Estate Counselors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Thiensville, WI
CIK
0001559832
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 91 964,682 ETF SER SOLUTIONS, SHV, VFH, XLP 13F-HR 5/14/2025 000117266125001813
Q4 2024 101 935,373 ETF SER SOLUTIONS, VXUS, VFH, XLP 13F-HR 2/14/2025 000117266125001064
Q3 2024 108 965,214 ETF SER SOLUTIONS, VXUS, XLB, VFH 13F-HR 11/12/2024 000117266124004570
Q2 2024 112 913,075 ETF SER SOLUTIONS, VXUS, XLB, VFH 13F-HR 8/8/2024 000117266124003155
Q1 2024 113 873,198 ETF SER SOLUTIONS, VXUS, XLC, VFH 13F-HR 5/14/2024 000117266124002274
Q4 2023 118 809,830 VTI, VGSH, BSV, VUG 13F-HR 1/23/2024 000117266124000305
Q3 2023 124 751,808 SHV, VTI, RSP, STIP 13F-HR 11/2/2023 000117266123003597
Q2 2023 125 789,480 SHV, VTI, RSP, STIP 13F-HR 7/31/2023 000117266123002674
Q1 2023 126 756,774 SHV, STIP, BSV, QQQ 13F-HR 5/4/2023 000117266123001830
Q4 2022 136 715,171 BSV, SHV, MINT, STIP 13F-HR 2/8/2023 000117266123000505
Q3 2022 175 646,441 BSV, SHV, VTI, VGSH 13F-HR 11/4/2022 000160658722002137
Q2 2022 166 671,966 SHV, BSV, SHY, VGSH 13F-HR 8/3/2022 000160658722001588
Q1 2022 162 769,036 SHV, BSV, SHY, RSP 13F-HR 5/9/2022 000160658722001020
Q4 2021 167 823,439 BSV, VTI, RSP, QQQ 13F-HR 2/14/2022 000160658722000525
Q3 2021 175 799,232 BSV, VTI, RSP, QQQ 13F-HR 11/3/2021 000160658721001496
Q2 2021 168 763,329 VTI, RSP, STIP, VB 13F-HR 8/3/2021 000160658721000999
Q1 2021 168 682,678 VTI, RSP, BND, STIP 13F-HR 5/6/2021 000160658721000614
Q4 2020 133 664,761 BND, VTI, SPY, AGG 13F-HR 2/11/2021 000160658721000282
Q3 2020 115 644,388 BND, VTI, SPY, STIP 13F-HR 10/28/2020 000160658720001140
Q2 2020 163 625,774 BND, AGG, STIP, VTI 13F-HR 8/7/2020 000160658720000882
Q1 2020 127 607,686 BND, SPY, VTI, EFAV 13F-HR 4/28/2020 000160658720000483
Q4 2019 75 680,283 BND, SPY, VTI, EFAV 13F-HR 1/31/2020 000160658720000162
Q3 2019 68 651,366 BND, SPY, MUB, TIP 13F-HR 10/28/2019 000160658719000927
Q2 2019 66 640,073 BND, SPY, MUB, TIP 13F-HR 8/7/2019 000160658719000765
Q1 2019 64 583,531 BND, SPY, MUB, TIP 13F-HR 5/1/2019 000160658719000448
Q4 2018 63 494,831 SPY, SHV, IYR, MUB 13F-HR 2/4/2019 000160658719000145
Q3 2018 62 552,559 SPY, IWM, TIP, MDY 13F-HR 10/15/2018 000160658718000738
Q2 2018 65 527,534 SPY, IWM, TIP, MDY 13F-HR 8/8/2018 000160658718000621
Q1 2018 70 538,602 SPY, VWO, IWM, EFAV 13F-HR 4/13/2018 000160658718000291
Q4 2017 60 499,872 SPY, IWM, VWO, XLF 13F-HR 2/6/2018 000160658718000125
Q3 2017 58 502,278 SPY, IWM, VWO, XLF 13F-HR 11/13/2017 000160658717000664
Q2 2017 59 441,167 SPY, IWM, MDY, EFAV RESTATEMENT 11/13/2017 000160658717000670
Q1 2017 63 385,153 SPY, IWM, EFAV, XLF RESTATEMENT 11/13/2017 000160658717000665
Q4 2016 68 362,077 SPY, USMV, TIP, IWM 13F-HR 1/24/2017 000160658717000037
Q3 2016 54 257,994 USMV, QQQ, SPY, EFAV 13F-HR 10/21/2016 000160658716000794
Q2 2016 54 251,036 USMV, SPY, VCSH, QQQ 13F-HR 7/28/2016 000160658716000676
Q1 2016 54 226,889 EFAV, USMV, VCSH, QQQ 13F-HR 5/9/2016 000160658716000594
Q4 2015 65 245,040 IGIB, MUB, BNDX, USMV 13F-HR 2/8/2016 000160658716000411
Q3 2015 63 248,299 IGIB, EFAV, MUB, SPY 13F-HR 10/28/2015 000160658715000286
Q2 2015 52 287,976 VCSH, SPY, EFAV, PHDG 13F-HR 7/22/2015 000160658715000199
Q1 2015 53 281,198 SPY, EFAV, PHDG, IGIB 13F-HR 5/1/2015 000160658715000145
Q4 2014 59 282,738 SPY, XLU, PHDG, IWM 13F-HR 2/6/2015 000160658715000039
Q3 2014 51 259,516 SPY, PHDG, XLU, IWM 13F-HR 11/12/2014 000160658714000264
Q2 2014 48 261,761 SPY, XLU, PHDG, IWM RESTATEMENT 8/15/2014 000160658714000214
Q1 2014 51 249,149 SPY, IWM, XLU, IGIB 13F-HR 4/11/2014 000139834414002137
Q4 2013 53 225,263 SPY, IWM, QQQ, XLU 13F-HR 1/17/2014 000139834414000302
Additional filings from Estate Counselors, LLC that have since been restated