DBK Financial Counsel, LLC
Q1 2025 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
50
- Value ($000)
$99,766
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 | $10.90M | 11 % | 109,605 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $8.56M | 9 % | 168,414 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.83M | 7 % | 12,202 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.95M | 5 % | 10,551 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.71M | 5 % | 60,115 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.96M | 4 % | 14,403 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.52M | 4 % | 77,679 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $3.43M | 3 % | 37,405 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $3.39M | 3 % | 108,579 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $3.33M | 3 % | 55,712 |
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