$69.3 Million is the total value of Coyle Financial Counsel LLC's 42 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -6,300 | -100.0% | -0.30% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,355 | -100.0% | -0.31% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,190 | -100.0% | -0.33% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,518 | -100.0% | -0.34% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,371 | -100.0% | -0.36% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -5,228 | -100.0% | -0.38% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -7,494 | -100.0% | -0.43% | – |
| T | Exit | AT&T INC | $0 | – | -9,388 | -100.0% | -0.59% | – |
| PG | Exit | PROCTER & GAMBLE CO | $0 | – | -12,023 | -100.0% | -1.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 39 | Q3 2023 | 14.8% |
| ISHARES TR | 38 | Q3 2023 | 25.1% |
| SPDR S&P 500 ETF TR | 38 | Q3 2023 | 7.3% |
| LKQ CORP | 38 | Q3 2023 | 16.3% |
| SPDR S&P MIDCAP 400 ETF TR | 38 | Q3 2023 | 7.3% |
| FEDEX CORP | 38 | Q3 2023 | 4.4% |
| CLEAN HARBORS INC | 38 | Q3 2023 | 2.5% |
| VANGUARD INDEX FDS | 37 | Q3 2023 | 7.5% |
| VANGUARD STAR FDS | 34 | Q3 2023 | 12.3% |
| VANGUARD SCOTTSDALE FDS | 31 | Q3 2023 | 14.0% |
View Coyle Financial Counsel LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-07 |
View Coyle Financial Counsel LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.