$76 Million is the total value of DBK Financial Counsel, LLC's 43 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | New | ALPHABET INCcap stk cl a | $243,400 | – | 1,860 | +100.0% | 0.32% | – |
New | DIMENSIONAL ETF TRUSTintl small cap e | $206,455 | – | 9,410 | +100.0% | 0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.