DBK Financial Counsel, LLC holdings history

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59 is the total number of securities DBK Financial Counsel, LLC has owned. The longest DBK Financial Counsel, LLC has owned a single stock is 8 quarters.

DBK Financial Counsel, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BSV VANGUARD BD INDEX FDS887.70%10.02%11.74%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...888.34%9.14%10.09%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR887.27%7.59%7.79%Q4 2021Q3 20238
SCHO SCHWAB STRATEGIC TR883.11%6.23%6.98%Q4 2021Q3 20238
IJR ISHARES TR885.09%6.17%6.74%Q4 2021Q3 20238
QQQ INVESCO QQQ TR884.98%5.77%7.23%Q4 2021Q3 20238
VTI VANGUARD INDEX FDS884.20%4.97%6.26%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...883.84%4.30%4.82%Q4 2021Q3 20238
BIV VANGUARD BD INDEX FDS882.41%4.21%5.99%Q4 2021Q3 20238
VNQ VANGUARD INDEX FDS882.42%3.69%4.99%Q4 2021Q3 20238
IVV ISHARES TR883.01%3.38%3.84%Q4 2021Q3 20238
IWM ISHARES TR882.14%2.59%3.14%Q4 2021Q3 20238
SPHQ INVESCO EXCHANGE TRADE...882.27%2.35%2.44%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS881.06%2.18%2.93%Q4 2021Q3 20238
IEFA ISHARES TR881.72%1.96%2.18%Q4 2021Q3 20238
IEMG ISHARES INC881.36%1.66%1.99%Q4 2021Q3 20238
EEM ISHARES TR881.32%1.48%1.64%Q4 2021Q3 20238
VB VANGUARD INDEX FDS881.14%1.38%1.63%Q4 2021Q3 20238
IWR ISHARES TR880.74%1.14%1.69%Q4 2021Q3 20238
GLD SPDR GOLD TR880.79%0.96%1.07%Q4 2021Q3 20238
VV VANGUARD INDEX FDS880.83%0.94%1.05%Q4 2021Q3 20238
SCHE SCHWAB STRATEGIC TR880.68%0.81%0.92%Q4 2021Q3 20238
IVE ISHARES TR880.66%0.74%0.79%Q4 2021Q3 20238
IJS ISHARES TR880.33%0.59%0.99%Q4 2021Q3 20238
TMST TIMKENSTEEL CORPORATION880.34%0.41%0.61%Q4 2021Q3 20238
GDXJ VANECK VECTORS ETF TR880.28%0.37%0.48%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST770.70%1.10%1.39%Q1 2022Q3 20237
AAPL APPLE INC610.32%0.60%1.28%Q4 2021Q3 20237
DFUS DIMENSIONAL ETF TRUST660.52%1.42%2.06%Q2 2022Q3 20236
IGSB ISHARES TR660.59%0.68%0.72%Q4 2021Q1 20236
IWV ISHARES TR660.32%0.60%0.91%Q4 2021Q1 20236
EFA ISHARES TR660.44%0.48%0.51%Q2 2022Q3 20236
BNDX VANGUARD CHARLOTTE FDS660.30%0.36%0.43%Q2 2022Q3 20236
VUG VANGUARD INDEX FDS330.26%0.34%0.42%Q4 2021Q3 20236
DFAS DIMENSIONAL ETF TRUST551.34%1.51%1.85%Q3 2022Q3 20235
DFAT DIMENSIONAL ETF TRUST550.43%0.48%0.58%Q3 2022Q3 20235
BIL SPDR SER TR444.39%7.78%10.73%Q4 2022Q3 20234
LQDH ISHARES U S ETF TR442.73%3.69%4.15%Q1 2022Q4 20224
DIMENSIONAL ETF TRUST441.23%1.36%1.48%Q4 2022Q3 20234
AVUV AMERICAN CENTY ETF TR440.56%0.79%1.24%Q4 2022Q3 20234
PEP PEPSICO INC440.34%0.37%0.43%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST330.47%0.53%0.66%Q1 2023Q3 20233
MSFT MICROSOFT CORP210.31%0.49%0.83%Q2 2022Q3 20233
IYR ISHARES TR221.01%1.04%1.07%Q2 2022Q3 20222
DIMENSIONAL ETF TRUST220.79%0.89%0.99%Q2 2022Q3 20222
NVDA NVIDIA CORPORATION220.36%0.58%0.80%Q2 2023Q3 20232
VTEB VANGUARD MUN BD FDS220.46%0.53%0.59%Q4 2021Q1 20222
DFAE DIMENSIONAL ETF TRUST220.42%0.44%0.46%Q2 2022Q3 20222
IGIB ISHARES TR220.42%0.43%0.44%Q4 2021Q1 20222
DIMENSIONAL ETF TRUST220.40%0.41%0.42%Q2 2022Q3 20222
GOOGL ALPHABET INC110.32%0.32%0.33%Q1 2022Q3 20232
SCHP SCHWAB STRATEGIC TR113.94%3.94%3.94%Q4 2021Q4 20211
UPS UNITED PARCEL SERVICE INC110.40%0.40%0.40%Q4 2021Q4 20211
GXC SPDR INDEX SHS FDS110.38%0.38%0.38%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.35%0.35%0.35%Q2 2022Q2 20221
IYJ ISHARES TR110.32%0.32%0.32%Q4 2021Q4 20211
OBOR KRANESHARES TR110.30%0.30%0.30%Q4 2021Q4 20211
DIMENSIONAL ETF TRUST110.27%0.27%0.27%Q3 2023Q3 20231
TMO THERMO FISHER SCIENTIF...110.27%0.27%0.27%Q2 2023Q2 20231
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The securities at the top of the list , including VANGUARD BD INDEX FDS, VANGUARD TAX-MANAGED INTL FD, and SPDR S&P 500 ETF TR, are the highest-conviction holdings of DBK Financial Counsel, LLC.

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

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