$239 Million is the total value of Coyle Financial Counsel LLC's 63 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $721,212 | -3.7% | 2,943 | 0.0% | 0.30% | -10.4% | |
| ABT | ABBOTT LABS | $587,298 | -11.2% | 6,064 | 0.0% | 0.25% | -17.2% | |
| MCD | MCDONALDS CORP | $561,918 | -11.7% | 2,133 | 0.0% | 0.24% | -17.8% | |
| DECK | DECKERS OUTDOOR CORP | $446,230 | -2.6% | 868 | 0.0% | 0.19% | -9.2% | |
| CAT | CATERPILLAR INC | $365,820 | +11.0% | 1,340 | 0.0% | 0.15% | +3.4% | |
| DIS | DISNEY WALT CO | $287,971 | -9.2% | 3,553 | 0.0% | 0.12% | -15.4% | |
| IVW | ISHARES TRs&p 500 grwt etf | $262,254 | -2.9% | 3,833 | 0.0% | 0.11% | -9.8% | |
| UNP | UNION PAC CORP | $244,356 | -0.5% | 1,200 | 0.0% | 0.10% | -7.3% | |
| SBUX | STARBUCKS CORP | $233,925 | -7.9% | 2,563 | 0.0% | 0.10% | -14.0% | |
| CME | CME GROUP INC | $228,251 | +8.1% | 1,140 | 0.0% | 0.10% | +1.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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 | 2024-02-15 |
| 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 |
| 13F-HR | 2021-11-19 |
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.