Donalies Financial Planning, LLC: 13F holdings
CIK 21115872026Q2
| Positions | 78 |
|---|
| Reported value | $135.7m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 78 (+4 vs prior quarter) |
|---|
| Reported value | $135.7m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 330,465 | $14.7m | 10.8% |
| VOO VANGUARD INDEX FDS | 20,836 | $14.3m | 10.5% |
| DFSU DIMENSIONAL ETF TRUST | 132,972 | $6.2m | 4.6% |
| VEA VANGUARD TAX-MANAGED FDS | 83,096 | $5.9m | 4.4% |
| VTI VANGUARD INDEX FDS | 12,956 | $4.8m | 3.5% |
| DFSI DIMENSIONAL ETF TRUST | 100,617 | $4.5m | 3.3% |
| AAPL APPLE INC | 15,451 | $4.5m | 3.3% |
| DFCF DIMENSIONAL ETF TRUST | 104,950 | $4.4m | 3.3% |
| AMZN AMAZON COM INC | 16,677 | $4.0m | 2.9% |
| VTV VANGUARD INDEX FDS | 17,289 | $3.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111587")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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