test

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
DFAEDimensional Etf Trust
Recent Activity
Increased 11.41%
0.7%
$693,870
27,350 shares@ $25.38 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 8.48%
0.7%
$685,622
6,915 shares@ $99.15 avg price
IEMGIshares Inc
Recent Activity
0.66%
$649,982
12,447 shares@ $52.22 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 1.28%
0.62%
$606,007
10,308 shares@ $58.79 avg price
SCHESchwab Strategic Tr
Recent Activity
0.59%
$578,936
21,740 shares@ $26.63 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -9.68%
0.58%
$572,845
7,666 shares@ $74.73 avg price
IWRIshares Tr
Recent Activity
0.55%
$539,682
6,105 shares@ $88.4 avg price
IVEIshares Tr
Recent Activity
0.53%
$519,575
2,722 shares@ $190.88 avg price
AVESAmerican Centy Etf Tr
Recent Activity
0.46%
$454,146
9,830 shares@ $46.2 avg price
DFATDimensional Etf Trust
Recent Activity
0.41%
$397,969
7,150 shares@ $55.66 avg price