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DFC
DBK Financial Counsel Portfolio holdings
AUM
$132M
1-Year Est. Return
18.22%
This Fund
S&P 500
1 Year Est. Return
+18.22%
AUM
$132M
AUM Growth
+$1.85M
(+1.4%)
Holding
61
Top Buys
| 1 | +$1.93M | |
| 2 | +$1.7M | |
| 3 | +$719K | |
| 4 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$650K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$631K |
Top Sells
| 1 | +$2.08M | |
| 2 | +$808K | |
| 3 | +$273K | |
| 4 |
NVIDIA
NVDA
|
+$241K |
| 5 |
Arista Networks
ANET
|
+$210K |
Sector Composition
| 1 | Technology | 3.62% |
| 2 | Communication Services | 0.88% |
| 3 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Gold Trust
IAU
$62.7B
| $425K | 0.32% |
4,821
-696
|
|
||
52
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.37B
| $385K | 0.29% |
15,175
|
|
||
53
Alphabet (Google) Class A
GOOGL
$4.16T
| $289K | 0.22% |
1,004
+39
|
|
||
54
Dimensional International Value ETF
DFIV
$19.6B
| $266K | 0.2% |
5,045
|
|
||
55
FlexShares Quality Dividend Index Fund
QDF
$2.16B
| $258K | 0.2% |
+3,260
|
|
||
56
Cisco
CSCO
$468B
| $242K | 0.18% |
3,114
+17
|
|
||
57
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
| $239K | 0.18% |
7,249
|
|
||
58
Avantis US Small Cap Equity ETF
AVSC
$2.96B
| $238K | 0.18% |
3,820
+63
|
|
||
59
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.5B
| $221K | 0.17% |
+2,815
|
|
||
|
60
Arista Networks
ANET
$212B
| – | – |
-1,600
|
|
||
61
Tesla
TSLA
$1.41T
| – | – |
-450
|
|