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Home > Institutional Investor > Financial Counselors Inc > 13F Holdings

Instuitional Investor - Financial Counselors Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 742,682 $21,693,741 30.69%
2.
Schwab Strategic Trust
 FNDF 749,981 $20,751,974 29.36%
3.
Ishares Trust
 IEF 14,109 $8,760,278 12.39%
4.
Vanguard Tax-Managed Fds - IETF
 103,843 $5,920,089 8.37%
5.
Vanguard Index Fds - EETF
 13,148 $2,563,991 3.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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