Instuitional Investor - Donalies Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Donalies Financial Planning, Llc |
| Portfolio Value | $117,318,243 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 21,100 | $12,608,152 | 10.75% | |
| 2. | Dimensional Etf Trust | 320,168 | $12,441,714 | 10.61% | |
| 3. | Dimensional Etf Trust | 135,124 | $5,552,245 | 4.73% | |
| 4. | Vanguard Tax-Managed Fds | 83,885 | $5,375,377 | 4.58% | |
| 5. | Dimensional Etf Trust | 101,989 | $4,324,334 | 3.69% |
Hedge Fund Resource Center 
