Holdings of Estate Counselors, LLC

Name: Holdings of Estate Counselors, LLC
Creator: Titelia

91 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.9 % of the equity sleeve

Sector breakdown

Funds 19.6 %
Technology 3.1 %
Financials 1.2 %
Energy 1.0 %
Communication 1.0 %
Industrials 0.9 %
Health care 0.6 %
Utilities 0.4 %
Consumer discretionary 0.4 %
Unattributed 71.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	91	422.9M $	100.00 %

Positions

Rank	Company	Shares	Value
1	Vanguard Total International S	521,214	40.2M $
2	iShares Trust	265,219	26.7M $
3	Vanguard Total Bond Market ETF	313,820	23.1M $
4	iShares MBS ETF	232,819	22.1M $
5	iShares Trust	227,204	21.7M $
6	SPDR Series Trust	230,144	21.1M $
7	iShares J.P. Morgan USD Emerging Markets Bond ETF	220,249	20.7M $
8	Select Sector Spdr Trust	185,026	15.2M $
9	State Street Health Care Select Sector SPDR ETF	98,757	14.5M $
10	VANGUARD ENERGY ETF VANGUARD ENERGY ETF	82,989	14.4M $
11	State Street Materials Select Sector SPDR ETF	192,477	9.6M $
12	Dimensional ETF Trust	205,869	8.7M $
13	State Street Utilities Select Sector SPDR ETF	161,218	7.4M $
14	SPDR Gold Shares	16,942	7.3M $
15	Vanguard Value ETF	35,593	7M $
16	Avantis International Small Cap Value ETF	67,965	6.8M $
17	Dimensional Emerging Markets V	183,475	6.6M $
18	iShares MSCI EAFE Min Vol Factor ETF	68,581	6.3M $
19	Dimensional International Value ETF	115,730	6.1M $
20	Invesco S&P 500 High Dividend Low Volatility ETF	123,070	6.1M $
21	Schwab Fundamental International Equity Etf	124,560	6.1M $
22	iShares Trust	70,250	6.1M $
23	iShares Trust	28,399	6.1M $
24	iShares 0-5 Year TIPS Bond ETF	58,525	6.1M $
25	iShares TIPS Bond ETF	54,555	6M $
26	Dimensional International Core	165,905	5.9M $
27	Vanguard Real Estate ETF	65,755	5.8M $
28	SELECT SECTOR SPDR TRUST (THE)	49,754	5.5M $
29	SELECT SECTOR SPDR TRUST (THE)	40,170	5.3M $
30	Select Sector Spdr Trust	48,070	5.2M $
31	Select Sector Spdr Trust	56,260	3.4M $
32	Ciena Corp	7,562	2.9M $
33	FIDELITY COVINGTON TRUST	47,200	2.8M $
34	APA Corp	55,887	2.4M $
35	Principal Financial Group Inc	22,708	2M $
36	Western Digital Corp	7,500	2M $
37	Vanguard Intermediate-Term Corporate Bond ETF	24,186	2M $
38	Lumentum Holdings Inc	2,843	2M $
39	Charter Communications, Inc.	9,113	2M $
40	Ovintiv Inc	33,132	2M $
41	AGNC Investment Corp	195,095	2M $
42	Cigna Group/The	7,288	1.9M $
43	Comfort Systems USA Inc	1,393	1.9M $
44	Annaly Capital Management Inc	89,945	1.9M $
45	News Corp	66,409	1.9M $
46	Edison International	25,365	1.9M $
47	Comcast Corp	64,200	1.8M $
48	General Motors Co	24,412	1.8M $
49	HP Inc	93,277	1.8M $
50	Teradyne Inc	6,032	1.8M $
51	Synchrony Financial	26,143	1.8M $
52	Coherent Corp	7,438	1.8M $
53	Allstate Corp/The	8,477	1.8M $
54	MetLife Inc	24,750	1.8M $
55	Micron Technology Inc	5,103	1.7M $
56	Equitable Holdings Inc	45,487	1.7M $
57	iShares 0-1 Year Treasury Bond ETF	13,700	1.5M $
58	Vanguard FTSE Developed Markets ETF	17,665	1.1M $
59	Vanguard Scottsdale Funds	19,145	1.1M $
60	Vanguard Total Stock Market ETF	3,477	1.1M $
61	Vanguard Scottsdale Funds	18,245	1.1M $
62	Vanguard Short-term Bond Etf	13,515	1.1M $
63	SPDR Series Trust	13,814	1.1M $
64	NVIDIA Corp	4,960	865K $
65	Vanguard High Dividend Yield E	5,665	839K $
66	iShares Core S&P Mid-Cap ETF	11,260	760.4K $
67	Vanguard Malvern Funds	14,990	748.8K $
68	iMGP DBi Managed Futures Strat	23,640	712.7K $
69	SPDR Series Trust	13,295	642.4K $
70	Ishares Inc	7,725	607.6K $
71	Vanguard Bond Index Funds	7,795	601.6K $
72	Vanguard International Equity Index Funds	11,090	599.4K $
73	Vanguard Scottsdale Funds	9,335	516.7K $
74	Invesco S&P 500 Momentum ETF	4,195	470.3K $
75	First Mid Bancshares Inc	11,385	468.9K $
76	Pfizer Inc	15,000	421.2K $
77	DBX ETF Trust	10,740	388.4K $
78	iShares Trust	4,850	385.9K $
79	iShares iBoxx USD Investment Grade Corporate Bond ETF	3,385	368.9K $
80	Invesco QQQ Trust Series 1	590	340.5K $
81	Invesco RAFI US 1000 ETF	6,945	330.1K $
82	Dimensional ETF Trust	4,645	329.4K $
83	iShares MSCI USA Min Vol Factor ETF	3,400	315.3K $
84	Global X Funds	3,800	290.1K $
85	State Street SPDR S&P MidCap 400 ETF Trust	425	262.1K $
86	INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS	14,325	248.1K $
87	SPDR Series Trust	3,825	226.5K $
88	iShares Russell 1000 Growth ETF	526	224.3K $
89	Alphabet Inc	780	224.3K $
90	iShares ESG Aware MSCI USA ETF	1,455	205.8K $
91	Vanguard Whitehall Funds	2,145	202.1K $