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CIK 0000949623 • 6 13F filings • Apr 29, 2025 – Aug 5, 2026
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=jivedata("financial-counselors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $516K | 0.7%Prev: 0.6% | 1,899 SH | Increased-11 SH |
| INVESCO EXCHANGE TRADED FD T | EETF | $536K | 0.7%Prev: 0.7% | 2,800 SH | Increased |
| INVESCO QQQ TR | EETF | $327K | 0.5%Prev: 0.4% | 533 SH | Increased |
| ISHARES INC | IETF | $1.8M | 2.4%Prev: 2.4% | 26,262 SH | Decreased-1,137 SH |
| ISHARES TR | EETF | $56.0M | 77.7%Prev: 15.2% | 99,665 SH | Increased+71,144 SH |
| SPDR S&P 500 ETF TR | EETF | $871K | 1.2%Prev: 1.2% | 1,278 SH | Increased-23 SH |
| SPDR S&P MIDCAP 400 ETF TR | EETF | $343K | 0.5%Prev: 0.5% | 568 SH | Increased-2 SH |
| VANGUARD INDEX FDS | AETF | $1.4M | 1.9%Prev: 1.9% | 15,369 SH | Decreased-223 SH |
| VANGUARD INDEX FDS | EETF | $2.9M | 4.0%Prev: 5.2% | 9,968 SH | Decreased-5,015 SH |
| VANGUARD INTL EQUITY INDEX F | IETF | $1.8M | 2.4%Prev: 3.8% | 32,838 SH | Decreased-19,584 SH |
| VANGUARD TAX-MANAGED FDS | IETF | $5.7M | 7.9%Prev: 8.4% | 91,445 SH | Decreased-14,158 SH |
| 13F-HR |
| 0000949623-26-000010 |
| $72.7M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0000949623-25-000009 | $70.7M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0000949623-26-000005 | $70.9M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0000949623-25-000006 | $6.59B | View |