$999 Thousand is the total value of DBK Financial Counsel, LLC's 42 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -979 | -100.0% | -0.32% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -8,370 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 11.7% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 10.1% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.8% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.0% |
| ISHARES TR | 8 | Q3 2023 | 6.7% |
| INVESCO QQQ TR | 8 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 6.3% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 4.8% |
| VANGUARD BD INDEX FDS | 8 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.0% |
View DBK Financial Counsel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-20 |
View DBK 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.