Coyle Financial Counsel LLC
115 holdingsFiling period: 2026-03-31Current AUM: $525.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 119.6K | $78.1M | $89.8M | 17.08% | +6.3K | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 996.0K | $63.8M | $70.3M | 13.39% | +16.7K | 2026-03-31 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 794.8K | $36.3M | $35.5M | 6.76% | +32.4K | 2026-03-31 |
| 4 | FRDM | EA SERIES TRUST | 583.8K | $31.9M | $38.0M | 7.23% | +3.3K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 48.5K | $28.0M | $33.4M | 6.35% | +2.5K | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 316.1K | $25.1M | $24.9M | 4.73% | +13.6K | 2026-03-31 |
| 7 | IJH | ISHARES TR | 333.2K | $22.5M | $25.1M | 4.77% | +19.4K | 2026-03-31 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 144.7K | $20.0M | $22.6M | 4.29% | +4.3K | 2026-03-31 |
| 9 | VUSB | VANGUARD BD INDEX FDS | 369.9K | $18.4M | $18.4M | 3.50% | +7.9K | 2026-03-31 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 184.6K | $15.3M | $15.0M | 2.85% | +3.2K | 2026-03-31 |
| 11 | VOO | VANGUARD INDEX FDS | 20.3K | $12.1M | $14.0M | 2.65% | -430 | 2026-03-31 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | 279.1K | $10.9M | $11.8M | 2.24% | +36.4K | 2026-03-31 |
| 13 | VXUS | VANGUARD STAR FDS | 88.5K | $6.8M | $7.5M | 1.42% | -358 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 32.4K | $5.7M | $6.5M | 1.24% | -503 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 17.2K | $5.5M | $6.3M | 1.21% | +59 | 2026-03-31 |
| 16 | DFIC | DIMENSIONAL ETF TRUST | 154.3K | $5.5M | $5.9M | 1.12% | -2,037 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 19.0K | $4.8M | $5.9M | 1.12% | +1.2K | 2026-03-31 |
| 18 | VXF | VANGUARD INDEX FDS | 21.0K | $4.3M | $5.0M | 0.95% | -292 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 18.1K | $3.8M | $4.9M | 0.93% | +911 | 2026-03-31 |
| 20 | FENI | FIDELITY COVINGTON TRUST | 98.3K | $3.7M | $4.0M | 0.76% | -1,248 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 9.0K | $3.3M | $4.2M | 0.79% | +695 | 2026-03-31 |
| 22 | GOOG | ALPHABET INC | 11.0K | $3.1M | $3.9M | 0.74% | +189 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 8.6K | $2.5M | $3.1M | 0.58% | +853 | 2026-03-31 |
| 24 | SCZ | ISHARES TR | 30.0K | $2.4M | $2.5M | 0.48% | -115 | 2026-03-31 |
| 25 | BIL | SPDR SERIES TRUST | 24.7K | $2.3M | $2.3M | 0.43% | -442 | 2026-03-31 |
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