0001624510-22-000002.txt : 20220428
0001624510-22-000002.hdr.sgml : 20220428
20220428113614
ACCESSION NUMBER: 0001624510-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220428
DATE AS OF CHANGE: 20220428
EFFECTIVENESS DATE: 20220428
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: FINANCIAL CONSULATE, INC
CENTRAL INDEX KEY: 0001624510
IRS NUMBER: 521281169
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16386
FILM NUMBER: 22863706
BUSINESS ADDRESS:
STREET 1: 11019 MCCORMICK ROAD
STREET 2: SUITE 200
CITY: HUNT VALLEY
STATE: MD
ZIP: 21031
BUSINESS PHONE: (410) 823-7283
MAIL ADDRESS:
STREET 1: 11019 MCCORMICK ROAD
STREET 2: SUITE 200
CITY: HUNT VALLEY
STATE: MD
ZIP: 21031
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001624510
XXXXXXXX
03-31-2022
03-31-2022
FINANCIAL CONSULATE, INC
11019 MCCORMICK ROAD
SUITE 200
HUNT VALLEY
MD
21031
13F HOLDINGS REPORT
028-16386
N
Charles Bender
Chief Financial Officer
4108237283
Charles Bender
Hunt Valley
MD
04-28-2022
0
132
260401
false
INFORMATION TABLE
2
q1202213f.xml
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
27540
511412
SH
SOLE
Financial Consulate
511412
0
0
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
19198
697606
SH
SOLE
Financial Consulate
697606
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
18883
285194
SH
SOLE
Financial Consulate
285194
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
17406
229452
SH
SOLE
Financial Consulate
229452
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
16229
162614
SH
OTR
Financial Consulate
162614
0
0
APPLE INC
COM
037833100
14717
84284
SH
OTR
Financial Consulate
84284
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
14406
392324
SH
SOLE
Financial Consulate
392324
0
0
10X GENOMICS INC
CL A COM
88025U109
11786
154942
SH
OTR
Financial Consulate
154942
0
0
FIRST TR EXCHANGE TRADED FD
INTL EQUITY OPP
33734X853
9421
193207
SH
SOLE
Financial Consulate
193207
0
0
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
8324
156317
SH
SOLE
Financial Consulate
156317
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
5762
151745
SH
SOLE
Financial Consulate
151745
0
0
MICROSOFT CORP
COM
594918104
4934
16003
SH
OTR
Financial Consulate
16003
0
0
SPDR SER TR
S&P 600 SMCP GRW
78464A201
4310
51417
SH
SOLE
Financial Consulate
51417
0
0
180 DEGREE CAP CORP
COM NEW
68235B208
3916
572476
SH
SOLE
Financial Consulate
572476
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3763
70485
SH
SOLE
Financial Consulate
70485
0
0
MCDONALDS CORP
COM
580135101
2836
11469
SH
OTR
Financial Consulate
11469
0
0
SPDR INDEX SHS FDS
ASIA PACIF ETF
78463X301
2601
23672
SH
SOLE
Financial Consulate
23672
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
2482
72399
SH
SOLE
Financial Consulate
72399
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
2464
46381
SH
SOLE
Financial Consulate
46381
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2351
5181
SH
SOLE
Financial Consulate
5181
0
0
PATRICK INDS INC
COM
703343103
2142
35527
SH
OTR
Financial Consulate
35527
0
0
ISHARES TR
CORE S&P TTL STK
464287150
1975
19570
SH
SOLE
Financial Consulate
19570
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
1958
9131
SH
OTR
Financial Consulate
9131
0
0
SPDR INDEX SHS FDS
PORTFLI MSCI GBL
78463X475
1938
35359
SH
SOLE
Financial Consulate
35359
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1853
10045
SH
OTR
Financial Consulate
10045
0
0
ISHARES TR
CORE MSCI TOTAL
46432F834
1788
26852
SH
SOLE
Financial Consulate
26852
0
0
AMAZON COM INC
COM
023135106
1752
537
SH
OTR
Financial Consulate
537
0
0
DOCUSIGN INC
COM
256163106
1698
15849
SH
OTR
Financial Consulate
15849
0
0
LOCKHEED MARTIN CORP
COM
539830109
1675
3795
SH
OTR
Financial Consulate
3795
0
0
ALLY FINL INC
COM
02005N100
1547
35569
SH
SOLE
Financial Consulate
35569
0
0
ISHARES TR
S&P SML 600 GWT
464287887
1414
11304
SH
SOLE
Financial Consulate
11304
0
0
ALPHABET INC
CAP STK CL C
02079K107
1333
477
SH
OTR
Financial Consulate
477
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
1314
27867
SH
SOLE
Financial Consulate
27867
0
0
PROCTER AND GAMBLE CO
COM
742718109
1264
8274
SH
OTR
Financial Consulate
8274
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1142
3235
SH
OTR
Financial Consulate
3235
0
0
TESLA INC
COM
88160R101
1114
1034
SH
OTR
Financial Consulate
1034
0
0
ISHARES TR
CORE US AGGBD ET
464287226
1106
10326
SH
SOLE
Financial Consulate
10326
0
0
VISA INC
COM CL A
92826C839
1042
4698
SH
OTR
Financial Consulate
4698
0
0
JOHNSON & JOHNSON
COM
478160104
972
5482
SH
OTR
Financial Consulate
5482
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
916
2562
SH
OTR
Financial Consulate
2562
0
0
FASTENAL CO
COM
311900104
877
14760
SH
OTR
Financial Consulate
14760
0
0
DANAHER CORPORATION
COM
235851102
875
2984
SH
OTR
Financial Consulate
2984
0
0
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
873
52236
SH
OTR
Financial Consulate
52236
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
846
16136
SH
SOLE
Financial Consulate
16136
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
769
2866
SH
SOLE
Financial Consulate
2866
0
0
CSX CORP
COM
126408103
765
20432
SH
OTR
Financial Consulate
20432
0
0
JPMORGAN CHASE & CO
COM
46625H100
762
5587
SH
OTR
Financial Consulate
5587
0
0
MERCK & CO INC
COM
58933Y105
757
9224
SH
OTR
Financial Consulate
9224
0
0
ALPHABET INC
CAP STK CL A
02079K305
665
239
SH
OTR
Financial Consulate
239
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
660
1589
SH
SOLE
Financial Consulate
1589
0
0
COSTCO WHSL CORP NEW
COM
22160K105
635
1103
SH
OTR
Financial Consulate
1103
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
606
1454
SH
SOLE
Financial Consulate
1454
0
0
NVIDIA CORPORATION
COM
67066G104
605
2216
SH
OTR
Financial Consulate
2216
0
0
KIMBERLY-CLARK CORP
COM
494368103
586
4755
SH
OTR
Financial Consulate
4755
0
0
MCCORMICK & CO INC
COM VTG
579780107
578
5780
SH
OTR
Financial Consulate
5780
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
576
1908
SH
OTR
Financial Consulate
1908
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
572
5778
SH
OTR
Financial Consulate
5778
0
0
ACNB CORP
COM
000868109
570
16312
SH
OTR
Financial Consulate
16312
0
0
HOME DEPOT INC
COM
437076102
565
1888
SH
OTR
Financial Consulate
1888
0
0
ABBVIE INC
COM
00287Y109
563
3475
SH
OTR
Financial Consulate
3475
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
555
1089
SH
OTR
Financial Consulate
1089
0
0
AT&T INC
COM
00206R102
541
22912
SH
OTR
Financial Consulate
22912
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
533
902
SH
OTR
Financial Consulate
902
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
525
10313
SH
OTR
Financial Consulate
10313
0
0
CHEVRON CORP NEW
COM
166764100
522
3206
SH
OTR
Financial Consulate
3206
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
521
1878
SH
SOLE
Financial Consulate
1878
0
0
SPDR SER TR
PORTFLI INTRMDIT
78464A672
499
16468
SH
SOLE
Financial Consulate
16468
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
497
9827
SH
SOLE
Financial Consulate
9827
0
0
QUALCOMM INC
COM
747525103
489
3198
SH
OTR
Financial Consulate
3198
0
0
CATERPILLAR INC
COM
149123101
468
2100
SH
OTR
Financial Consulate
2100
0
0
S&P GLOBAL INC
COM
78409V104
467
1139
SH
SOLE
Financial Consulate
1139
0
0
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
466
13252
SH
SOLE
Financial Consulate
13252
0
0
ILLUMINA INC
COM
452327109
454
1300
SH
OTR
Financial Consulate
1300
0
0
HEICO CORP NEW
CL A
422806208
452
3560
SH
OTR
Financial Consulate
3560
0
0
TRANSDIGM GROUP INC
COM
893641100
449
689
SH
OTR
Financial Consulate
689
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
442
8921
SH
SOLE
Financial Consulate
8921
0
0
WASTE CONNECTIONS INC
COM
94106B101
427
3057
SH
OTR
Financial Consulate
3057
0
0
BIO-TECHNE CORP
COM
09073M104
426
983
SH
OTR
Financial Consulate
983
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
418
1662
SH
OTR
Financial Consulate
1662
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
416
2247
SH
SOLE
Financial Consulate
2247
0
0
CBRE GROUP INC
CL A
12504L109
401
4382
SH
OTR
Financial Consulate
4382
0
0
ANSYS INC
COM
03662Q105
398
1254
SH
OTR
Financial Consulate
1254
0
0
CISCO SYS INC
COM
17275R102
398
7134
SH
OTR
Financial Consulate
7134
0
0
MARKEL CORP
COM
570535104
388
263
SH
OTR
Financial Consulate
263
0
0
EXXON MOBIL CORP
COM
30231G102
385
4667
SH
OTR
Financial Consulate
4667
0
0
VAALCO ENERGY INC
COM NEW
91851C201
372
57000
SH
OTR
Financial Consulate
57000
0
0
TJX COS INC NEW
COM
872540109
370
6107
SH
OTR
Financial Consulate
6107
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
361
1418
SH
SOLE
Financial Consulate
1418
0
0
ISHARES TR
EAFE SML CP ETF
464288273
350
5277
SH
SOLE
Financial Consulate
5277
0
0
EXELON CORP
COM
30161N101
343
7202
SH
OTR
Financial Consulate
7202
0
0
ABBOTT LABS
COM
002824100
340
2875
SH
OTR
Financial Consulate
2875
0
0
HERSHEY CO
COM
427866108
334
1542
SH
OTR
Financial Consulate
1542
0
0
TELEFLEX INCORPORATED
COM
879369106
321
906
SH
OTR
Financial Consulate
906
0
0
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
318
1634
SH
SOLE
Financial Consulate
1634
0
0
CABLE ONE INC
COM
12685J105
316
216
SH
OTR
Financial Consulate
216
0
0
WESBANCO INC
COM
950810101
314
9127
SH
OTR
Financial Consulate
9127
0
0
BECTON DICKINSON & CO
COM
075887109
313
1177
SH
OTR
Financial Consulate
1177
0
0
VERISK ANALYTICS INC
COM
92345Y106
306
1427
SH
OTR
Financial Consulate
1427
0
0
M & T BK CORP
COM
55261F104
304
1792
SH
OTR
Financial Consulate
1792
0
0
VULCAN MATLS CO
COM
929160109
299
1630
SH
OTR
Financial Consulate
1630
0
0
ISHARES TR
MSCI ACWI ETF
464288257
289
2900
SH
SOLE
Financial Consulate
2900
0
0
DOLLAR GEN CORP NEW
COM
256677105
285
1280
SH
OTR
Financial Consulate
1280
0
0
ECOLAB INC
COM
278865100
285
1617
SH
OTR
Financial Consulate
1617
0
0
ROYALTY PHARMA PLC
SHS CLASS A
G7709Q104
284
7300
SH
OTR
Financial Consulate
7300
0
0
PRICE T ROWE GROUP INC
COM
74144T108
272
1801
SH
OTR
Financial Consulate
1801
0
0
ISHARES TR
3 7 YR TREAS BD
464288661
263
2158
SH
SOLE
Financial Consulate
2158
0
0
SCHWAB CHARLES CORP
COM
808513105
261
3100
SH
OTR
Financial Consulate
3100
0
0
OMNICOM GROUP INC
COM
681919106
258
3040
SH
OTR
Financial Consulate
3040
0
0
CARMAX INC
COM
143130102
256
2652
SH
OTR
Financial Consulate
2652
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
254
2779
SH
OTR
Financial Consulate
2779
0
0
PEPSICO INC
COM
713448108
246
1467
SH
OTR
Financial Consulate
1467
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
244
709
SH
OTR
Financial Consulate
709
0
0
SPDR SER TR
PRTFLO S&P500 HI
78468R788
244
5554
SH
SOLE
Financial Consulate
5554
0
0
INTEL CORP
COM
458140100
236
4770
SH
OTR
Financial Consulate
4770
0
0
ISHARES TR
MSCI ACWI EX US
464288240
233
4462
SH
SOLE
Financial Consulate
4462
0
0
WORKDAY INC
CL A
98138H101
233
975
SH
OTR
Financial Consulate
975
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
231
3160
SH
OTR
Financial Consulate
3160
0
0
REPUBLIC SVCS INC
COM
760759100
228
1722
SH
OTR
Financial Consulate
1722
0
0
COSTAR GROUP INC
COM
22160N109
225
3371
SH
OTR
Financial Consulate
3371
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
225
2851
SH
SOLE
Financial Consulate
2851
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
222
976
SH
OTR
Financial Consulate
976
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
221
1700
SH
OTR
Financial Consulate
1700
0
0
DOMINION ENERGY INC
COM
25746U109
217
2549
SH
OTR
Financial Consulate
2549
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
213
1158
SH
SOLE
Financial Consulate
1158
0
0
VEEVA SYS INC
CL A COM
922475108
210
987
SH
OTR
Financial Consulate
987
0
0
DELTA APPAREL INC
COM
247368103
205
6869
SH
OTR
Financial Consulate
6869
0
0
AXSOME THERAPEUTICS INC
COM
05464T104
201
4865
SH
OTR
Financial Consulate
4865
0
0
LINDE PLC
SHS
G5494J103
200
626
SH
OTR
Financial Consulate
626
0
0
YEXT INC
COM
98585N106
103
15000
SH
OTR
Financial Consulate
15000
0
0
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611X100
40
10000
SH
OTR
Financial Consulate
10000
0
0
FLORA GROWTH CORP
COM
339764102
25
12923
SH
OTR
Financial Consulate
12923
0
0
DURECT CORP
COM
266605104
17
24700
SH
OTR
Financial Consulate
24700
0
0