account_balance
Investment manager · 13F filer · SEC CIK 949623
Financial Counselors Inc
Reported value$74Mas of Sep 30, 2026
Positions13 0 new, 0 sold out
Top 10 weight99.2%IVV alone is 81%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
80.6%
IEMGiShares Inc
6.4%Added +5%
IJRiShares Tr
3.8%Added +4%
VBRVanguard Index FDS
2.5%
VOO1.9%
SPY1.3%AAPL1.0%RSP
MDYIWM
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 80.6% Held
IEMG iShares Inc 6.4% Added +5%
IJR iShares Tr 3.8% Added +4%
VBR Vanguard Index FDS 2.5% Added +3%
VOO Vanguard Index FDS 1.9% Added +7%
SPY SPDR S&P 500 ETF Trust 1.3% HeldAAPL Apple Inc. 1.0% HeldRSP Invesco Exchange Traded Fd T 0.8% Held
QQQ Invesco QQQ Tr 0.5% Held
GOOGL Alphabet Inc. 0.5% HeldMDY SPDR S&P Midcap 400 ETF Trust 0.4% HeldIWM iShares Tr 0.3% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- VOO +7%
- IEMG +5%
- IJR +4%
- VBR +3%
arrow_downwardTrimmed
None
remove_circleSold out
None
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