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Coyle Financial Counsel LLC

Portfolio Manager
Coyle Financial Counsel LLC
Performance
-1.22% (2026 Q1)
AUM (13F)
$472.80M
# of Holdings
113
Performance Rank
Allocation (Top 20)
85.14%

Coyle Financial Counsel LLC Holdings Map

Top 50 Coyle Financial Counsel LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
16.53%119.6K$78.1M
+5.56%(+6.30K)
2025-Q1: 93.9K shares2025-Q2: 100.0K shares2025-Q3: 107.2K shares2025-Q4: 113.3K shares2026-Q1: 119.6K shares
$390.00(+91.90%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
13.5%996.0K$63.8M
+1.70%(+16.69K)
2025-Q1: 909.2K shares2025-Q2: 937.1K shares2025-Q3: 957.1K shares2025-Q4: 979.3K shares2026-Q1: 996.0K shares
$43.82(+61.60%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
7.67%794.8K$36.3M
+4.25%(+32.41K)
2025-Q1: 566.2K shares2025-Q2: 604.0K shares2025-Q3: 735.7K shares2025-Q4: 762.4K shares2026-Q1: 794.8K shares
$45.08(+0.86%)
2026-03-31
FRDM
EA SERIES TRUST
6.75%583.8K$31.9M
+0.57%(+3.29K)
2025-Q1: 495.9K shares2025-Q2: 523.1K shares2025-Q3: 556.7K shares2025-Q4: 580.6K shares2026-Q1: 583.8K shares
$34.88(+96.24%)
2026-03-31
QQQ
INVESCO QQQ TR
5.92%48.5K$28.0M
+5.51%(+2.53K)
2025-Q1: 38.6K shares2025-Q2: 41.4K shares2025-Q3: 43.5K shares2025-Q4: 46.0K shares2026-Q1: 48.5K shares
$255.37(+179.04%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
5.3%316.1K$25.1M
+4.48%(+13.55K)
2025-Q1: 248.6K shares2025-Q2: 258.7K shares2025-Q3: 291.7K shares2025-Q4: 302.6K shares2026-Q1: 316.1K shares
$76.83(+2.55%)
2026-03-31
IJH
ISHARES TR
4.76%333.2K$22.5M
+6.19%(+19.43K)
2025-Q1: 198.6K shares2025-Q2: 217.2K shares2025-Q3: 290.1K shares2025-Q4: 313.8K shares2026-Q1: 333.2K shares
$53.28(+42.81%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
4.23%144.7K$20.0M
+3.05%(+4.28K)
2025-Q1: 124.2K shares2025-Q2: 130.6K shares2025-Q3: 135.5K shares2025-Q4: 140.4K shares2026-Q1: 144.7K shares
$104.34(+49.67%)
2026-03-31
VUSB
VANGUARD BD INDEX FDS
3.9%369.9K$18.4M
+2.20%(+7.95K)
2025-Q1: 263.4K shares2025-Q2: 286.3K shares2025-Q3: 345.9K shares2025-Q4: 362.0K shares2026-Q1: 369.9K shares
$49.46(+0.37%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.23%184.6K$15.3M
+1.78%(+3.23K)
2025-Q1: 136.7K shares2025-Q2: 147.9K shares2025-Q3: 173.2K shares2025-Q4: 181.3K shares2026-Q1: 184.6K shares
$79.02(+4.20%)
2026-03-31

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