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Home > Institutional Investor > Dbk Financial Counsel, Llc > Profile

Instuitional Investor - Dbk Financial Counsel, Llc

Fund Profile
Filing Period:
Fund Name: Dbk Financial Counsel, Llc
Portfolio Value $99,765,980
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 109,605 $10,904,640 10.93%
2.
Vanguard Tax-Managed Fds
 168,414 $8,560,466 8.58%
3.
Spdr S & P 500 Etf Trust
 SPY 12,202 $6,825,548 6.84%
4.
Invesco Qqq Tr
 10,551 $4,947,575 4.96%
5.
Vanguard Bond Index Funds
 BND 60,115 $4,705,771 4.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)