DBK Financial Counsel, LLC
Q2 2025 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
53
- Value ($000)
$110,619
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $12.58M | 11 % | 126,532 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.36M | 9 % | 164,174 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.44M | 7 % | 12,044 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.82M | 5 % | 10,551 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.73M | 4 % | 60,042 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.30M | 4 % | 14,141 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $3.88M | 4 % | 112,242 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.80M | 3 % | 76,783 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $3.65M | 3 % | 57,214 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $3.58M | 3 % | 53,454 |
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