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Amy L. Schaff

Financial Counselors Inc

Assets Managed
$70.859M
Holdings
12
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
-1.73%(2Q avg: -2.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Counselors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Financial Counselors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 70.859M in assets, with a quarterly growth rate of -1.73% and a 2-quarter average growth rate of -2.89%. The portfolio is managed by Amy L. Schaff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.31%
75.72%
$53.649M
82,131 shares@ $653.22 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.33%
8.16%
$5.782M
90,225 shares@ $64.08 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.14%
3.8%
$2.69M
21,639 shares@ $124.31 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.4%
2.52%
$1.782M
32,968 shares@ $54.05 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -1.32%
2.46%
$1.738M
7,999 shares@ $217.26 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -7.36%
2.4%
$1.697M
24,328 shares@ $69.75 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.37%
1.57%
$1.108M
1,855 shares@ $597.55 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
1.18%
$831,135
1,278 shares@ $650.35 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
0.76%
$537,376
2,800 shares@ $191.92 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.47%
0.65%
$460,375
1,814 shares@ $253.79 avg price

1-10 of 12