Financial Council, LLC holdings history

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86 is the total number of securities Financial Council, LLC has owned. The longest Financial Council, LLC has owned a single stock is 9 quarters.

Financial Council, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IUSG iShares Core US Growth...995.28%10.10%15.40%Q3 2021Q3 20239
IUSV iShares Core S&P US Va...994.61%7.82%10.99%Q3 2021Q3 20239
AAPL Apple Inc993.78%6.76%8.08%Q3 2021Q3 20239
SPYG SPDR Portfolio S&P 500...991.29%5.28%8.47%Q3 2021Q3 20239
SPYV SPDR Portfolio S&P 500...993.62%5.07%5.80%Q3 2021Q3 20239
IWV iShares Russell 3000 ETF992.56%4.69%6.98%Q3 2021Q3 20239
IJH iShares Core S&P Mid-C...992.80%4.46%5.49%Q3 2021Q3 20239
IVV iShares Core S&P 500 ETF992.42%4.43%6.64%Q3 2021Q3 20239
ACWI iShares MSCI Acwi ETF992.13%2.90%4.37%Q3 2021Q3 20239
DFUS Dimensional US Equity ETF991.47%2.62%3.76%Q3 2021Q3 20239
MSFT Microsoft Corp991.22%1.93%2.76%Q3 2021Q3 20239
PG Procter & Gamble Co991.36%1.87%2.56%Q3 2021Q3 20239
DFAC Dimensional US Core Eq...991.12%1.81%2.59%Q3 2021Q3 20239
XOM Exxon Mobil Corp991.41%1.75%2.13%Q3 2021Q3 20239
FSV Firstservice Corp990.77%1.53%2.55%Q3 2021Q3 20239
KO Coca-Cola Co.990.97%1.42%1.77%Q3 2021Q3 20239
SPY SPDR S&P 500 ETF Trust990.56%0.98%1.24%Q3 2021Q3 20239
VIOO Vanguard S&P Small-Cap...990.52%0.90%1.35%Q3 2021Q3 20239
IXUS iShares Core MSCI Tota...990.38%0.89%1.59%Q3 2021Q3 20239
ABBV Abbvie Inc990.56%0.74%0.95%Q3 2021Q3 20239
ABT Abbott Laboratories990.47%0.68%0.83%Q3 2021Q3 20239
PEP PepsiCo Inc990.45%0.65%0.78%Q3 2021Q3 20239
JPM JPMorgan Chase & Co990.46%0.63%0.80%Q3 2021Q3 20239
VTI Vanguard Total Stock M...990.34%0.61%0.80%Q3 2021Q3 20239
GOOG Alphabet Inc Capital S...990.31%0.45%0.63%Q3 2021Q3 20239
VGT Vanguard Information T...990.20%0.41%0.58%Q3 2021Q3 20239
MRK Merck & Co Inc990.26%0.33%0.42%Q3 2021Q3 20239
LDOS Leidos Holdings Inc990.20%0.31%0.55%Q3 2021Q3 20239
JNJ Johnson & Johnson990.24%0.30%0.42%Q3 2021Q3 20239
XLK Technology Select Sect...990.14%0.26%0.37%Q3 2021Q3 20239
ESRT Empire State Realty Tr...990.05%0.10%0.17%Q3 2021Q3 20239
IUSB iShares Core Total Usd...880.24%1.52%9.12%Q3 2021Q2 20238
HUM Humana Inc880.17%0.24%0.30%Q4 2021Q3 20238
Capital Group Global G...773.00%12.41%18.68%Q1 2022Q3 20237
TFI SPDR Nuveen Barclays M...770.27%1.77%3.06%Q3 2021Q1 20237
SHM SPDR Nuveen Barclays S...770.13%0.91%1.42%Q3 2021Q1 20237
DIS The Walt Disney Co430.16%0.28%0.44%Q3 2021Q2 20237
PFE Pfizer Inc770.18%0.27%0.34%Q3 2021Q1 20237
Capital Group Growth ETF664.58%6.62%8.13%Q2 2022Q3 20236
Dimensional US Marketw...660.52%0.72%0.97%Q2 2022Q3 20236
CIGI Colliers International...660.17%0.39%0.52%Q3 2021Q4 20226
VZ Verizon Communications...660.14%0.34%0.44%Q3 2021Q4 20226
IEMG iShares Core MSCI Emer...410.63%2.49%3.27%Q4 2021Q3 20235
AMZN Amazon.com Inc550.30%0.55%0.75%Q3 2022Q3 20235
GOOGL Alphabet Inc550.28%0.46%0.58%Q3 2022Q3 20235
NVDA Nvidia Corp550.15%0.41%0.65%Q3 2022Q3 20235
BRKB Berkshire Hathaway Inc...550.23%0.31%0.37%Q3 2022Q3 20235
UNH UnitedHealth Group Inc550.24%0.31%0.43%Q3 2022Q3 20235
BAC Bank of America Corp550.22%0.26%0.38%Q3 2022Q3 20235
TMO Thermo Fisher Scientif...550.20%0.26%0.35%Q3 2022Q3 20235
HD The Home Depot Inc550.20%0.26%0.33%Q3 2022Q3 20235
MA Mastercard Inc550.18%0.24%0.28%Q3 2022Q3 20235
V Visa Inc550.17%0.24%0.27%Q3 2022Q3 20235
CSCO Cisco Systems Inc550.18%0.23%0.28%Q3 2022Q3 20235
TXN Texas Instruments Inc550.15%0.20%0.25%Q3 2022Q3 20235
DHR Danaher Corp550.15%0.19%0.26%Q3 2022Q3 20235
IOO iShares Global 100 ETF410.13%0.19%0.25%Q2 2022Q3 20235
ACWX iShares MSCI Acwi Ex U...441.22%1.70%1.94%Q4 2022Q3 20234
TSLA Tesla Inc310.20%0.26%0.38%Q3 2022Q3 20234
PNC PNC Financial Services...310.13%0.26%0.33%Q3 2021Q4 20224
IJR iShares Core S&P Small...440.19%0.24%0.26%Q4 2022Q3 20234
LLY Eli Lilly & Co440.14%0.21%0.28%Q4 2022Q3 20234
ADBE Adobe Inc440.13%0.21%0.26%Q4 2022Q3 20234
ORCL Oracle Corp440.13%0.20%0.24%Q4 2022Q3 20234
MCD McDonald's Corp440.14%0.17%0.19%Q4 2022Q3 20234
SAIC Science Applications I...440.14%0.17%0.18%Q4 2022Q3 20234
SBUX Starbucks Corp330.50%0.54%0.59%Q1 2023Q3 20233
FB Meta Platforms Inc Cl A330.25%0.30%0.34%Q1 2023Q3 20233
IWY iShares Russell Top 20...330.26%0.30%0.33%Q3 2021Q1 20223
AMAT Applied Materials Inc330.19%0.20%0.21%Q1 2023Q3 20233
EL The Estee Lauder Compa...210.14%0.19%0.25%Q4 2021Q1 20233
Capital Group Dividend...210.16%0.18%0.23%Q4 2022Q3 20233
RTX Raytheon Technologies ...330.13%0.15%0.16%Q4 2022Q2 20233
AME Ametek Inc220.42%0.42%0.42%Q3 2021Q4 20212
PM Philip Morris Internat...220.34%0.37%0.40%Q3 2021Q4 20212
STZ Constellation Brands Inc110.16%0.20%0.24%Q4 2021Q3 20232
HSY The Hershey Co220.18%0.19%0.20%Q1 2023Q2 20232
EXC Exelon Corp220.17%0.18%0.18%Q2 2023Q3 20232
General Electric Co220.16%0.16%0.16%Q2 2023Q3 20232
HON Honeywell Internationa...110.14%0.15%0.16%Q4 2022Q2 20232
SUB iShares Short-Term Nat...1110.21%10.21%10.21%Q4 2022Q4 20221
BND Vanguard Total Bond Ma...115.53%5.53%5.53%Q4 2022Q4 20221
MUB iShares National Munic...112.19%2.19%2.19%Q4 2022Q4 20221
XLP Consumer Staples Selec...110.26%0.26%0.26%Q4 2021Q4 20211
CMG Chipotle Mexican Grill...110.16%0.16%0.16%Q2 2023Q2 20231
Constellation Energy Corp110.16%0.16%0.16%Q3 2023Q3 20231
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The securities at the top of the list , including iShares Core US Growth ETF, iShares Core S&P US Value ETF, and Apple Inc, are the highest-conviction holdings of Financial Council, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Financial Council, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Financial Council, LLC owns currently or has owned in the past.