DBK Financial Counsel, LLC
Q4 2024 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
51
- Value ($000)
$99,258
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001904822
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $13.18M | 13 % | 144,196 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.90M | 8 % | 165,224 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.23M | 7 % | 12,339 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.50M | 6 % | 10,751 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.71M | 5 % | 61,001 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.38M | 4 % | 15,108 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $3.49M | 4 % | 53,613 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.42M | 4 % | 77,761 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.34M | 3 % | 28,955 | ||
SCHO SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | $3.30M | 3 % | 137,128 |
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