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Home > Institutional Investor > Daner Wealth Management, Llc > Profile

Instuitional Investor - Daner Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Daner Wealth Management, Llc
Portfolio Value	$184,471,856

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	576,229	$26,633,304	14.44%
2.	Invesco Exch Trd Slf Idx Fd		220,990	$15,783,095	8.56%
3.	Vanguard Index Fds - LARGE CAP ETF		41,989	$15,046,840	8.16%
4.	Dimensional Etf Trust	DFAC	308,556	$12,897,658	6.99%
5.	Dimensional Etf Trust	DFAC	135,563	$11,410,356	6.19%