Estate Counselors, LLC 13F Holdings
CIK 0001559832 · Thiensville, WI
As of Sep 30, 2025, Estate Counselors, LLC reported 89 positions worth
CIK 0001559832 · Thiensville, WI
As of Sep 30, 2025, Estate Counselors, LLC reported 89 positions worth
.2B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ETF SER SOLUTIONS | — | — | 12,666,365 | $373.9M | 32.10% |
| ETF SER SOLUTIONS | TBFC | — | 11,864,817 | $332.4M | 28.54% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 517,325 | $38.0M | 3.26% |
| SS CONSUMER STAPLES SEL SECT | XLP | — | 250,938 | 9.7M | 1.69% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 59,786 | 9.6M | 1.68% |
| FIDELITY MSCI UTILITIES INDEX ETF | FUTY | — | 269,095 | 5.2M | 1.30% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 165,298 | 4.8M | 1.27% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 195,070 | 4.5M | 1.25% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 113,970 | 4.3M | 1.23% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 100,935 | 4.0M | 1.21% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 99,247 | 1.7M | 1.01% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 128,695 | 1.6M | 1.00% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 144,620 | 1.6M | 0.99% |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | — | 115,005 | 0.9M | 0.94% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 104,205 | 0.8M | 0.92% |
| ISHARES TIPS BOND ETF | TIP | — | 96,745 | 0.8M | 0.92% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 419,685 | 0.7M | 0.92% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 40,160 | $9.6M | 0.83% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 103,209 | $9.0M | 0.77% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,133 | $7.9M | 0.68% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 98,546 | $7.8M | 0.67% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 123,027 | $7.2M | 0.62% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 65,350 | $7.2M | 0.62% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 49,645 | $7.1M | 0.61% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 14,709 | $7.1M | 0.61% |