Instuitional Investor - Dbk Financial Counsel, Llc
Fund Profile
Filing Period:
| Fund Name: | Dbk Financial Counsel, Llc |
| Portfolio Value | $130,221,348 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 152,749 | $15,155,780 | 11.64% | |
| 2. | Vanguard Tax-Managed Fds | 157,876 | $9,862,504 | 7.57% | |
| 3. | SPY | 11,926 | $8,132,577 | 6.25% | |
| 4. | Invesco Qqq Tr | 10,501 | $6,450,869 | 4.95% | |
| 5. | Dimensional Etf Trust | 71,519 | $5,304,564 | 4.07% |