Dbk Financial Counsel, LLC Portfolio Holdings

Dbk Financial Counsel, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $97 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $12.4M, Vanguard Ftse Developed Market with a value of $8.7M, Spdr S&P 500 ETF Trust with a value of $7.08M, Invesco Qqq Trust, Series 1 with a value of $5.25M, and Vanguard Bd Index Fd Inc Short with a value of $4.85M.

Examining the 13F form we can see an increase of $6.87M in the current position value, from $90.1M to 97M.

Below you can find more details about Dbk Financial Counsel, LLC portfolio as well as his latest detailed transactions.