Instuitional Investor - Donalies Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Donalies Financial Planning, Llc |
| Portfolio Value | $117,439,197 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 321,727 | $12,737,177 | 10.85% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 19,779 | $12,404,279 | 10.56% | |
| 3. | Dimensional Etf Trust | 135,160 | $5,869,999 | 5% | |
| 4. | Vanguard Tax-Managed Fds | 83,960 | $5,245,007 | 4.47% | |
| 5. | Vanguard Index Fds | 13,273 | $4,450,031 | 3.79% |
Hedge Fund Resource Center 
