account_balance
Investment manager · 13F filer · SEC CIK 1593038
Coyle Financial Counsel LLC
Reported value$543Mas of Sep 30, 2026
Positions123 4 new, 6 sold out
Top 10 weight71.2%IVV alone is 17%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.4%
VEAVanguard Tax-Managed FDS
12.9%
FBNDFidelity Merrimack STR Tr
7.5%Added +13%
QQQInvesco QQQ Tr
6.4%Trimmed −5%
FRDMEa Series Trust
6.0%Trimmed −19%
VCSHVanguard Scottsdale FDS
5.2%Added +10%
IJHiShares Tr
4.8%Added +6%
VTVanguard Intl Equity Index F
4.3%
VUSBVanguard Bd Index FDS
3.7%Added +6%
VCITVanguard Scottsdale FDS
3.1%+12%
VOOVanguard Index FDS
2.4%
DFAIDimensional ETF Trust
2.4%
IVViShares Tr
17.4%
VEAVanguard Tax-Managed FDS
12.9%
FBNDFidelity Merrimack STR Tr
7.5%
QQQInvesco QQQ Tr
6.4%
FRDMEa Series Trust
6.0%−19%
VCSHVanguard Scottsdale FDS
5.2%
IJHiShares Tr
4.8%
VTVanguard Intl Equity Index F
4.3%
VUSB3.7%
VCIT
VOO2.4%
DFAI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 17.4% Held
VEA Vanguard Tax-Managed FDS 12.9% Held
FBND Fidelity Merrimack STR Tr 7.5% Added +13%
QQQ Invesco QQQ Tr 6.4% Trimmed −5%
FRDM Ea Series Trust 6.0% Trimmed −19%
VCSH Vanguard Scottsdale FDS 5.2% Added +10%
IJH iShares Tr 4.8% Added +6%
VT Vanguard Intl Equity Index F 4.3% Held
VUSB Vanguard Bd Index FDS 3.7% Added +6%
VCIT Vanguard Scottsdale FDS 3.1% Added +12%
VOO Vanguard Index FDS 2.4% Trimmed −7%
DFAI Dimensional ETF Trust 2.4% Added +9%
What changed
Biggest moves since Jun 30, 2026
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