Loading…
CIK 0001904822 • 6 13F filings • Apr 10, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("dbk-financial-counsel-llc-0001904822-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $538K | 0.5%Prev: 0.7% | 3,035 SH | Decreased-13 SH |
| AMAZON COM INC | COM | $506K | 0.5%Prev: 0.4% | 2,305 SH | Increased+16 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $848K | 0.8%Prev: 1.0% | 12,373 SH | Decreased-4,329 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $526K | 0.5%Prev: 0.4% | 9,830 SH | Decreased+275 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $253K | 0.2%Prev: 0.3% | 3,195 SH | Decreased-1,251 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.4M | 2.1%Prev: 1.8% | 53,318 SH | Increased+776 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $743K | 0.7%Prev: 0.6% | 7,367 SH | Decreased-225 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $3.0M | 2.7%Prev: 3.3% | 32,460 SH | Decreased-6,488 SH |
| APPLE INC | COM | $1.3M | 1.2%Prev: 1.2% | 6,252 SH | Decreased-111 SH |
| CISCO SYS INC | COM | $212K | 0.2%Prev: 0.2% | 3,061 SH | Decreased-53 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $909K | 0.8%Prev: 1.6% | 31,393 SH | Decreased-32,041 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $216K | 0.2%Prev: 0.2% | 5,045 SH | Decreased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $3.9M | 3.5%Prev: 4.0% | 112,242 SH | Decreased-23,202 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $526K | 0.5%Prev: 0.8% | 17,642 SH | Decreased-13,983 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $558K | 0.5%Prev: 0.5% | 16,942 SH | Decreased-1,052 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.6M | 3.2%Prev: 4.3% | 53,454 SH | Decreased-26,831 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $2.1M | 1.9%Prev: 3.5% | 68,959 SH | Decreased-60,195 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $710K | 0.6%Prev: 0.5% | 30,270 SH | Increased+2,227 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.6M | 3.3%Prev: 3.6% | 57,214 SH | Decreased-9,959 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $517K | 0.5%Prev: 0.9% | 17,553 SH | Decreased-14,780 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $386K | 0.3%Prev: 0.3% | 7,150 SH | Decreased |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $309K | 0.3%Prev: 0.3% | 15,175 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $3.2M | 2.9%Prev: 2.5% | 44,305 SH | Decreased-422 SH |
| INVESCO QQQ TR | UNIT SER 1 | $5.8M | 5.3%Prev: 4.5% | 10,551 SH | Decreased+224 SH |
| ISHARES INC | CORE MSCI EMKT | $759K | 0.7%Prev: 0.6% | 12,647 SH | Decreased+1,436 SH |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 1.0%Prev: 0.8% | 12,802 SH | Decreased+523 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.1M | 2.8%Prev: 2.6% | 28,303 SH | Decreased+303 SH |
| ISHARES TR | CORE S&P500 ETF | $2.1M | 1.9%Prev: 1.4% | 3,431 SH | Increased+518 SH |
| ISHARES TR | MSCI EAFE ETF | $447K | 0.4%Prev: 0.4% | 5,006 SH | Decreased+215 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.2M | 1.1%Prev: 1.1% | 24,687 SH | Decreased+124 SH |
| ISHARES TR | RUS MID CAP ETF | $470K | 0.4%Prev: 0.4% | 5,105 SH | Decreased |
| ISHARES TR | RUSSELL 2000 ETF | $1.9M | 1.7%Prev: 1.5% | 8,589 SH | Decreased+703 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.2M | 1.1%Prev: 1.0% | 6,272 SH | Decreased+118 SH |
| MICROSOFT CORP | COM | $910K | 0.8%Prev: 0.5% | 1,830 SH | Increased+37 SH |
| NVIDIA CORPORATION | COM | $2.2M | 2.0%Prev: 1.7% | 13,831 SH | Decreased+903 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $248K | 0.2%Prev: 0.2% | 8,240 SH | Increased+991 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.5M | 3.2%Prev: 1.9% | 145,472 SH | Increased+40,877 SH |
| SPDR GOLD TR | GOLD SHS | $800K | 0.7%Prev: 0.9% | 2,626 SH | Decreased-233 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $7.4M | 6.7% | 12,044 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $2.3M | 2.1% | 25,407 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 3-12 M | $12.6M | 11.4% | 126,532 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $332K | 0.3%Prev: 0.4% | 4,911 SH | Decreased+370 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $593K | 0.5%Prev: 0.4% | 7,667 SH | Increased+1,060 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.7M | 4.3%Prev: 3.6% | 60,042 SH | Decreased-1,026 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $275K | 0.2%Prev: 0.5% | 626 SH | Decreased-1,027 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $1.7M | 1.6%Prev: 1.3% | 6,040 SH | Decreased+126 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.0M | 0.9%Prev: 0.9% | 11,600 SH | Decreased-1,583 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.1M | 2.8%Prev: 3.4% | 5,511 SH | Decreased-1,928 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.3M | 1.2%Prev: 1.1% | 5,597 SH | Decreased+152 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.3M | 3.9%Prev: 3.3% | 14,141 SH | Decreased+487 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $3.8M | 3.4%Prev: 2.4% | 76,783 SH | Increased+16,997 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 1.1%Prev: 0.9% | 5,704 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.4M | 8.5%Prev: 6.1% | 164,174 SH | Increased+37,758 SH |
| 13F-HR |
| 0001904822-25-000005 |
| $118.9M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001904822-26-000003 | $119.2M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001904822-25-000004 | $110.6M | View |
| Jun 3, 2026 | Q1 2026 | 13F-HR | 0001904822-26-000002 | $132.1M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001904822-25-000003 | $99.8M | View |