Dbk Financial Counsel, LLC Portfolio Holdings by Sector
Dbk Financial Counsel, LLC
- $97.6 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BILS VEA SPY QQQ BSV VWO BIL DFAI 41 stocks |
$86,757
91.04% of portfolio
|
  15  
|
  17  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,938
4.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$1,509
1.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,219
1.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,101
1.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$686
0.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
RXRX 1 stocks |
$87
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|