0001580642-21-005524.txt : 20211119 0001580642-21-005524.hdr.sgml : 20211119 20211119164540 ACCESSION NUMBER: 0001580642-21-005524 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211119 DATE AS OF CHANGE: 20211119 EFFECTIVENESS DATE: 20211119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Coyle Financial Counsel LLC CENTRAL INDEX KEY: 0001593038 IRS NUMBER: 362705245 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16084 FILM NUMBER: 211428913 BUSINESS ADDRESS: STREET 1: 2700 PATRIOT BLVD STREET 2: SUITE 440 CITY: GLENVIEW STATE: IL ZIP: 60026 BUSINESS PHONE: 847-441-5644 MAIL ADDRESS: STREET 1: 2700 PATRIOT BLVD STREET 2: SUITE 440 CITY: GLENVIEW STATE: IL ZIP: 60026 FORMER COMPANY: FORMER CONFORMED NAME: Coyle Financial Counsel, Inc. DATE OF NAME CHANGE: 20131126 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001593038 XXXXXXXX 09-30-2021 09-30-2021 false Coyle Financial Counsel LLC
2700 Patriot Blvd Suite 440 Glenview IL 60026
13F HOLDINGS REPORT 028-16084 N
Dave Smestuen Chief Operating Officer 847-441-5644 /s/ Dave Smestuen Glenview IL 11-17-2021 5 64 171019 1 028-05229 Greatlakes Advisors, LLC 2 028-14059 ACR, Alpine Capital Research, LLC 3 028-03381 Segall Bryant & Hamill, LLC 4 028-10799 CIBC Private Wealth Management 5 028-18460 Clifford Capital Partners, LLC
INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 6744 25636 SH SOLE 25636 0 0 ISHARES TR CORE S&P500 ETF 464287200 38878 90242 SH SOLE 90242 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 373 5048 SH SOLE 5048 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1788 3719 SH SOLE 3719 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2710 6314 SH SOLE 6314 0 0 AMAZON COM INC COM 023135106 1275 388 SH SOLE 388 0 0 BOEING CO COM 097023105 321 1460 SH SOLE 1460 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 13427 37511 SH SOLE 37511 0 0 ABBOTT LABS COM 002824100 719 6084 SH SOLE 6084 0 0 FEDEX CORP COM 31428X106 2373 10822 SH SOLE 10822 0 0 INTEL CORP COM 458140100 225 4216 SH SOLE 4216 0 0 DISNEY WALT CO COM 254687106 370 2189 SH SOLE 2189 0 0 MICROSOFT CORP COM 594918104 592 2100 SH SOLE 2100 0 0 UNITED PARCEL SERVICE INC CL B 911312106 330 1811 SH SOLE 1811 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 2243 117781 SH SOLE 117781 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1023 18946 SH SOLE 18946 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 312 8314 SH SOLE 8314 0 0 UNION PAC CORP COM 907818108 235 1200 SH SOLE 1200 0 0 MCDONALDS CORP COM 580135101 451 1870 SH SOLE 1870 0 0 JPMORGAN CHASE & CO COM 46625H100 355 2168 SH SOLE 2168 0 0 PROGRESSIVE CORP COM 743315103 1098 12148 SH SOLE 12148 0 0 PIONEER NAT RES CO COM 723787107 1909 11462 SH SOLE 11462 0 0 AMERICAN TOWER CORP NEW COM 03027X100 526 1980 SH SOLE 1980 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1650 7430 SH SOLE 7430 0 0 CROWN HLDGS INC COM 228368106 1927 19119 SH SOLE 19119 0 0 APPLE INC COM 037833100 3403 24053 SH SOLE 24053 0 0 CATERPILLAR INC COM 149123101 257 1340 SH SOLE 1340 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3068 16824 SH SOLE 16824 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1093 21860 SH SOLE 21860 0 0 DECKERS OUTDOOR CORP COM 243537107 421 1168 SH SOLE 1168 0 0 ALIGN TECHNOLOGY INC COM 016255101 1397 2100 SH SOLE 2100 0 0 CME GROUP INC COM 12572Q105 242 1250 SH SOLE 1250 0 0 AUTOZONE INC COM 053332102 2364 1392 SH SOLE 1392 0 0 LKQ CORP COM 501889208 3301 65607 SH SOLE 65607 0 0 DOLLAR GEN CORP NEW COM 256677105 2949 13900 SH SOLE 13900 0 0 NVIDIA CORPORATION COM 67066G104 414 2000 SH SOLE 2000 0 0 MASCO CORP COM 574599106 1655 29794 SH SOLE 29794 0 0 ALPHABET INC CAP STK CL A 02079K305 348 130 SH SOLE 130 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 402 1839 SH SOLE 1839 0 0 CLEAN HARBORS INC COM 184496107 2615 25177 SH SOLE 25177 0 0 MAXIMUS INC COM 577933104 1900 22831 SH SOLE 22831 0 0 SKECHERS U S A INC CL A 830566105 852 20224 SH SOLE 20224 0 0 MARTEN TRANS LTD COM 573075108 529 33711 SH SOLE 33711 0 0 WINTRUST FINL CORP COM 97650W108 315 3919 SH SOLE 3919 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1748 34172 SH SOLE 34172 0 0 PINNACLE FINL PARTNERS INC COM 72346Q104 1174 12483 SH SOLE 12483 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1470 17200 SH SOLE 17200 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 7246 143520 SH SOLE 143520 0 0 ISHARES TR EAFE SML CP ETF 464288273 2028 27255 SH SOLE 27255 0 0 ISHARES TR CRE U S REIT ETF 464288521 309 5275 SH SOLE 5275 0 0 VISA INC COM CL A 92826C839 464 2083 SH SOLE 2083 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1903 23090 SH SOLE 23090 0 0 CBOE GLOBAL MKTS INC COM 12503M108 1164 9400 SH SOLE 9400 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7573 19202 SH SOLE 19202 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 4408 69673 SH SOLE 69673 0 0 BERRY GLOBAL GROUP INC COM 08579W103 2909 47788 SH SOLE 47788 0 0 ABBVIE INC COM 00287Y109 770 7137 SH SOLE 7137 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 1153 30251 SH SOLE 30251 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 445 8816 SH SOLE 8816 0 0 ALPHABET INC CAP STK CL C 02079K107 816 306 SH SOLE 306 0 0 ARK ETF TR INNOVATION ETF 00214Q104 7810 70660 SH SOLE 70660 0 0 WISDOMTREE TR EM EX ST-OWNED 97717X578 8427 225800 SH SOLE 225800 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 9823 98154 SH SOLE 98154 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 0 100 SH Call SOLE 100 0 0