Sponsored

The Analysis of Estate Counselors, LLC's Holdings & P&L

Currently, Estate Counselors, LLC holds 97 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in TLH (+147.7K shares, valued at $14.9M), MBB (+116.3K shares, valued at $11.0M), IEF (+111.0K shares, valued at $10.6M); decreased their positions in TBFG (-468.4K shares, valued at $14.0M), VTI (-38.0K shares, valued at $12.2M), XLK (-67.4K shares, valued at $9.0M); initiated new positions in DFCF (+205.9K shares, valued at $8.7M), SPHD (+123.1K shares, valued at $6.1M), IWD (+28.4K shares, valued at $6.1M).

1M P&L

-3.6M-0.28%

3M P&L

-26.4M-2.04%

HY P&L

+55.0M+4.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

92.4%

2Communication Equipment8.6M

0.7%

3Semiconductors7.0M

0.6%

Top Industries by Stock Count

1N/A60 stocks

71.4%

2Semiconductors3 stocks

3.6%

3Communication Equipment2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TBFG ETF SER SOLUTIONS11.9M shares-3.78%2026-03-312026-05-15

TBFC ETF SER SOLUTIONS12.1M shares-1.04%2026-03-312026-05-15

VXUS VANGUARD STAR FDS521.2K shares-1.10%2026-03-312026-05-15

TLH ISHARES TR265.2K shares125.59%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS313.8K shares56.57%2026-03-312026-05-15

MBB ISHARES TR232.8K shares99.73%2026-03-312026-05-15

IEF ISHARES TR227.2K shares95.55%2026-03-312026-05-15

CWB SPDR SERIES TRUST230.1K shares72.65%2026-03-312026-05-15

Sponsored

EMB ISHARES TR220.2K shares95.72%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR185.0K shares-7.98%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR98.8K shares-6.51%2026-03-312026-05-15

VDE VANGUARD WORLD FD83.0K shares-26.83%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR192.5K shares-45.14%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST205.9K sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR161.2K shares30.71%2026-03-312026-05-15

GLD SPDR GOLD TR16.9K shares-15.77%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS35.6K shares652.81%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR68.0K shares-0.80%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST183.5K shares-0.35%2026-03-312026-05-15

EFAV ISHARES TR68.6K shares-0.27%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST115.7K shares-0.78%2026-03-312026-05-15

SPHD INVESCO EXCH TRADED FD TR II123.1K sharesnew addition2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR124.6K shares-0.37%2026-03-312026-05-15

TLT ISHARES TR70.3K shares1487.57%2026-03-312026-05-15

Sponsored

IWD ISHARES TR28.4K sharesnew addition2026-03-312026-05-15

STIP ISHARES TR58.5K sharesnew addition2026-03-312026-05-15

TIP ISHARES TR54.6K sharesnew addition2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST165.9K shares-0.33%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS65.8K sharesnew addition2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR49.8K shares-40.21%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR40.2K shares-62.66%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR48.1K shares-43.85%2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR56.3K shares35.83%2026-03-312026-05-15

CIEN CIENA CORP7.6K shares-59.77%2026-03-312026-05-15

FUTY FIDELITY COVINGTON TRUST47.2K shares-35.32%2026-03-312026-05-15

APA CORPORATION APA CORPORATION55.9K sharesnew addition2026-03-312026-05-15

PFG PRINCIPAL FINANCIAL GROUP IN22.7K sharesnew addition2026-03-312026-05-15

WDC WESTERN DIGITAL CORP7.5K shares-70.69%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS24.2K shares35.98%2026-03-312026-05-15

LITE LUMENTUM HLDGS INC2.8K shares-75.28%2026-03-312026-05-15

Sponsored

CHTR CHARTER COMMUNICATIONS INC9.1K sharesnew addition2026-03-312026-05-15

OVV OVINTIV INC33.1K shares-55.47%2026-03-312026-05-15

AGNC AGNC INVT CORP195.1K sharesnew addition2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP7.3K shares-46.72%2026-03-312026-05-15

FIX COMFORT SYS USA INC1.4K shares-71.68%2026-03-312026-05-15

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN89.9K sharesnew addition2026-03-312026-05-15

NWS NEWS CORP NEW66.4K sharesnew addition2026-03-312026-05-15

EIX EDISON INTL25.4K sharesnew addition2026-03-312026-05-15

Sponsored

CMCSA COMCAST CORP NEW64.2K shares-28.27%2026-03-312026-05-15

GM GENERAL MTRS CO24.4K shares-67.43%2026-03-312026-05-15

HP INC HP INC93.3K sharesnew addition2026-03-312026-05-15

TER TERADYNE INC6.0K sharesnew addition2026-03-312026-05-15

SYF SYNCHRONY FINANCIAL26.1K sharesnew addition2026-03-312026-05-15

COHERENT CORP COHERENT CORP7.4K shares-63.62%2026-03-312026-05-15

ALL ALLSTATE CORP8.5K sharesnew addition2026-03-312026-05-15

MET METLIFE INC24.8K sharesnew addition2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC5.1K shares-59.24%2026-03-312026-05-15

EQH EQUITABLE HLDGS INC45.5K sharesnew addition2026-03-312026-05-15

EG EVEREST GROUP LTD5.1K sharesnew addition2026-03-312026-05-15

RNR RENAISSANCERE HLDGS LTD5.6K shares-46.62%2026-03-312026-05-15

SHV ISHARES TR13.7K shares-80.82%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS17.7K sharesnew addition2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS19.1K shares-87.02%2026-03-312026-05-15

VTI VANGUARD INDEX FDS3.5K shares-91.62%2026-03-312026-05-15

Sponsored

VGIT VANGUARD SCOTTSDALE FDS18.2K sharesnew addition2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS13.5K shares-87.17%2026-03-312026-05-15

SPYM SPDR SERIES TRUST13.8K shares4.59%2026-03-312026-05-15

NVDA NVIDIA CORPORATION5.0K shares0.00%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS5.7K shares119.15%2026-03-312026-05-15

IJH ISHARES TR11.3K sharesnew addition2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS15.0K sharesnew addition2026-03-312026-05-15

DBMF LITMAN GREGORY FDS TR23.6K shares99.49%2026-03-312026-05-15

Sponsored

SPSM SPDR SERIES TRUST13.3K sharesnew addition2026-03-312026-05-15

EMXC ISHARES INC7.7K shares2.86%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS7.8K shares-37.64%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F11.1K shares-5.86%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS9.3K sharesnew addition2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II4.2K sharesnew addition2026-03-312026-05-15

FMBH FIRST MID BANCSHARES INC11.4K shares0.00%2026-03-312026-05-15

PFE PFIZER INC15.0K shares0.00%2026-03-312026-05-15

Sponsored

NULV NUSHARES ETF TR9.2K sharesnew addition2026-03-312026-05-15

EVUS ISHARES TR13.1K sharesnew addition2026-03-312026-05-15

HYLB DBX ETF TR10.7K sharesnew addition2026-03-312026-05-15

HYG ISHARES TR4.8K shares81.31%2026-03-312026-05-15

LQD ISHARES TR3.4K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR590 shares-95.20%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.9K sharesnew addition2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST4.6K sharesnew addition2026-03-312026-05-15

Sponsored

USMV ISHARES TR3.4K sharesnew addition2026-03-312026-05-15

COPX GLOBAL X FDS3.8K shares0.00%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40425 sharesnew addition2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD14.3K shares-50.47%2026-03-312026-05-15

SPMD SPDR SERIES TRUST3.8K shares-21.30%2026-03-312026-05-15

IWF ISHARES TR526 shares-96.18%2026-03-312026-05-15

ALPHABET INC ALPHABET INC780 shares0.00%2026-03-312026-05-15

ESGU ISHARES TR1.5K shares-60.68%2026-03-312026-05-15

Sponsored

VYMI VANGUARD WHITEHALL FDS2.1K sharesnew addition2026-03-312026-05-15

TBFG

ETF SER SOLUTIONS

-3.78%

Shares11.9M

Event2026-03-31

Filed2026-05-15

TBFC

ETF SER SOLUTIONS

-1.04%

Shares12.1M

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-1.10%

Shares521.2K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

125.59%

Shares265.2K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

56.57%

Shares313.8K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

99.73%

Shares232.8K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

95.55%

Shares227.2K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

72.65%

Shares230.1K

Event2026-03-31

Filed2026-05-15

EMB

ISHARES TR

95.72%

Shares220.2K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-7.98%

Shares185.0K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-6.51%

Shares98.8K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD WORLD FD

-26.83%

Shares83.0K

Event2026-03-31

Filed2026-05-15

XLB

SELECT SECTOR SPDR TR

-45.14%

Shares192.5K

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL ETF TRUST

New

Shares205.9K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

30.71%

Shares161.2K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-15.77%

Shares16.9K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

652.81%

Shares35.6K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

-0.80%

Shares68.0K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

-0.35%

Shares183.5K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES TR

-0.27%

Shares68.6K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

-0.78%

Shares115.7K

Event2026-03-31

Filed2026-05-15

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares123.1K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

-0.37%

Shares124.6K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

1487.57%

Shares70.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

New

Shares28.4K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

New

Shares58.5K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

New

Shares54.6K

Event2026-03-31

Filed2026-05-15

DFIC

DIMENSIONAL ETF TRUST

-0.33%

Shares165.9K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

New

Shares65.8K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-40.21%

Shares49.8K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

-62.66%

Shares40.2K

Event2026-03-31

Filed2026-05-15

XLY

SELECT SECTOR SPDR TR

-43.85%

Shares48.1K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

35.83%

Shares56.3K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

-59.77%

Shares7.6K

Event2026-03-31

Filed2026-05-15

FUTY

FIDELITY COVINGTON TRUST

-35.32%

Shares47.2K

Event2026-03-31

Filed2026-05-15

APA CORPORATION

New

Shares55.9K

Event2026-03-31

Filed2026-05-15

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares22.7K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

-70.69%

Shares7.5K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

35.98%

Shares24.2K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

-75.28%

Shares2.8K

Event2026-03-31

Filed2026-05-15

CHTR

CHARTER COMMUNICATIONS INC

New

Shares9.1K

Event2026-03-31

Filed2026-05-15

OVV

OVINTIV INC

-55.47%

Shares33.1K

Event2026-03-31

Filed2026-05-15

AGNC

AGNC INVT CORP

New

Shares195.1K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

-46.72%

Shares7.3K

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

-71.68%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ANNALY CAPITAL MANAGEMENT IN

New

Shares89.9K

Event2026-03-31

Filed2026-05-15

NWS

NEWS CORP NEW

New

Shares66.4K

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

New

Shares25.4K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

-28.27%

Shares64.2K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

-67.43%

Shares24.4K

Event2026-03-31

Filed2026-05-15

HP INC

New

Shares93.3K

Event2026-03-31

Filed2026-05-15

TER

TERADYNE INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

SYF

SYNCHRONY FINANCIAL

New

Shares26.1K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-63.62%

Shares7.4K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

New

Shares8.5K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

New

Shares24.8K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-59.24%

Shares5.1K

Event2026-03-31

Filed2026-05-15

EQH

EQUITABLE HLDGS INC

New

Shares45.5K

Event2026-03-31

Filed2026-05-15

EVEREST GROUP LTD

New

Shares5.1K

Event2026-03-31

Filed2026-05-15

RNR

RENAISSANCERE HLDGS LTD

-46.62%

Shares5.6K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-80.82%

Shares13.7K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

New

Shares17.7K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

-87.02%

Shares19.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-91.62%

Shares3.5K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares18.2K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-87.17%

Shares13.5K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

4.59%

Shares13.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

119.15%

Shares5.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares11.3K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

New

Shares15.0K

Event2026-03-31

Filed2026-05-15

DBMF

LITMAN GREGORY FDS TR

99.49%

Shares23.6K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

New

Shares13.3K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

2.86%

Shares7.7K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

-37.64%

Shares7.8K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-5.86%

Shares11.1K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

FMBH

FIRST MID BANCSHARES INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

NULV

NUSHARES ETF TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-15

EVUS

ISHARES TR

New

Shares13.1K

Event2026-03-31

Filed2026-05-15

HYLB

DBX ETF TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

81.31%

Shares4.8K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-95.20%

Shares590

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

New

Shares6.9K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

New

Shares4.6K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

COPX

GLOBAL X FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares425

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO ACTVELY MNGD ETC FD

-50.47%

Shares14.3K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-21.30%

Shares3.8K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-96.18%

Shares526

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares780

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-60.68%

Shares1.5K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available