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Home > Institutional Investor > Dbk Financial Counsel, Llc > Profile

Instuitional Investor - Dbk Financial Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Dbk Financial Counsel, Llc
Portfolio Value $99,257,821
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 144,196 $13,183,843 13.28%
2.
Vanguard Tax-Managed Fds
 165,224 $7,901,001 7.96%
3.
Spdr S & P 500 Etf Trust
 SPY 12,339 $7,231,455 7.28%
4.
Invesco Qqq Tr
 10,751 $5,496,234 5.53%
5.
Vanguard Bond Index Funds
 BND 61,001 $4,713,536 4.74%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)