Instuitional Investor - Daner Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Daner Wealth Management, Llc |
| Portfolio Value | $160,013,634 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 463,379 | $17,928,134 | 11.64% | |
| 2. | Invesco Exch Trd Slf Idx Fd | 243,899 | $14,711,988 | 9.55% | |
| 3. | Vanguard Index Fds - LARGE CAP ETF | 43,756 | $13,433,143 | 8.72% | |
| 4. | Dimensional Etf Trust | 283,240 | $12,227,482 | 7.94% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 33,799 | $9,773,423 | 6.34% |
Hedge Fund Resource Center 
