Instuitional Investor - Daner Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Daner Wealth Management, Llc |
| Portfolio Value | $145,018,970 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 467,831 | $17,440,740 | 12.03% | |
| 2. | Invesco Exch Trd Slf Idx Fd | 244,574 | $14,490,984 | 9.99% | |
| 3. | Vanguard Index Fds - LARGE CAP ETF | 43,470 | $12,905,501 | 8.9% | |
| 4. | Dimensional Etf Trust | 280,674 | $11,894,984 | 8.2% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 33,504 | $9,575,825 | 6.6% |
