DBK Financial Counsel, LLC
Q3 2025 13F Holdings
- Locationcuyahoga falls, OH
- Num holdings
59
- Value ($000)
$118,942
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001904822
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | BLOOMBERG 3-12 M | 78468R523 | $11.18M | 9 % | 112,300 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.66M | 8 % | 161,215 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.98M | 7 % | 11,974 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.30M | 5 % | 10,501 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.64M | 4 % | 14,134 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.43M | 4 % | 7,226 | ||
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $4.36M | 4 % | 60,126 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $4.32M | 4 % | 118,791 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $4.15M | 4 % | 76,627 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $4.06M | 3 % | 59,292 |
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