Estate Counselors, LLC
CIK 1559832 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- VTI9.36%
- VGSH7.85%
- BSV6.97%
- VUG4.97%
- VTV4.85%
- BND3.67%
- VXUS3.61%
- VCIT3.53%
- QQQ3.08%
- SPY3.03%
Share classes counted separately50.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight decreased · -12.03 pp14.63% → 2.60%Shares -804.46K (-80.77%)
- BSVWeight increased · +4.86 pp2.11% → 6.97%Shares +522.15K (+247.76%)
- VGSHWeight increased · +4.26 pp3.59% → 7.85%Shares +621.34K (+132.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $75.79M | 9.36% | 319.49K shares | 6.20% → 9.36%+3.16 pp +100.06K (+45.60%) | Added | ↗▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $63.54M | 7.85% | 1.09M shares | 3.59% → 7.85%+4.26 pp +621.34K (+132.75%) | Added | ↗▾ |
| 03 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $56.45M | 6.97% | 732.89K shares | 2.11% → 6.97%+4.86 pp +522.15K (+247.76%) | Added | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $40.27M | 4.97% | 129.54K shares | 2.02% → 4.97%+2.95 pp +73.80K (+132.39%) | Added | ↗▾ |
| 05 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $39.27M | 4.85% | 262.70K shares | 3.40% → 4.85%+1.45 pp +77.54K (+41.88%) | Added | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $29.72M | 3.67% | 404.09K shares | 0.63% → 3.67%+3.04 pp +335.86K (+492.25%) | Added | ↗▾ |
| 07 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $29.25M | 3.61% | 504.64K shares | Prior unavailable +504.64K | New | ↗▾ |
| 08 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $28.60M | 3.53% | 351.90K shares | 0.04% → 3.53%+3.49 pp +347.68K (+8238.86%) | Added | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $24.95M | 3.08% | 60.91K shares | 2.31% → 3.08%+0.77 pp +12.38K (+25.52%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $24.53M | 3.03% | 51.60K shares | 0.78% → 3.03%+2.25 pp +37.92K (+277.33%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 23
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| STIP ISHARES 0-5 YEAR TIPS BOND E | Non-derivative | -332,604 | -$32.24M | SEC filing ↗ | SEC filing ↗ |
| VCLT VANGUARD LONG-TERM CORP BOND | Non-derivative | -254,560 | -$18.23M | SEC filing ↗ | SEC filing ↗ |
| DBC INVESCO DB COMMODITY INDEX T | Non-derivative | -664,615 | -$16.59M | SEC filing ↗ | SEC filing ↗ |
3 / 23 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1559832 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 809830892
}Research all 118 reported holdings.
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