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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 $87,104,056
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 130,430 $11,919,998 13.68%
2.
Vanguard Tax-Managed Fds
 167,989 $8,046,695 9.23%
3.
Spdr S & P 500 Etf Trust
 SPY 12,708 $6,040,397 6.93%
4.
Vanguard Bond Index Funds
 BND 72,491 $5,583,286 6.4%
5.
Schwab Strategic Trust
 FNDF 108,295 $5,246,894 6.02%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)