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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
VBVanguard Index Fds
Recent Activity
Decreased -0.8%
1.4%
$1.389M
5,782 shares@ $240.29 avg price
AAPLApple Inc
Recent Activity
Increased 0.08%
1.4%
$1.388M
5,545 shares@ $250.41 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -5.2%
1.28%
$1.261M
14,160 shares@ $89.08 avg price
EEMIshares Tr
Recent Activity
Decreased -0.13%
1.06%
$1.052M
25,156 shares@ $41.83 avg price
IEFAIshares Tr
Recent Activity
0.92%
$905,639
12,886 shares@ $70.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.1%
0.81%
$802,370
1,904 shares@ $421.42 avg price
VVVanguard Index Fds
Recent Activity
Decreased -1.03%
0.79%
$776,197
2,878 shares@ $269.71 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
0.72%
$714,083
7,367 shares@ $96.93 avg price
GLDSpdr Gold Tr
Recent Activity
0.71%
$703,146
2,904 shares@ $242.14 avg price
DFARDimensional Etf Trust
Recent Activity
Decreased -0.33%
0.71%
$702,265
30,179 shares@ $23.27 avg price