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Estate Counselors Llc

Portfolio Manager
Estate Counselors LLC
Performance
+0.13% (2026 Q1)
AUM (13F)
$1.12B
# of Holdings
97
Performance Rank
Allocation (Top 20)
86.83%

Estate Counselors Llc Holdings Map

Top 50 Estate Counselors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TBFG
ETF SER SOLUTIONS
31.65%11.91M$355.5M
-3.78%(-468.43K)
2025-Q1: 10.99M shares2025-Q2: 11.26M shares2025-Q3: 12.67M shares2025-Q4: 12.38M shares2026-Q1: 11.91M shares
$26.96(+18.97%)
2026-03-31
TBFC
ETF SER SOLUTIONS
30.32%12.14M$340.6M
-1.04%(-127.28K)
2025-Q1: 11.56M shares2025-Q2: 11.87M shares2025-Q3: 11.86M shares2025-Q4: 12.26M shares2026-Q1: 12.14M shares
$26.01(+12.21%)
2026-03-31
VXUS
VANGUARD STAR FDS
3.58%521.2K$40.2M
-1.10%(-5.79K)
2025-Q1: 6.0K shares2025-Q2: 480.7K shares2025-Q3: 517.3K shares2025-Q4: 527.0K shares2026-Q1: 521.2K shares
$66.22(+25.50%)
2026-03-31
TLH
ISHARES TR
2.38%265.2K$26.7M
+125.59%(+147.65K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 117.6K shares2026-Q1: 265.2K shares
$101.70(-3.81%)
2026-03-31
BND
VANGUARD BD INDEX FDS
2.06%313.8K$23.1M
+56.57%(+113.38K)
2025-Q1: 6.4K shares2025-Q2: 183.5K shares2025-Q3: 195.1K shares2025-Q4: 200.4K shares2026-Q1: 313.8K shares
$73.48(-1.01%)
2026-03-31
MBB
ISHARES TR
1.97%232.8K$22.1M
+99.73%(+116.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 116.6K shares2026-Q1: 232.8K shares
$95.17(-1.68%)
2026-03-31
IEF
ISHARES TR
1.93%227.2K$21.7M
+95.55%(+111.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 116.2K shares2026-Q1: 227.2K shares
$96.04(-2.64%)
2026-03-31
CWB
SPDR SERIES TRUST
1.88%230.1K$21.1M
+72.65%(+96.84K)
2025-Q1: 121.6K shares2025-Q2: 0 shares2025-Q3: 128.7K shares2025-Q4: 133.3K shares2026-Q1: 230.1K shares
$86.48(+20.83%)
2026-03-31
EMB
ISHARES TR
1.84%220.2K$20.7M
+95.72%(+107.72K)
2025-Q1: 100.3K shares2025-Q2: 0 shares2025-Q3: 115.0K shares2025-Q4: 112.5K shares2026-Q1: 220.2K shares
$91.76(+3.21%)
2026-03-31
XLP
SELECT SECTOR SPDR TR
1.35%185.0K$15.2M
-7.98%(-16.04K)
2025-Q1: 183.0K shares2025-Q2: 228.5K shares2025-Q3: 250.9K shares2025-Q4: 201.1K shares2026-Q1: 185.0K shares
$73.43(+15.27%)
2026-03-31

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