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DBK Financial Counsel

Latest statistics and disclosures from DBK Financial Counsel's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, VEA, SPY, QQQ, BSV, and represent 38.81% of DBK Financial Counsel's stock portfolio.
Added to shares of these 10 stocks: SCHO, BIL, SPHQ, GOOGL, AMZN, DFAI, DFUS, DFAS, RXRX, DFLV.
Started 3 new stock positions in GOOGL, AMZN, RXRX.
Reduced shares in these 10 stocks: VNQ, BIV, IWM, BSV, VOO, VTI, VB, VV, DFIS, VWO.
DBK Financial Counsel was a net buyer of stock by $3.8M.
DBK Financial Counsel has $99M in assets under management (AUM), dropping by 0.30%.
Central Index Key (CIK): 0001904822

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Portfolio Holdings for DBK Financial Counsel

DBK Financial Counsel holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	13.3	$13M	+6%	144k	91.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.0	$7.9M		165k	47.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	7.3	$7.2M		12k	586.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$5.5M		11k	511.23	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.7	$4.7M		61k	77.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$4.4M		15k	289.82	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	3.5	$3.5M	+3%	54k	65.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$3.4M		78k	44.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$3.3M		29k	115.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.3	$3.3M	+100%	137k	24.06	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.1	$3.0M	+6%	104k	29.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	3.0	$3.0M	+13%	44k	67.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$2.8M		5.3k	538.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.9	$2.8M		29k	96.53	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.8	$2.8M	+5%	44k	63.75	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	2.2	$2.2M		53k	41.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$2.2M		3.7k	588.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$2.0M	-2%	8.9k	220.96	View chart
NVIDIA Corporation (NVDA)	1.9	$1.9M		14k	134.29	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.7	$1.6M	+5%	55k	30.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$1.4M		5.8k	240.28	View chart
Apple (AAPL)	1.4	$1.4M		5.5k	250.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$1.3M	-5%	14k	89.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.1	$1.1M		25k	41.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$906k		13k	70.28	View chart
Microsoft Corporation (MSFT)	0.8	$802k		1.9k	421.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$776k		2.9k	269.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$714k		7.4k	96.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$703k		2.9k	242.13	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.7	$702k		30k	23.27	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$694k	+11%	27k	25.37	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.7	$686k	+8%	6.9k	99.15	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$650k		12k	52.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$606k		10k	58.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$579k		22k	26.63	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.6	$573k	-9%	7.7k	74.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$540k		6.1k	88.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$520k		2.7k	190.88	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.5	$454k		9.8k	46.20	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$398k		7.2k	55.66	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$394k		15k	26.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$363k		4.8k	75.61	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$353k		14k	24.55	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$340k		11k	30.78	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$329k		15k	21.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$303k		738.00	410.54	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.2	$241k		5.6k	42.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$211k	NEW	1.1k	189.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$208k		3.2k	65.08	View chart
Amazon (AMZN)	0.2	$206k	NEW	940.00	219.39	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.1	$101k	NEW	15k	6.76	View chart

Past Filings by DBK Financial Counsel

SEC 13F filings are viewable for DBK Financial Counsel going back to 2021

DBK Financial Counsel 2024 Q4 filed Jan. 13, 2025
DBK Financial Counsel 2024 Q3 filed Oct. 2, 2024
DBK Financial Counsel 2024 Q2 filed July 10, 2024
DBK Financial Counsel 2024 Q1 filed April 15, 2024
DBK Financial Counsel 2023 Q4 filed Jan. 9, 2024
DBK Financial Counsel 2023 Q3 filed Oct. 10, 2023
DBK Financial Counsel 2023 Q2 filed July 25, 2023
DBK Financial Counsel 2023 Q1 filed April 6, 2023
DBK Financial Counsel 2022 Q4 filed Jan. 17, 2023
DBK Financial Counsel 2022 Q3 filed Oct. 6, 2022
DBK Financial Counsel 2022 Q2 filed July 11, 2022
DBK Financial Counsel 2022 Q1 filed April 12, 2022
DBK Financial Counsel 2021 Q4 filed Jan. 20, 2022

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