Financial Counselors as of Dec. 31, 2025
Portfolio Holdings for Financial Counselors
Financial Counselors holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Eetf (IVV) | 74.1 | $53M | 78k | 684.94 | |
| Vanguard Tax-managed Fds Ietf (VEA) | 7.9 | $5.7M | 91k | 62.47 | |
| Ishares Tr Eetf (IJR) | 3.6 | $2.6M | 22k | 120.18 | |
| Vanguard Intl Equity Index F Ietf (VWO) | 2.4 | $1.8M | 33k | 53.76 | |
| Ishares Ietf (IEMG) | 2.4 | $1.8M | 26k | 67.22 | |
| Vanguard Index Fds Eetf (VBR) | 2.4 | $1.7M | 8.1k | 211.79 | |
| Vanguard Index Fds Aetf (VNQ) | 1.9 | $1.4M | 15k | 88.49 | |
| Vanguard Index Fds Eetf (VOO) | 1.6 | $1.2M | 1.9k | 627.13 | |
| Spdr S&p 500 Etf Tr Eetf (SPY) | 1.2 | $872k | 1.3k | 681.92 | |
| Invesco Exchange Traded Fd T Eetf (RSP) | 0.7 | $536k | 2.8k | 191.56 | |
| Apple (AAPL) | 0.7 | $516k | 1.9k | 271.86 | |
| Spdr S&p Midcap 400 Etf Tr Eetf (MDY) | 0.5 | $343k | 568.00 | 603.28 | |
| Invesco Qqq Tr Eetf (QQQ) | 0.5 | $327k | 533.00 | 614.31 |
