Managers / Q4 2021 · view latest →
Estate Counselors, LLC
CIK 0001559832 · 414 N. MAIN STREET, THIENSVILLE, WI, 53092 · (262)238-6980
Reported Value
$823M
Q4 2021
Positions
167
Filings on Record
30
2019–present window
Filed
Feb 14, 2022
original filing
Summary
Estate Counselors, Llc reported $823M in U.S.-listed holdings across 167 positions for Q4 2021.
Its largest position, Vanguard Bd Index Fds, represents 9.5% of the portfolio.
Compared with Q3 2021, the fund opened 20 new positions and exited 28.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 91.3% · $751M
- Common Stock · 8.5% · $70M
- Other · 0.2% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.1B | 97 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 90 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 89 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.0B | 82 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $965M | 91 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $935M | 101 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $965M | 108 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $913M | 112 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $873M | 113 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $810M | 118 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $752M | 124 | Nov 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $789M | 125 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $757M | 126 | May 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $715.2B | 136 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $646M | 175 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $672M | 166 | Aug 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $769M | 162 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $823M | 167 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $799M | 175 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $763M | 168 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $683M | 168 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $665M | 133 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $644M | 115 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $626M | 163 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $608M | 127 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $680M | 75 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $651M | 68 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $640M | 66 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $584M | 64 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $495M | 63 | Feb 4, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.