FC

Financial Council, LLC

13F
Financial Council, LLC
Last update 2025-04-15 87 Stocks (2 new)
Value $186.00 Mil Turnover 1 %
Countries:
Top Holdings: CGGO(20.31%)CGGR(7.90%)SPYV(5.98%)IUSG(5.94%)AAPL(5.80%)
Summary Stock Picks Current Portfolio
Financial Council, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGGO 		Capital Group Global Growth Equity ETF
1,329,957
37,677.7
+3.48%
20.310
+0.68%
0.670
-0.17%
+2.94%
5,670.9
 
CGGR 		Capital Group Growth ETF
427,727
14,649.6
+1.07%
7.900
+0.08%
0.130
-2.20%
+0.59%
11,797.3
 
SPYV 		SPDR Portfolio S&P 500 Value ETF
217,391
11,102.2
+0.10%
5.980
+0.01%
0.040
-4.68%
-1.84%
25,212.7
 
IUSG 		ISHARES TRUST
86,765
11,026.1
-1.84%
5.940
-0.12%
0.060
-1.90%
-0.20%
21,563.2
 
AAPL 		Apple Inc
48,436
10,759.0
-3.66%
5.800
-0.24%
0.000
-20.37%
-21.83%
2,916,518.7
Hardware
IUSV 		ISHARES TRUST
91,279
8,424.1
+0.08%
4.540
0%
0.040
-4.78%
-2.02%
19,752.4
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
79,613
6,398.5
+0.55%
3.450
+0.02%
0.020
-1.82%
+0.06%
33,881.8
 
IJH 		iShares Core S&P Mid-Cap ETF
106,991
6,242.9
+0.13%
3.370
0%
0.010
-3.62%
-4.10%
90,854.5
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
158,520
5,229.6
+7.33%
2.820
+0.19%
0.020
-3.88%
-2.19%
32,284.9
 
IWV 		iShares Russell 3000 ETF
15,644
4,969.3
-0.75%
2.680
-0.02%
0.030
-3.39%
-1.26%
14,846.0
 

Financial Council, LLC's Historical Top Holdings Breakdowns

Financial Council, 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
CGGO 		Capital Group Global Growth Equity ETF2025-03-31Add
+0.68%
●
28.33 ($29.71) 30.84
$30.08
1.25%
Add 3.48%
1,329,957
44,759
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Reduce
-0.46%
●
50.83 ($53.83) 55.94
$57.45
6.72%
Reduce -19.26%
71,732
-17,116
AAPL 		Apple Inc2025-03-31Reduce
-0.24%
●
209.68 ($231.67) 247.1
$195.27
-15.71%
Reduce -3.66%
48,436
-1,841
DFAC 		Dimensional U.S. Core Equity 2 ETF2025-03-31Add
+0.19%
●
32.42 ($34.71) 36.1
$33.75
-2.77%
Add 7.33%
158,520
10,825
CGDV 		Capital Group Dividend Value ETF2025-03-31Add
+0.13%
●
34.95 ($36.32) 37.36
$36.40
0.22%
Add 18.56%
43,279
6,775
TXN 		Texas Instruments Inc2025-03-31Sold Out
-0.13%
●
173.6 ($187.2) 203.96
$176.30
-5.82%
Sold Out
0
-1,308
IBM 		International Business Machines Corp2025-03-31New Buy
+0.12%
●
217.4 ($244.61) 264.74
$258.63
5.73%
New holding
861
861
IUSG 		ISHARES TRUST2025-03-31Reduce
-0.12%
●
126.86 ($138.28) 146.45
$138.89
0.44%
Reduce -1.84%
86,765
-1,624
ACN 		Accenture PLC2025-03-31Sold Out
-0.12%
●
300.91 ($353.16) 398.25
$309.58
-12.34%
Sold Out
0
-639
ESGD 		iShares MSCI EAFE ESG Select ETF2025-03-31New Buy
+0.11%
●
75.32 ($80.69) 84.77
$87.89
8.92%
New holding
2,450
2,450

Financial Council, LLC Total Holding History ($B)

To

Financial Council, LLC's Asset Allocation

To

Financial Council, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Financial Council, LLC's Hypothetical Growth since 2025-03-31

Financial Council, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Financial Council, LLC's Holdings Heat Map

Size field:

Financial Council, LLC's Holdings Bubble Chart

Financial Council, LLC News

  • 1

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