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Home > Institutional Investor > Donalies Financial Planning, Llc > Profile

Instuitional Investor - Donalies Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Donalies Financial Planning, Llc
Portfolio Value $135,680,379
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 330,465 $14,659,405 10.8%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 20,836 $14,310,099 10.55%
3.
Dimensional Etf Trust
 DFAC 132,972 $6,200,488 4.57%
4.
Vanguard Tax-Managed Fds
 83,096 $5,920,581 4.36%
5.
Vanguard Index Fds
 12,956 $4,794,327 3.53%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.