Coyle Financial Counsel LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Coyle Financial Counsel LLC | Institutional Filer | ▲ 1.06% | $472.8M | 113 |
Current Portfolio Holdings
Showing all 113 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 120K | $78.1M | 16.53% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 996K | $63.8M | 13.50% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | — | 795K | $36.3M | 7.67% |
| 4 | FRDM | EA SERIES TRUST | — | 584K | $31.9M | 6.75% |
| 5 | QQQ | Invesco QQQ Trust | — | 49K | $28.0M | 5.92% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | — | 316K | $25.1M | 5.30% |
| 7 | IJH | ISHARES TR | — | 333K | $22.5M | 4.76% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | — | 145K | $20.0M | 4.23% |
| 9 | VUSB | VANGUARD BD INDEX FDS | — | 370K | $18.4M | 3.90% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | — | 185K | $15.3M | 3.23% |
| 11 | VOO | VANGUARD INDEX FDS | — | 20K | $12.1M | 2.57% |
| 12 | DFAI | DIMENSIONAL ETF TRUST | — | 279K | $10.9M | 2.30% |
| 13 | VXUS | VANGUARD STAR FDS | — | 88K | $6.8M | 1.44% |
| 14 | NVDA | NVIDIA Corporation | Technology | 32K | $5.7M | 1.20% |
| 15 | VTI | VANGUARD INDEX FDS | — | 17K | $5.5M | 1.17% |
Showing 1 to 15 of 113 holdings