Instuitional Investor - Daner Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Daner Wealth Management, Llc |
| Portfolio Value | $170,143,367 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 543,945 | $23,433,151 | 13.77% | |
| 2. | Invesco Exch Trd Slf Idx Fd | 225,476 | $15,136,222 | 8.9% | |
| 3. | Vanguard Index Fds - LARGE CAP ETF | 42,618 | $14,456,038 | 8.5% | |
| 4. | Dimensional Etf Trust | 309,412 | $13,060,295 | 7.68% | |
| 5. | Dimensional Etf Trust | 136,544 | $10,493,382 | 6.17% |
Hedge Fund Resource Center 
