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 A | $345K | 0.3% | 965 SH | New |
| ALPHABET INC | CAP STK CL C | $1.0M | 0.9%Prev: 0.5% | 2,970 SH | Increased-65 SH |
| AMAZON COM INC | COM | $458K | 0.4%Prev: 0.5% | 1,920 SH | Decreased-385 SH |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | $280K | 0.2% | 3,820 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 1.2%Prev: 0.8% | 15,343 SH | Increased+2,970 SH |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | $520K | 0.4%Prev: 0.5% | 7,925 SH | Decreased-1,905 SH |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | $2.1M | 1.8%Prev: 2.1% | 44,247 SH | Decreased-9,071 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $997K | 0.8%Prev: 0.7% | 7,782 SH | Increased+415 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $4.3M | 3.6%Prev: 2.7% | 34,656 SH | Increased+2,196 SH |
| APPLE INC | COM | $1.8M | 1.5%Prev: 1.2% | 6,205 SH | Increased-47 SH |
| ARISTA NETWORKS INC | COM SHS | $272K | 0.2% | 1,600 SH | New |
| CISCO SYS INC | COM | $367K | 0.3%Prev: 0.2% | 3,128 SH | Increased+67 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $206K | 0.2% | 5,075 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.3M | 2.0%Prev: 0.8% | 58,119 SH | Increased+26,726 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $273K | 0.2%Prev: 0.2% | 5,045 SH | Increased |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $4.6M | 3.9%Prev: 3.5% | 111,595 SH | Increased-647 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.3M | 2.0% | 62,585 SH | New |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $1.1M | 0.9%Prev: 0.5% | 31,763 SH | Increased+14,121 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $690K | 0.6%Prev: 0.5% | 17,192 SH | Increased+250 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $6.4M | 5.3% | 77,607 SH | New |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | $5.0M | 4.2% | 127,313 SH | New |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $615K | 0.5% | 23,497 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.4M | 5.4%Prev: 3.3% | 94,402 SH | Increased+37,188 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $500K | 0.4%Prev: 0.3% | 7,150 SH | Increased |
| EA SERIES TRUST | BRID OMN SMA ETF | $443K | 0.4% | 15,175 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $7.6M | 6.4%Prev: 5.3% | 10,327 SH | Increased-224 SH |
| ISHARES GOLD TR | ISHARES NEW | $364K | 0.3% | 4,821 SH | New |
| ISHARES INC | CORE MSCI EMKT | $861K | 0.7%Prev: 0.7% | 10,391 SH | Increased-2,256 SH |
| ISHARES INC | MSCI EMRG CHN | $276K | 0.2% | 2,698 SH | New |
| ISHARES TR | CORE MSCI EAFE | $1.1M | 0.9%Prev: 1.0% | 11,631 SH | Increased-1,171 SH |
| ISHARES TR | CORE S&P SCP ETF | $3.8M | 3.2%Prev: 2.8% | 25,701 SH | Increased-2,602 SH |
| ISHARES TR | CORE S&P500 ETF | $873K | 0.7%Prev: 1.9% | 1,166 SH | Decreased-2,265 SH |
| ISHARES TR | MSCI EAFE ETF | $497K | 0.4%Prev: 0.4% | 4,781 SH | Increased-225 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.6M | 1.4%Prev: 1.1% | 23,933 SH | Increased-754 SH |
| ISHARES TR | RUS MID CAP ETF | $563K | 0.5%Prev: 0.4% | 5,105 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $1.4M | 1.2%Prev: 1.7% | 4,657 SH | Decreased-3,932 SH |
| ISHARES TR | S&P 500 VAL ETF | $806K | 0.7%Prev: 1.1% | 3,550 SH | Decreased-2,722 SH |
| MICROSOFT CORP | COM | $663K | 0.6%Prev: 0.8% | 1,776 SH | Decreased-54 SH |
| NVIDIA CORPORATION | COM | $2.6M | 2.2%Prev: 2.0% | 12,939 SH | Increased-892 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $263K | 0.2%Prev: 0.2% | 7,249 SH | Increased-991 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $1.4M | 1.2%Prev: 3.2% | 58,834 SH | Decreased-86,638 SH |
| SPDR GOLD TR | GOLD SHS | $647K | 0.5%Prev: 0.7% | 1,756 SH | Decreased-870 SH |
| SPDR SERIES TRUST | ST STR BL 12 ETF | $13.1M | 11.0% | 132,170 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $8.8M | 7.4% | 11,829 SH | New |
| VANECK ETF TRUST | JUNIOR GOLD MINE | $446K | 0.4%Prev: 0.3% | 4,541 SH | Increased-370 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $3.3M | 2.7%Prev: 4.3% | 41,796 SH | Decreased-18,246 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $824K | 0.7%Prev: 0.2% | 9,569 SH | Increased+8,943 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.0M | 1.7%Prev: 1.6% | 5,908 SH | Increased-132 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.1M | 0.9%Prev: 0.9% | 11,559 SH | Increased-41 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.7M | 3.1%Prev: 2.8% | 5,327 SH | Increased-184 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 1.3%Prev: 1.2% | 5,033 SH | Increased-564 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 2.1%Prev: 3.9% | 6,671 SH | Decreased-7,470 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.7M | 2.3%Prev: 3.4% | 45,534 SH | Decreased-31,249 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 1.0%Prev: 1.1% | 5,104 SH | Increased-600 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $7.7M | 6.5%Prev: 8.5% | 108,103 SH | Decreased-56,071 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 |