Instuitional Investor - Dbk Financial Counsel, Llc
Fund Profile
Filing Period:
| Fund Name: | Dbk Financial Counsel, Llc |
| Portfolio Value | $118,941,891 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 112,300 | $11,176,105 | 9.4% | |
| 2. | Vanguard Tax-Managed Fds | 161,215 | $9,660,024 | 8.12% | |
| 3. | SPY | 11,974 | $7,976,790 | 6.71% | |
| 4. | Invesco Qqq Tr | 10,501 | $6,304,485 | 5.3% | |
| 5. | Vanguard Index Fds | 14,134 | $4,638,468 | 3.9% |