-derivative | -113,194 | -$7.70M | SEC filing ↗ | SEC filing ↗ |
| BBCA JPMORGAN BETABUILDERS CANADA | Non-derivative | -105,320 | -$7.54M | SEC filing ↗ | SEC filing ↗ |
| IYF ISHARES US FINANCIALS ETF | Non-derivative | -27,367 | -$3.09M | SEC filing ↗ | SEC filing ↗ |
3 / 75 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1568132 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 888807666
}Research all 1,016 reported holdings.
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