Top 50 Coyle Financial Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.53% | 119.6K | $78.1M | +5.56%(+6.30K) | $390.00(+91.90%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.5% | 996.0K | $63.8M | +1.70%(+16.69K) | $43.82(+61.60%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.67% | 794.8K | $36.3M | +4.25%(+32.41K) | $45.08(+0.86%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 6.75% | 583.8K | $31.9M | +0.57%(+3.29K) | $34.88(+96.24%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.92% | 48.5K | $28.0M | +5.51%(+2.53K) | $255.37(+179.04%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.3% | 316.1K | $25.1M | +4.48%(+13.55K) | $76.83(+2.55%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.76% | 333.2K | $22.5M | +6.19%(+19.43K) | $53.28(+42.81%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.23% | 144.7K | $20.0M | +3.05%(+4.28K) | $104.34(+49.67%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 3.9% | 369.9K | $18.4M | +2.20%(+7.95K) | $49.46(+0.37%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.23% | 184.6K | $15.3M | +1.78%(+3.23K) | $79.02(+4.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.73% |
| Top 20 Holdings Unweighted | +11.54% | +38.76% |
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