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Dori Riddle

@Dbk Financial Counsel, Llc

Latest period2024 - Q4ReportedManaged Assets$99.258MTotal holdings51
Assets growth rate0.3%Assets growth rate (2-Q avg)4.07%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Dbk Financial Counsel, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Dbk Financial Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 99.258M in assets, with a quarterly growth rate of 0.3% and a 2-quarter average growth rate of 4.07%. The portfolio is managed by Dori Riddle, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Increased 6.94%
13.29%
$13.184M
144,196 shares@ $91.44 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.27%
7.97%
$7.901M
165,224 shares@ $47.82 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
7.29%
$7.231M
12,339 shares@ $586.07 avg price
QQQInvesco Qqq Tr
Recent Activity
5.54%
$5.496M
10,751 shares@ $511.24 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -1%
4.75%
$4.714M
61,001 shares@ $77.27 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.61%
4.42%
$4.379M
15,108 shares@ $289.82 avg price
DFASDimensional Etf Trust
Recent Activity
Increased 3.7%
3.52%
$3.489M
53,613 shares@ $65.08 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.09%
3.46%
$3.425M
77,761 shares@ $44.04 avg price
IJRIshares Tr
Recent Activity
Increased 0.06%
3.37%
$3.336M
28,955 shares@ $115.22 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100.53%
3.33%
$3.299M
137,128 shares@ $24.06 avg price