CF

Coyle Financial Counsel LLC

13F
Coyle Financial Counsel LLC
Last update 2024-08-13 74 Stocks (0 new)
Value $280.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(14.13%)VEA(13.52%)FBND(7.47%)VCSH(5.27%)QQQ(4.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Coyle Financial Counsel LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
75,125
39495.290
0%
14.130
0%
-
+11.40%
+21.33%
545905.122
 
VEA 		Vanguard FTSE Developed Markets ETF
753,622
37809.220
0%
13.520
0%
-
+6.74%
+6.08%
139217.980
 
FBND 		Fidelity Total Bond ETF
460,789
20878.350
0%
7.470
0%
-
-1.70%
-0.93%
12517.137
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
190,443
14723.150
0%
5.270
0%
-
-0.17%
+1.14%
34292.030
 
QQQ 		INVESCO QQQ Trust
31,084
13801.670
0%
4.940
0%
-
+13.06%
+20.19%
297491.724
 
FRDM 		Alpha Architect Freedom 100 Emerging Markets ETF
385,424
13000.360
0%
4.650
0%
-
+10.92%
+7.78%
890.046
 
VUSB 		Vanguard Ultra-Short Bond ETF
226,239
11210.120
0%
4.010
0%
-
+0.04%
+0.40%
4388.507
 
VT 		Vanguard Total World Stock ETF
99,759
11023.370
0%
3.940
0%
-
+10.40%
+15.59%
38985.184
 
VOO 		Vanguard S&P 500 ETF
20,263
9740.250
0%
3.480
0%
-
+11.55%
+21.36%
493529.541
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
116,197
9355.040
0%
3.350
0%
-
-0.94%
+0.11%
48973.152
 

Coyle Financial Counsel LLC's Historical Top Holdings Breakdowns

Coyle Financial Counsel LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.90%
●
76.2 ($101.1) 135.58
$139.91
38.39%
Reduce -90%
3,110
-27,990
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+2.38%
●
53.67 ($56.61) 60.74
$63.10
11.46%
Add 407.23%
136,349
109,468
CRH 		CRH PLC2024-03-31New Buy
+0.86%
●
66.19 ($76.44) 87.2
$96.91
26.78%
New holding
27,977
27,977
VEA 		Vanguard FTSE Developed Markets ETF2024-03-31Add
+0.54%
●
46.21 ($48.29) 50.27
$50.81
5.22%
Add 4.14%
753,622
29,978
CCK 		Crown Holdings Inc2024-03-31Sold Out
-0.46%
●
71.94 ($81.87) 92
$93.90
14.69%
Sold Out
0
-12,875
KNX 		Knight-Swift Transportation Holdings Inc2024-03-31Reduce
-0.40%
●
52.08 ($56.42) 60.31
$54.00
-4.29%
Reduce -49.38%
18,350
-17,899
JBHT 		JB Hunt Transport Services Inc2024-03-31Sold Out
-0.31%
●
189.04 ($201.74) 218.78
$185.56
-8.02%
Sold Out
0
-4,089
FBND 		Fidelity Total Bond ETF2024-03-31Add
+0.30%
●
44.85 ($45.38) 46.02
$45.61
0.51%
Add 4.2%
460,789
18,586
VUSB 		Vanguard Ultra-Short Bond ETF2024-03-31Add
+0.25%
●
49.37 ($49.49) 49.67
$49.64
0.30%
Add 6.73%
226,239
14,275
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest2024-03-31New Buy
+0.20%
●
34.34 ($47.84) 64.4
$60.66
26.80%
New holding
9,150
9,150

Coyle Financial Counsel LLC Total Holding History ($B)

To

Coyle Financial Counsel LLC's Asset Allocation

To

Coyle Financial Counsel LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coyle Financial Counsel LLC's Hypothetical Growth since 2024-06-30

Coyle Financial Counsel LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Coyle Financial Counsel LLC's Holdings Heat Map

Size field:

Coyle Financial Counsel LLC's Holdings Bubble Chart

Coyle Financial Counsel LLC News

  • 1

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